LARGECAP SCHEMES
PPF, SCSS and NSC have outperformed equity in last 2 years, but should you write off equities?
Small savings schemes vs Nifty indices: While equities have shown muted returns recently, small savings schemes have offered stable returns of up to 8.2%. Despite short-term volatility in indices like Nifty 100 and Nifty Midcap 150, small savings schemes provide a reliable option for conservative investors. Equities, however, offer superior long-term wealth creation potential for those with a higher risk tolerance and a longer investment horizon.
Sectoral and thematic fund inflows plunge 67% to Rs 647 crore. Are investors turning away from thematic bets?
Sectoral and thematic mutual fund inflows saw a significant drop in May, falling by 67%. This decline suggests investors are moving away from concentrated bets towards diversified strategies. Experts believe this trend reflects a natural shift during market uncertainty. While some sectors show strong performance, others lag, making sector selection challenging.
Vedanta demerger: Which demerged stock should you buy after their market debut on June 15?
Vedanta's mega demerger sees four new companies listing on June 15. Analysts suggest Vedanta Aluminium Metal as a strong buy due to capacity expansion and robust LME prices. Other demerged entities like Vedanta Power, Oil & Gas, and Iron & Steel are expected to debut as small-cap stocks.
NFO Alert: ICICI Prudential Mutual Fund launches Nifty Smallcap 250 ETF
ICICI Prudential Mutual Fund has launched the Nifty Smallcap 250 ETF, offering exposure to 250 emerging companies. The NFO is open till June 16. The passive fund aims to track the index with minimal cost, targeting investors seeking diversified, long-term participation in India’s growing smallcap segment.
Retired with Rs 4 lakh in mutual funds? Here's what an expert suggests before starting an SWP
A 74-year-old investor with Rs 4 lakh in equity mutual funds seeks advice on future income generation through Systematic Withdrawal Plans. An expert suggests gradually adding hybrid funds to reduce market volatility. The withdrawal amount will depend on investment duration, accumulated gains, income needs, and overall financial situation. Historical data suggests 5-6% annual withdrawals are sustainable over 10-15 years.
Axis Mutual Fund removes exit load on largecap, flexicap and 1 more scheme; cuts holding period for midcap fund
Axis Mutual Fund has revised exit load structures across its equity schemes, removing charges for large-cap, flexicap and large & midcap funds while shortening the holding period for the midcap fund. The changes apply from June 15 and will cover all fresh investments, including SIPs, STPs and switches under the schemes.
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AlphaGrep enters MF space, eyes Rs 25,000-30,000 cr AUM in 3-5 yrs; to launch maiden scheme on Jul 6
The move comes after the company received approval from the Securities and Exchange Board of India (Sebi) to commence mutual fund operations.
Bottom-up stock picking key for outsized returns in current market: Sunny Agrawal
Geopolitical tensions keep markets on edge. Market expert Sunny Agrawal highlights mid and small-cap companies offer better wealth creation. He points to power infrastructure, auto ancillaries, and consumer durables as key sectors. Agrawal advises patient capital for EV bus opportunities. He sees Titan benefiting from organised retail shift. Consumer durables are entering a recovery phase.
Those willing to look beyond the fog of war: 5 large-caps from different sectors with upside potential of up to 28%
The news mix could not be more confusing. On the one hand, the US House voted to halt Trump’s Iran war, and Israel and Lebanon again agreed to a ceasefire. But on the other, attacks on Gaza continued, there were fresh clashes between the US and Iran, and the talk emerging from Tehran remained defiant. So, don’t be surprised if the markets remain confused, with uncertainty being the predominant emotion. The market is not currently for those with a short-term outlook. Why? Because there are many macro headwinds. One will have to look and think beyond them to invest.
MF Tracker: Can ICICI Prudential Multicap Fund sustain its strong track record in a volatile market?
ICICI Prudential Multicap Fund has demonstrated a decade of positive calendar year returns, with 2021 and 2023 yielding the highest gains. The fund's consistent performance is attributed to its disciplined multicap structure and strategic sector allocation, as highlighted by fund managers and financial experts.
Franklin India Dividend Yield Fund turns Rs 10,000 SIP to Rs 1 crore in 20 years, AUM crosses Rs 2,300 crore mark
Franklin India Dividend Yield Fund delivered exceptional returns. A Rs 10,000 monthly investment since inception grew to over Rs 1.2 crore in 20 years. The fund's AUM also crossed Rs 2,300 crore. It follows a dividend yield strategy, investing in companies with consistent payouts. This approach aims for steady compounding and downside protection.
Are you creating a SIP portfolio that no one is watching? Scattered investments to unclaimed SIPs, here's how to fix housekeeping risk
At least once a year, pull a consolidated account statement to see everything in one go: check for overlap across schemes; flag any fund trailing its benchmark and peers for three years or more; confirm nominations are in place; and ensure at least one other person in your household knows where all your investments are.
20 months of bearish markets: One additional letter that tells you which 'cheap' stocks are actually cheap
Most investors live by one ratio. That ratio that tells them all they want to know – or should one say all they want to hear? They open a screen, sort by it, and start picking from the bottom. It is the habit of a lifetime, and it is wrong more often than they realise. But add a single letter to the ratio and it changes which stocks look cheap, which look expensive, and which look like a trap. In a market that has gone nowhere for 20 months, getting that distinction right has rarely mattered more.
Should senior citizens continue investing in equity mutual funds after retirement? Expert explains
A 60-year-old retiree sought guidance on whether she should continue investing in equity mutual funds after retirement. Experts say senior citizens can retain some equity exposure to beat inflation, provided regular expenses are covered through stable income sources. Aligning the portfolio, reducing overlap, and balancing SIPs with lumpsum investments remain key.
How to rebalance mutual funds, FDs & PF investments before retirement? Expert shares roadmap
As retirement nears, an investor with a Rs 2.75 crore portfolio needs to rebalance. An expert advises consolidating mutual funds, shifting near-term goals to arbitrage funds, and increasing equity exposure for long-term inflation protection. The strategy aims to simplify investments and enhance returns while managing risk.
Can Rs 2 crore retirement corpus generate Rs 2 lakh monthly income for 20 years after retirement?
Planning your retirement corpus is crucial. A Rs 2 crore fund may not last 20 years with high withdrawals. Experts suggest a bucket strategy for sustainable income. This involves allocating funds for immediate needs, stable income, and growth. Careful planning and realistic withdrawals are key to ensuring your retirement fund lasts.
Do SIPs really work? ET Wealth-Crisil SIP Study shows long-term SIP investors have almost zero chance of losing money; here’s why
A 10-year SIP investor has zero chance of losing money, while a 4-year investor has an 80% probability of earning over 10%. The ET Wealth–Crisil SIP Study 2026 crunches the numbers—and this year, puts them through a market crash.
Best corporate bond mutual funds to invest in May 2026
Investors can consider corporate bond funds for near-term and three-year goals. These funds invest in high-rated company papers, offering relative safety. Safety and interest rates are key factors. HDFC Corporate Bond Fund, Aditya Birla Sun Life Corporate Bond Fund, ICICI Prudential Corporate Bond Fund, and Sundaram Corporate Bond Fund are recommended for May 2026. Continue existing investments in these schemes.
These large- and mid-cap stocks can give more than 25% return in 1 year, according to analysts
For the next few weeks, what needs to be watched is market breadth. And also look at which sectors are leading the rally. Why? Because, at this point of time, there are sectors and stocks which may see a recovery just because they are witnessing a short-covering bounce. And one needs to differentiate between short covering rallies and uptrends happening for fundamental reasons.
Taiwan-focused mutual funds soar 200% in a year. Experts warn against FOMO investing
Mutual fund investors are exploring international and thematic schemes, with some delivering up to 200% returns. Technology and semiconductor funds, especially those with Taiwan exposure, have seen significant gains. Experts suggest starting global diversification with broader US funds. While past performance is strong, future returns may vary.
The 20 stocks mutual funds are buying with Rs 1 lakh crore to defy historic FII selling
Indian mutual funds are investing Rs 1.07 lakh crore in 20 key stocks to counter historic FII selling. They are focusing on large-cap private lenders and select IT firms, using market dips to acquire favored stocks at attractive valuations. This strategy aims to build a defensive portfolio against global volatility.
NFO Alert: The Wealth Company Mutual Fund launches large & midcap fund
The Wealth Company Mutual Fund, backed by Pantomath Group, has launched its 10th fund, The Wealth Company Large & Mid Cap Fund. This open-ended equity scheme, open from May 21 to June 4, aims for long-term capital appreciation by investing in both established large-cap companies and growth-oriented mid-caps, employing a unique research framework.
Can a Rs 90 lakh mutual fund portfolio grow to Rs 5 crore in 7 years? Here’s the ideal strategy to consider
A 53-year-old investor aims for a Rs 5 crore retirement corpus in seven years without a pension. Experts suggest increasing monthly SIPs to Rs 1.2 lakh with annual 24% step-ups and shifting to an 80:20 equity-debt allocation. A bucket-based SWP strategy is recommended for post-retirement income, potentially generating Rs 1.67-2.5 lakh monthly.
How should investors rebalance portfolios overloaded with smallcap and thematic funds? Here’s the ideal allocation strategy
Building a mutual fund portfolio needs careful planning. Experts highlight that too many funds lead to overlap and high risk, especially in smallcap and midcap categories. Investors are advised to consolidate holdings, increase largecap exposure, and reduce thematic investments. A balanced approach with fewer, well-chosen funds ensures better management and stability.
Jio Financial, ITC Hotels and Manappuram Finance among stocks bought and sold by mutual funds in April
Mutual funds injected Rs 30,600 crore into Indian equities in April, with significant buying in ICICI Bank, SBI, and Sun Pharma. Key reductions were observed in Wipro, HDFC Bank, and Hindalco Industries across large, mid, and smallcap segments. This active portfolio management reflects ongoing strategic shifts by fund managers.
Retiring with a large EPF corpus? Here’s how to allocate money across fixed income and mutual funds
Retirees with large EPF corpus need to balance safety with growth. Financial planners advise focusing on stable, tax-efficient income generation and long-term growth for surplus funds. Expert Shivam Pathak suggests a mix of government-backed schemes, G-Secs, and diversified mutual funds to meet these objectives.
Fund houses face fresh compliance push on portfolio overlap
SEBI now requires fund houses to cap portfolio overlap between sectoral/thematic funds and other equity schemes at 50%, giving them three years to comply. This move aims to enhance diversification and prevent investors from unknowingly holding duplicate stocks across multiple funds. Wealth managers urge investors to also scrutinize their personal portfolios for such overlaps.
Best flexi cap mutual funds to invest in May 2026
Flexi cap mutual funds offer fund managers the flexibility to invest across market capitalizations and sectors, making them suitable for moderate investors seeking long-term wealth creation. With an ideal investment horizon of five to seven years, these schemes allow managers to adapt to market conditions. Investors should carefully select a scheme aligning with their risk appetite.
Large-cap funds see 16% decline in inflows while mid- and small-cap funds gain traction. Are investors shifting towards riskier bets?
Investor appetite shifted towards riskier mutual fund categories in April, with mid- and small-cap funds attracting record inflows and delivering stronger returns, while large-cap funds saw declining inflows amid changing retail investment preferences despite ongoing market volatility and valuation concerns.
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