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RARE PHOTOS: Etmutualfunds | Vintage Vibes

MF Query: I’m 33 and want to build wealth and buy a property. How should I allocate my mutual fund SIPs?

A 33-year-old investor aiming to build a Rs 6 crore corpus over 22 years may need to raise his annual SIP step-up from 10% to 16–17%, according to an expert. The portfolio could also benefit from replacing the underperforming small-cap fund with a large-cap scheme, adding limited gold exposure and…

The Economic Times · 10h ago

Diwali Special: How to review your mutual fund holdings & improve portfolio efficiency

Diwali serves as an ideal occasion for investors to examine their mutual fund portfolios and enhance efficiency. It is crucial to identify underperforming schemes and ensure alignment with financial goals and risk appetite. Investors should assess if poor performance is due to market conditions or inherent issues with the fund.…

The Economic Times · 15h ago

Top 8 equity MFs offer double-digit gains on SIP investments since last Diwali. Do you own any?

Since last Diwali, investors in eight equity mutual funds have enjoyed impressive double-digit gains from their Systematic Investment Plans. The standout performer has been Samco Small Cap Fund, boasting a remarkable return of around 30.85 percent. Other significant contributors include the Motilal Oswal Focused Fund and Bank of India Small…

The Economic Times · Oct 28

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Worried about long-term returns? No equity mutual fund lost money on 5- and 7-year SIPs

No equity mutual fund delivered negative SIP returns over five- and seven-year periods, an ETMutualFunds analysis found. Quant Small Cap Fund topped the seven-year list with 24.59% returns, while Bandhan Small Cap Fund led the five-year category at 18.08%. Shriram Flexi Cap Fund recorded the lowest returns across both periods.

The Economic Times · Oct 27

Smallcap mutual funds are best performing funds with up to 16% return since last Diwali. Will it last?

Small cap mutual funds have proven to be the top performers in the market, offering impressive returns as high as 16%. The Bank of India Small Cap Fund took the lead with a notable return of 15.51%. However, investment experts emphasize a cautious approach to valuations, despite an optimistic long-term…

The Economic Times · Oct 27

23 equity mutual funds deliver over 12% CAGR on lumpsum investments in 5, 7, 10-year horizons

An ETMutualFunds analysis of 160 equity schemes found that 23 mutual funds delivered over 12% CAGR on lump-sum investments across five, seven and 10-year periods. The funds span seven categories, including small-cap, mid-cap, flexi-cap and ELSS. The analysis considered regular plans with growth options.

The Economic Times · Oct 26

Top 7 equity mutual funds deliver over 30% CAGR since last Diwali. Have you invested in any?

In the latest analysis by ETMutualFunds, the top seven equity mutual funds have recorded an impressive over 30% CAGR since last Diwali. Leading the pack, the Nippon India Taiwan Equity Fund delivered an astonishing return of approximately 87.36%. Other noteworthy performers included ICICI Pru Strategic Metal and Energy Equity FoF,…

The Economic Times · Oct 26

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Parag Parikh ELSS Tax Saver Fund underperforms benchmark for 3 years despite 5-star rating. Should investors worry?

The Parag Parikh ELSS Tax Saver Fund has struggled to meet its benchmark over the past one, two, and three years. Yet, it retains a five-star rating from research platforms like PrimeInvestor. Investors are advised to consider the fund's long-term performance and portfolio strategy, alongside monitoring its investment protocols and…

The Economic Times · Oct 23

NFO Insight: Choice Large & Mid Cap Fund is open for subscription. Is this the right time to invest?

Choice Mutual Fund has launched the Choice Large & Mid Cap Fund, now open for subscriptions until November 3. This innovative fund is designed to invest at least 35% in both large and mid-cap companies. Using the GVOTE framework, selections are made based on five critical parameters such as growth…

The Economic Times · Oct 22

NFO Insight: Carnelian Small Cap Fund opens for subscription with Rs 5,000 crore size cap. Can it deliver alpha?

Carnelian Mutual Fund has launched its new Carnelian Small Cap Fund, now available for investors. Targeting a size cap of Rs 5,000 crore, this fund seeks to preserve investment flexibility while focusing on small-cap stocks with strong growth potential at fair prices. It employs an in-depth research strategy to uncover…

The Economic Times · Oct 16

Have over Rs 1.50 crore in mutual funds? Expert explains how to plan a Rs 16,000 monthly SWP in retirement

As retirement approaches, investors must prioritize sustainable income from their portfolios. Take, for example, a 59-year-old managing Rs 1.51 crore, seeking Rs 16,000 monthly via a systematic withdrawal plan. Experts suggest portfolio reallocation and asset diversification among fund houses. By structuring investments into three distinct categories based on cash flow,…

The Economic Times · Oct 14

Gold, silver ETFs see sharp rise in inflows in September. Which metal should investors prefer now?

In September, investor enthusiasm for gold and silver ETFs saw a notable increase, driven by ongoing market uncertainties and global tensions. Although there has been recent price adjustment, the inflow of investments remained robust, hinting at a deliberate choice by many. Financial experts advise caution, stressing that short-term trends should…

The Economic Times · Oct 13

MF Tracker: Mirae Asset NYSE FANG+ ETF FoF tops 5-year CAGR charts with 39% returns. Can the rally last?

The Mirae Asset NYSE FANG+ ETF FoF has delivered an impressive five-year CAGR of around 39%, clearly outpacing its peers, particularly during the US tech stock surge. However, 2022 marked a considerable downturn for the fund, prompting experts to recommend caution with international investments, given rising premiums and fluctuating markets.…

The Economic Times · Oct 12

NFO Insight: Aditya Birla Sun Life Financial Services Sectoral Debt Fund opens for subscription. Is it the right time to invest?

Aditya Birla Sun Life Mutual Fund has launched a sectoral debt fund focused on financial services, with relatively high interest rate risk and moderate credit risk. Experts say investors should weigh the fund’s sector concentration and limited track record against potential benefits from attractive yields, while considering diversified debt options…

The Economic Times · Oct 8

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The Economic Times · Oct 7

Rs 4 crore portfolio with ULIPs and multiple mutual funds. Should you simplify and consolidate your investments?

Effectively managing a Rs 4 crore investment portfolio requires streamlining and consolidation for optimal financial performance. With multiple mutual funds, ULIPs, and real estate elements, complexity can arise. Financial advisor Shivam Pathak recommends assessing ULIPs and potentially separating insurance from investments. He also advocates for consolidating mutual funds to minimize…

The Economic Times · Oct 6

Multicap funds beat flexicaps on returns, but investors still favour flexicaps. Should you switch?

Multi-cap mutual funds have outperformed flexi-cap funds across short- and long-term horizons, but investors continue to favour flexi-cap schemes. Experts attribute the performance gap to multi-caps’ mandatory exposure to mid- and small-cap stocks, while flexi-caps offer greater flexibility and a relatively smoother risk profile. Should investors switch categories, or stick…

The Economic Times · Oct 5

12 equity mutual funds turned Rs 10,000 SIP into Rs 10 crore since inception. Are they in your portfolio?

A Rs 10,000 monthly SIP in 12 equity mutual funds grew to more than Rs 10 crore since their respective inceptions, an ETMutualFunds analysis found. Nippon India Growth Mid Cap Fund topped the list with Rs 27.13 crore, followed by Franklin India Mid Cap Fund at Rs 22.13 crore, highlighting…

The Economic Times · Oct 5

MF Tracker: Nippon India Taiwan Equity Fund tops 1-year return chart with 118% gains. Can the strong performance continue?

The Nippon India Taiwan Equity Fund has achieved impressive returns exceeding 118% over the last year, driven largely by Taiwan's booming technology and semiconductor industries. This fund targets long-term capital appreciation via equity investments. However, investors should temper their expectations due to increasing valuations, emphasizing the necessity for a diversified…

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The Economic Times · Oct 5

Top 10 mutual funds to invest in October 2026

An online search would mostly take you to some websites with ready-made lists. Most often, the schemes may be shortlisted on the basis of their short-term performance. Sometimes, the schemes from a single category may dominate the list because that category happens to be the flavour of the season.

The Economic Times · Oct 2

NFO Insight : ICICI Prudential Contra Fund opens for subscription. Is contra investing suited for current market conditions?

ICICI Prudential Mutual Fund launched its new Contra Fund, open for subscription until October 12. The scheme follows a contrarian strategy, investing in out-of-favour companies with turnaround potential. Experts stress research, patience and a long-term horizon, while cautioning that contra funds can underperform for extended periods as market sentiment shifts.

The Economic Times · Oct 1

Mutual fund investors lose up to 10% in September as Nifty falls. What should investors do?

In September, mutual fund investors encountered significant setbacks as many technology-focused funds saw sharp declines. The Nifty 50 index fell by 5.56%, leading to nearly 95% of the evaluated funds posting negative returns, with many suffering losses exceeding 9%. To navigate this turbulence, experts suggest that investors should prioritize diversification…

The Economic Times · Oct 1

Best mutual fund SIP portfolios to invest in October 2026

ETMutualFunds'best mutual fund SIP portfolios are meant for three different individual risk profiles: conservative, moderate and aggressive. We have also considered three SIP baskets – between Rs 2,000-5,000, between Rs 5,000-10,000 and above Rs 10,000 – while creating these portfolios. Take a look at our recommended portfolios.

The Economic Times · Sep 30

Can a Rs 50,000 monthly SIP build a Rs 10 crore corpus in 23 years? Expert suggests portfolio changes

A 37-year-old investor with an annual income of Rs 14 lakh aims to achieve a Rs 10 crore corpus. He currently invests Rs 50,000 monthly through mutual fund SIPs and plans a 10% annual increase. The investor's portfolio comprises several funds, but adjustments are recommended to optimize asset allocation. Financial…

The Economic Times · Sep 29

All 36 smallcap mutual funds deliver double digit returns in 6 months. Should you invest more or book profits?

In the last six months, all 36 smallcap mutual funds have achieved impressive double-digit returns, averaging around 25.20%. This indicates a robust recovery from prior dips. Financial experts advise investors to keep up their SIPs if they can handle the volatility. With smallcap valuations currently elevated, future success will hinge…

The Economic Times · Sep 28

NFO Insight: WOC Diversified Equity Small Cap Active FoF NFO opens for subscription. How is it different from a smallcap fund?

WhiteOak Capital Mutual Fund has launched an innovative Fund of Funds that focuses on small-cap mutual funds. This initiative seeks to achieve long-term capital growth by diversifying investments across a variety of active small-cap funds. Skilled fund managers will oversee the portfolio, adjusting investments according to performance and risk dynamics.

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