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New-Year Special: One should always invest with a purpose or goal in mind, says Swarup Mohanty
Just when you think it is too good to be true, the renewed fears of Covid in China make you aware of the fragile status of the world at this moment. So, the air of caution should remain in my mind is what I tell myself,” says Swarup Mohanty.
Year-End Special: Quant Absolute Fund tops aggressive hybrid category
The popular aggressive hybrid benchmarks - NIFTY 50 - TRI, CRISIL Hybrid 35+65 - Aggressive Index, S&P BSE SENSEX - TRI, and Nifty MidSmallcap 400 - TRI - offered 5.69%, 4.81%, 5.80%, and 1.86% respectively in 2022 according to ACE MF data.
Year-End Special: ‘Consumption, manufacturing and digitisation likely to dominate in next 3-5 years’
International markets have seen sharp correction, especially sectors like Technology and Growth stocks that have done well in the last ten years have seen sharp correction in stock prices and same has impacted performance of our funds.
Pharma funds offered negative returns in 2022. Will they do well this year?
In 2022, pharma funds lost 9.68%. All the schemes in this category delivered negative returns last year. The underperformance is in line with benchmark Nifty Pharma index, which was down over 10.60% in 2022.
New Year Special: ‘2023 will be much better for debt mutual funds’
In 2023, debt mutual fund products will be competitive with bank term deposits. If you have a horizon of 3 years and longer, you will have tax efficiency as well, which will make it even better than term deposits.
As equities face headwinds, it's time for a multi-asset strategy
Investors could allocate 10-20% to gold, 40% to fixed income and 40-50% to equities, said Rupesh Bhansali, head-distribution at GEPL Capital.
New-Year Special: Focused funds offer 4.52% in 2022; HDFC Focused 30 Fund give 21%
The focused mutual funds have the mandate to invest in 30 stocks. The schemes have the freedom to invest across market capitalisations and sectors. The category is typically recommended to aggressive investors who want to bet on a concentrated portfolio. The focused fund category has 25 schemes.
Year-End Special: Credit risk funds stage a comeback in 2022
In 2022, several mutual fund managers and advisors have advocated the case of credit risk funds for aggressive debt investors.
Mutual funds that took volatility in their stride and came up trumps in 2022
Funds that were able to capture the upsides in some of those stocks managed to outperform. With the market gaining strength from April 2020 till the end of last year, returns have been strong. But that also resulted in stock valuations turning expensive.
Year-End Special: 5 new Sebi regulations that made mutual funds more transparent in 2022
Overall, 2022 was a happening year when it came to change in existing rules and new mandates and regulations to mutual funds. There are talks about Sebi regulating financial influencers soon.
Year-End Special: International funds lost heavily in 2022. What should investors do?
International MFs offer a chance of portfolio diversification to an investor. These schemes typically invest across diverse categories, themes and countries.
Year-End Special: What did your mutual fund SIP investments offer in 2022: 31% or -6%?
Around 23 equity schemes have delivered more than 20% SIP returns in 2022. Quant Value Fund was the only one that offered above 30%. Seven schemes offered more than 25%: Tata Small Cap Fund delivered around 27.82%, followed by Quant Mid Cap Fund which delivered 27.50% returns.
Year-End Special: Most mutual fund investors asked these questions in 2022
Anecdotally we can say that most investors are worried about their retirement and kid’s college education. Most of them have doubts about their target corpus. They also want to know whether their mutual funds help them to achieve their goal. Some also wanted to know how much they need to invest to achieve their target.
Mutual funds see muted 2022; expect better days in new year
The industry grew at a slower pace in 2022, mainly due to global headwinds, including the Russia-Ukraine war, supply chain bottlenecks and a decadal high global inflation coupled with rising interest rates.
Year-End Special : Small cap mutual funds offer 4% returns in 2022
Two popular small cap benchmarks - Nifty Smallcap 250 - TRI and S&P BSE 250 Small Cap - TRI - offered 0.30% and 2.22% returns respectively in the current year till date, according to ACE MF data. Simply put, the category has offered higher average returns than its benchmark indices.
Year-End Special: 52% equity schemes underperformed their benchmark, category in 2022
For this study, we considered large cap, mid cap, small cap, large & mid cap, flexi cap, multi cap, contra fund, ELSS, focused and value funds. The returns for the year 2022 were taken from January 1 2022 to December 15 2022.
Year-End Special: Mid cap funds give moderate returns in 2022; toppers deliver double-digit returns
Only three schemes in the mid cap category-- Quant Mid Cap Fund (19.61%), HDFC Mid-Cap Opportunities Fund (14.03%), Motilal Oswal Midcap Fund (13.80%) --- delivered double-digit returns
Year-End Special: Prominent mutual fund managers who quit in 2022
Many investors look at mutual fund managers before investing their money in a scheme. Mutual fund analysts believe that investors should not immediately exit from the scheme just because the fund manager has left.
Year-End Special: ‘In a five-year or higher period, NIFTY hasn't ever lost money’
In December, the Sensex achieved all-time highs. Despite the dire status of the global economy, the Sensex and Nifty 50 Index are up by more than 7 % in 2022. It demonstrates the resilience of the country's retail investors. In fact, SIP contributions to mutual funds grew to more than Rs 13,000 crore.
Year-End Special: Acquisitions and mergers of mutual funds in 2022
Here's a look at the mergers and acquisitions that happened in 2022 and the changes that they brought along with them for the investors.
Year-End Special: 4 mutual fund schemes that lost more than 20% in 2022
71 equity schemes have offered negative returns in 2022. Most of these schemes are sectoral or thematic funds. Around 17 of the 71 schemes have fallen by more than 10% year-to-date (YTD).
Year-End Special: Stock selection made the difference in 2022, says Chandraprakash Padiyar of Tata Mutual Fund
Focused approach towards 'Growth at reasonable price' investment philosophy allowed our team to identify the right businesses which can succeed during a range bound market.
Year-End Special: Large & mid cap funds offered 4.73% in 2022; toppers give double-digit returns
The large & mid cap category has 27 schemes, including active and passive schemes. The two popular large & mid cap benchmarks, NIFTY LargeMidcap 250 - TRI and S&P BSE 250 LargeMidCap Index - TRI, offered 7.66% and 8.22% respectively this year till date, according to ACE MF data.
Year-End Special: Thematic, sectoral funds tops equity mutual fund return chart in 2022
On the inflows front, the net AUM of the sectoral/thematic category went from Rs 1,46,129 crore in January to Rs 1,73,537 crore in November, 2022, a spike of 18% in 11 months.
Year-End Special: Passively-managed banking funds deliver superior returns in 2022
Fund managers say banking funds did well on the back of consistent earnings, stable asset quality trends along with profitability normalisation.
Year-End Special: 149 NFOs hit market in 2022; handful collected more than Rs 1,000 cr
Fund houses launched a record number 149 mutual fund schemes in 2022. This includes active and passive, open- and close-ended schemes in both equity and debt segments. In comparison, 117 schemes were launched in 2021.
Year-End Special: ELSS category offered 4% in 2022, but toppers gave double-digit returns
Active ELSS schemes saw inflows of Rs 6,932.21 crore between January and October 2022. The category had witnessed outflows of Rs 3,291.83 crore in 2021.
Year-End Special: 10 equity mutual fund schemes that lost the most in 2022
There were other equity mutual fund schemes that posted negative returns in 2022. However, we considered only 10 schemes that lost the most in 2022.
Year-End Special : Active large cap mutual funds offer 5% returns in 2022
Nippon India Large Cap Fund was the topper among the active funds, with around 14% returns. HDFC Top 100 Fund was in the second position. The scheme offered around 13% returns. Taurus Largecap Equity Fund followed, with 11% returns. ICICI Prudential Bluechip Fund offered around 9% returns.
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