Banking still rules MF portfolios: When talking about mutual funds, according to Motilal Oswal’s latest mutual fund data for March 2026, banking stock continues to dominate portfolios and at the very top sits HDFC Bank. The latest data for March 2026 highlights that private banks remain the largest sectoral allocation in mutual funds, with a…
Sector Investment Trend Healthcare Increased Utilities Increased Telecom Increased Oil & Gas Increased Consumer Increased Metals Increased E-commerce Increased NBFCs (Non-Lending) Increased Sectors with reduced exposure On the other hand, sectors including Private Banks, Automobiles, PSU Banks, Capital Goods, NBFC–Lending, Insurance, Cement, and Consumer Durables saw reduced exposure, indicating a more cautious stance by fund…
5 high-performing flexi cap funds: According to SEBI, a Flexicap fund is an equity-oriented mutual fund that can invest across large cap, mid cap, and small cap stocks without any mandatory allocation to a specific market-cap segment, and it must invest at least 65 per cent of its total assets in equities and equity-related instruments….
Mutual Fund Returns: Several mutual fund schemes have delivered annualised returns of 18 per cent to 20 per cent over the past 15 years, whether through SIPs or lump sum plans. As a result, investors’ money grew at least 13 times over those 15 years. Investors who invested Rs 10,000 monthly in SIPs accumulated a…
SIP vs Lump Sum Investment: To find out which could generate a higher corpus, we took a certain amount for the comparison and calculations. The amount may differ, but the total investment is nearly the same. Which makes it easy for you to make a firm decision. For instance: Monika and Meena are two friends…
Small SIP, Big Returns: Can a monthly SIP of Rs 2,000 in a mutual fund create a corpus of over Rs 3 crore? This is a basic question that pops up in our heads when we come across such articles, and then the curiosity to learn about it is common. Therefore, to satisfy your curiosity,…
Four sectoral and thematic funds were launched in March, the ITI Business Cycle Fund, LIC MF Technology Fund, Baroda BNP Paribas ESG Best-in-Class Strategy Fund, and Canara Robeco Banking and Financial Services Fund, which collectively raised Rs 1,347 crore. Among these four funds, the Baroda BNP Paribas ESG Best-in-Class Strategy Fund contributed the highest amount,…
Once a corpus of Rs 2 crore is built, fresh investments can be stopped, and a Systematic Withdrawal Plan (SWP) can be started. If the fund earns an average annual return of 12 per cent, it may allow monthly withdrawals of around Rs 2 lakh while aiming to preserve the original corpus of Rs 2…
Mutual Fund KYC Alert: If you are an investor who invests in mutual funds, KYC (Know Your Customer) completion and verification is your first and compulsory step towards defence against fraud. Recently, cases of unauthorised transactions, identity misuse, money laundering and others have spiked. This calls for investors to stay alert and regularly check their…
Gold ETF: Inflows moderate in March after bumper start in 2026; will the safe haven appeal make a comeback? (AI-generated image/ET Now) Gold ETF: Inflows into equity mutual fund schemes saw a record surge of 56 per cent to Rs 40,450 crore in March. This is against Rs 25,978 crore logged in February, reflecting sustained…
