Page 32 - Cap Fund News Today

In this article, we are going to discuss the 12 best alcohol stocks to own according to hedge funds. You can skip our detailed analysis of the global alcohol industry, the rise of RTDs, and the recent shifts in the global alcohol market, and go directly to 5 Best Alcohol Stocks to Own According to […]

ETMutualFunds considered equity categories such as large & mid, multi cap, ELSS, flexi cap, focused fund, value and contra fund categories for the analysis. We considered the portfolio for the month of August (the last available data). We considered regular and growth option schemes for the analysis.

Washington - Calvert Research and Management , part of Morgan Stanley Investment Management, today announced the launch of three actively managed, equity mutual funds...

The contra fund category gave an average return of around 29.19% in the three year horizon. The category has three schemes. They have offered returns ranging between 23.18%-38.87%. SBI Contra Fund offered the highest return of around 38.87% in the three year horizon.

The mid cap schemes are benchmarked against Nifty Midcap 100 - TRI, Nifty Midcap 150 - TRI, and S&P BSE 150 MidCap - TRI. Nifty Midcap 100 - TRI, Nifty Midcap 150 - TRI, and S&P BSE 150 MidCap - TRI lost around 3.07%, 2.96%, and 2.85%. On an average the benchmarks lost around 2.94% on Tuesday.

Roshi Jain, Senior Fund Manager – Equities, is part of the new face of HDFC MF. Roshi believes that the medium- to long-term outlook for corporate India is robust. Rather than timing markets, she advises systematic investing.

In August, mutual funds showed an interest in technology, metals, consumer durables, and chemicals leading to a month on month rise in their weights, according to a report by Motilal Oswal Financial Services.

The small cap mutual fund category has given an average return of 24.95% in this year so far. The category offered around 26.53% returns in six months.

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” second-quarter 2023 investor letter. A copy of the same can be downloaded here.

Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” second-quarter 2023 investor letter. A copy of the same can be downloaded here. The fund delivered 3.70% in the second quarter compared to a 5.21% return for the Russell 2000 Index and 3.18% for the Russell 2000 Value Index. The portfolio’s differentiated holdings within the Financials […]