Page 4 - Quant Active Fund News Today

Multi-asset or multicap funds are funds that invest across the investment landscape and may include stocks, bonds, and cash.

We considered equity categories such as large cap, mid cap, small cap, ELSS, large & mid cap, focused, flexi cap, multi cap, value/contra fund categories. We considered regular and growth options. We considered CAGR on lumpsum investment.

Most new investors want to know how much returns will their SIP or systematic investment plan offer over a long period of time.

We looked at equity categories such as large cap, mid cap, small cap, large & mid cap, focused fund, flexi cap, ELSS, value fund, contra fund, and multi cap fund. We calculated XIRR returns for the period starting from September 5, 2013 to September 5, 2023. Regular and growth option schemes were considered for the analysis.

The investment objective of the scheme is to provide long-term capital appreciation / income by investing across market capitalisations and managing a diversified portfolio of large cap, mid cap and small cap stocks.

We considered large cap, mid cap, small cap, large & mid cap, multi cap, focused fund, value fund, contra fund, and ELSS, flexi cap categories. We only considered regular and growth option schemes. We considered XIRR on SIP investments.

The multi cap category outperformed the benchmarks - Nifty500 Multicap 50:25:25 - TRI, and NIFTY 500 - TRI in the first half of the year.

A bounce is expected in the market during the week. For the Nifty, hurdle is at 18,650-18,850, while immediate support is seen at 18,400-18,300, Nagaraj Shetti of HDFC Securities has said

Mutual funds: SIP calculator suggests that one can achieve ₹50 crore investment goal in 30 years, using 15% annual step-up

As many as 7 out of 14 schemes by Quant Mutual Fund have topped their respective categories in the past year