Value Discovery News Today

As on : May 25, 2024

Equity mutual funds increase cash levels amid high valuations, with some schemes holding significant amounts.

As on : May 18, 2024

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Around 25 equity mutual funds consistently beat benchmarks in various horizons, including ELSS, value, flexi cap funds. Market cap based schemes like large cap, mid cap, ELSS, flexi cap showed strong performance. Investment decisions should consider multiple factors beyond past performance.

As on : Jun 01, 2024

A cursory glance at the returns reveals that numerous other funds have outperformed children’s funds in terms of returns. Many mutual funds consistently generate returns exceeding 12 per cent or surpassing inflation over the long term.

We considered equity categories such as large cap, mid cap, small cap, large & mid cap, focused fund, ELSS, value & contra fund categories with schemes. We considered the schemes that have more than Rs 100 crore AUM. We did not consider flexi cap schemes as they have been introduced just three years before. We also did not consider the multi cap category as the data of the benchmark was not available for comparison.

"Our current contrarian call is for investing in hybrid funds. We recommend that investors invest lump-sum monies in hybrid categories like equity savings, balanced advantage, aggressive hybrid and multi-asset, given that India remains a robust structural growth story."

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