Small Cap mutual funds turn riskier as they invest more in micro caps: Report | Mint

Fund managers of small-cap mutual funds have invested large amount in micro capital stocks over the past one year, while they explored and capitalised on their potential, reported Business Line. ACEMF data show a considerable jump in micro-cap stock allocations within small-cap fund portfolios, rising to 31 per cent in January 2025 from 25 per … Read more

Investment word of the day: Extended Internal Rate of Return — what is XIRR and why is it crucial for MF investors? | Mint

Anyone investing in various instruments, including a Systematic Investment Plan (SIP) or regular deposits in mutual funds, will need to consistently track returns to assess the performance of their investments and make informed decisions. Tracking investments may seem straightforward initially; however, when multiple investments are involved, looking at returns may become complicated. Hence, the Extended … Read more

Mutual Funds: Does the date of SIP make a difference to the long term wealth creation? | Mint

If you are planning to invest in a mutual fund, then the better way to do is through an SIP (systematic investment plan) instead of lumpsum. An SIP can help you average out the cost of acquisition of mutual fund units, thus maximising your chances of earning higher returns. There are some investors, meanwhile, who … Read more

Best Mutual Funds: Top large-cap MFs outperforming the stock market in five years. Full list here | Mint

Several top-performing large-cap mutual funds in India have demonstrated superior returns compared to their benchmarks, according to Mutual fund body AMFI data from February 21, 2025. Funds like the Nippon India Large Cap Fund, ICICI Prudential Bluechip Fund, and HDFC Large Cap Fund have outperformed indices such as the NIFTY 100 Total Return Index and … Read more

Can multi-asset funds balance risk and returns?

Past performance Over the past one-year period, amid weakness in stock markets, multi-asset funds as a category have delivered average returns of 9.2%. Within the category, certain multi-asset funds have delivered higher returns. The stock market benchmark Nifty 50 has fetched a little over 2.6% in the same period. On a five-year rolling basis, multi-asset … Read more

Best Mutual Funds: These 8 focused funds gave over 12% annualised return in past 10 years. Do you own any? | Mint

Before you decide about investing in a mutual fund scheme, it is recommended to compare the returns delivered by different schemes in the same category of funds so that the decision is objective and fair. Here, we list out the returns delivered by some high-performing focused mutual funds, expecially the ones which have delivered over … Read more

Mutual fund body AMFI launches THESE initiatives to attract market investors: What are they?

New Delhi, Feb 22 (PTI) Industry body Amfi has launched three initiatives — SIP for smaller investments, Tarun Yojana to encourage young investors, and MITRA to help track and recover forgotten investments.  These initiatives align with markets regulator Sebi and Association of Mutual Funds in India’s ongoing efforts to democratise mutual fund investments, ensuring wider … Read more