MUTUAL FUNDS 2023
17 mid cap mutual funds have never posted negative annual returns in last 5 years
ETMutualFunds’ analysis found 17 mid cap funds avoided negative returns from 2020–2024. In 2025, 10 slipped into losses while 7 stayed positive. Invesco India Midcap leads with 4.54% gains, while Motilal Oswal Midcap dropped 7.52%. Investors should assess goals before decisions.
Turtlemint Fintech Solutions files confidential DRHP with SEBI
Turtlemint, an insurtech firm, has submitted IPO papers to Sebi. The company will use the confidential pre-filing route. ICICI Securities and Jefferies India are among the lead bankers. Dhirendra Mahyavanshi and Anand Prabhudesai founded Turtlemint in 2015. The platform simplifies insurance policy purchase. Turtlemint has sold 1.6 crore policies. Several other firms have also opted for confidential filings recently.
Explained: What is Mutual Fund - Voluntary Retirement Account scheme by AMFI and how is it similar to US 401(k)
India is preparing for a significant increase in its elderly population. Association of Mutual Funds in India (AMFI) introduces Mutual Fund-Voluntary Retirement Account (MF-VRA). This scheme is inspired by the U.S. 401(k) plan. It offers voluntary participation and employer-sponsored options. Mutual funds will manage it with tax incentives and flexibility.
The Golden Thumb Rule | For Gen Z investors, time in the market beats timing the market, says Kaustubh Belapurkar
Gen Z's pursuit of quick gains in mutual funds clashes with the reality of wealth creation, which demands patience and time in the market. Kaustubh Belapurkar advises investors to focus on diversification, understand metrics like capture ratios, and resist the urge to frequently switch funds. Staying invested in well-managed strategies, even through market cycles, is crucial for long-term success.
Smart investment: How can you get Rs 1 lakh monthly passive income
To generate a steady monthly income of Rs 1 lakh (Rs 12 lakh annually), the required investment corpus depends on the rate of return you expect your corpus would generate. Saving a lot of money per month has its own challenges due to a rise in inflation.
The Tianjin declaration: Signals from a multipolar world
The Shanghai Cooperation Organisation summit in Tianjin aimed to reshape global order. Xi Jinping proposed a new vision challenging U.S. dominance. India, China, and Russia signaled alignment. India emphasized 'One Earth, One Family, One Future' and demanded action against terrorism. The summit addressed digital governance, energy cooperation, and financial self-reliance.
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13 smallcap mutual funds never posted negative returns in last 5 calendar years
A study reveals that 13 small cap mutual funds consistently delivered positive returns between 2020 and 2024. However, in 2025, most of these funds experienced negative returns. Axis Small Cap Fund and Canara Robeco Small Cap Fund saw declines. Nippon India Small Cap Fund also faced losses.
What's triggering underperformance of most mid-cap mutual funds and what should you do now?
Only 18% of actively managed mid-cap funds now outperform their benchmarks, down from 65% as of 2019. Is it time to go passive?
Nifty extends its losing streak into August. Will GST talks, upbeat GDP, and Modi’s China visit break the slide?
Indian equities closed August with a second consecutive month of losses as Nifty fell 1.38%, pressured by U.S. tariff shocks, foreign fund outflows, and profit-taking. Despite this, strong GDP growth and upcoming GST reform talks provide potential buffers. Geopolitical developments, including Modi’s China visit, and domestic growth triggers will test whether markets can recover in September.
Top dynamic bond funds to invest in August 2025
Dynamic bond funds offer flexibility to navigate interest rate cycles, making them a smart bet for investors unsure about the RBI’s next move. With rate cuts expected in late 2025, schemes like Kotak Dynamic Bond Fund and ICICI Prudential All Seasons Bond Fund look promising.
Multibagger or IBC - Part 21: Striking when the iron is hot. This auto ancillary's dual story is worth a look
Domestic auto used to dominate revenue at 56%; now it’s down to 40.5%. Mining, railways, and industrial clients are rising. It’s cutting dependence on large clients, funding capacity expansions, and proactively reacting to the EV shift by acquiring a stake in an electric powertrain firm. Safe to say, this forging firm is anything but static. This series on auto ancillary companies works with the assumption that, from the whole set of auto ancillary companies, some multibagger stocks will emerge. And some companies in this space risk going bankrupt.
The ET Startup Awards 2025: Nominees for ‘Startup of the Year’ are here
Happy Wednesday! We at ETtech have been hard at work to bring you the 11th edition of The Economic Times Startup Awards (ETSA).
Navi plans to push ahead with credit on UPI: CEO Rajiv Naresh
Navi aims to leverage credit on UPI for growth in a saturated market. The company processes millions of UPI payments monthly. Navi wants to scale up its credit line on UPI, launched with Karnataka Bank. It also focuses on expanding its home loan business and direct-to-consumer insurance strategy. Navi plans to increase its assets under management through passive mutual funds.
Bought flat at Rs 29 lakh, sold at Rs 50 lakh: A Pune entrepreneur shares why it's still his costliest mistake
Ravi Nagrani's property investment in Pune yielded lower returns than a mutual fund. Despite initial promises, the flat's value didn't appreciate as expected. Nagrani earned ₹50 lakh from the sale after 13 years. A mutual fund investment would have generated significantly more. He also highlights the challenges of property ownership.
How China influences elections in America's biggest city
Chinese hometown associations in New York City, some with ties to the Chinese consulate, are accused of meddling in local elections. These groups have allegedly undermined candidates critical of China's government and supported those aligned with the Communist Party. Tactics include mobilizing voters, fundraising, and leveraging social media to influence election outcomes, raising concerns about foreign interference in U.S. politics.
Forget multibaggers, Sensex & Nifty fail to beat even bank FD returns in 1 year. What's wrong?
Indian stock market returns have stagnated, underperforming bank fixed deposits over the past year, frustrating investors who anticipated continued growth. While domestic inflows provide support, selling pressure from FIIs and promoters has created a time correction phase. Experts suggest focusing on long-term investment strategies, as historical data indicates equities offer superior returns over time, despite short-term volatility.
BlackRock pauses fundraising for latest Asia private credit fund
BlackRock paused fundraising for its third Asia-Pacific private credit fund following its merger with HPS Investment Partners, adding uncertainty to its regional ambitions. This pause comes amid broader challenges, including a key investor considering stake sales due to disappointing fund performance.
5 equity mutual funds gave over 15% annual returns in past three years; are they in your portfolio?
Five equity mutual funds delivered over 15% annual returns in the past three calendar years, according to ETMutualFunds. The analysis covered 243 funds and tracked current-year performance. The top five include HDFC Flexi Cap, HDFC Focused, Quant Mid Cap, Quant Value, and a mid-cap/value mix, spanning flexi-cap, focused, mid-cap, and value categories. HDFC Flexi Cap has returned 7.45% so far in 2025.
MF Tracker: Can this 3-year midcap topper keep its edge amid market volatility?
Invesco India Midcap Fund has shown top returns in the midcap category over three years. The fund has consistently outperformed its category average across various timeframes. Aditya Khemani highlights stock selection and risk management as key to the fund's performance. Experts suggest SIPs for midcap investments due to market volatility.
The Economic Times Startup Awards 2025: Nominees for Best on Campus and Comeback Kid
We are excited to bring you the 11th edition of The Economic Times Startup Awards (ETSA). In the run-up to the coveted honours, we have the nominees for the Best on Campus and Comeback Kid categories for you today.
BoI declares RCom, Anil Ambani loan accounts fraudulent
Bank of India has declared Reliance Communications, its subsidiary Reliance Telecom, and Anil Ambani's loan accounts fraudulent, totaling ₹725 crore. The bank alleges the funds, intended for spectrum purchase, were instead invested in mutual funds and fixed deposits. Anil Ambani denies the allegations, claiming the bank violated natural justice principles and RBI regulations.
ET WLF 2025: India remains top global equity bet, says Christopher Wood
Jefferies' Christopher Wood identifies India as the most dynamic capital market globally, highlighting its long-term stock market potential. He cautions about excesses in US markets and an AI investment bubble. While acknowledging India's expensive valuations, Wood anticipates a private investment cycle driven by cleaned-up banks and deleveraged corporations, supported by strong domestic investment.
IITian reveals he reached Rs 1 crore networth at 25, but there was a steep price he paid: 'Lost hair, lost weight'
A 25-year-old tech professional shared his journey of accumulating a crore in just four years, fueled by rapid salary growth and disciplined saving. Despite his IIT background, he emphasized the importance of hard work and delivering results. The rapid success came with hidden costs, including stress-related health issues and coping mechanisms like luxury spending.
Sebi mulls AI-only AIF regulatory regime with significantly less compliance requirements
Markets regulator Sebi has proposed a new accredited investors-only alternative investment fund (AIF) regime with lesser compliance rules, a move aimed at enabling sophisticated investors to back higher-risk ventures more efficiently, its senior official said on Thursday.
Real-money gaming ends, why startups turn to IPOs
The Lok Sabha passed a Bill proposing a sweeping ban on real-money gaming. This and more on today's ETtech Top 5.
Why does Xi Jinping keep purging loyalists? Look to Stalin and Mao for the answer
Xi Jinping's purges in China, reminiscent of Stalin and Mao, highlight the challenges of managing a vast system and maintaining elite loyalty. These actions, following governance failures, aim to consolidate power amid growing tensions within the Communist Party. The CIA is attempting to exploit potential cracks, suggesting disaffection among party elites as Xi's totalitarian model clashes with previous approaches.
ETMarkets Smart Talk - GST rationalisation a game-changer for consumption, says Anil Rego
India's markets are poised for growth, fueled by structural reforms and a recent sovereign rating upgrade. GST rationalization is expected to boost consumption, benefiting consumer staples, autos, and retail. Increased foreign capital inflows are anticipated, favoring infrastructure, manufacturing, and financials, while domestic cyclicals and mid-caps present compelling investment opportunities.
Probability of another 25bps rate cut by October rises: Puneet Pal
Indian bond yields remained high, with the 10-year segment underperforming. CPI inflation fell to 2.10%, driven by lower food prices, raising hopes for RBI rate cuts. WPI inflation also slowed. Exports to the US increased, but overall exports were flat. A potential US tariff on Indian imports could impact GDP. The fiscal deficit stood at 18% in Q1FY26.
HDFC Defence Fund increases stake in Bharat Dynamics and 3 others, trims exposure in 5 stocks in July
In July, HDFC Defence Fund strategically increased its stake in Bharat Dynamics, Bharat Forge, Data Patterns (India), and Astra Microwave Products, while reducing exposure in five other stocks including BEML and JNK India. The fund introduced Cummins India to its portfolio and fully exited Bansal Wire Industries.
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