THEMATIC FUNDS
Ola Electric auditor raises alarm; Urban Company's pre-IPO deal
Ola Electric's auditor draws attention to missing internal controls at a key subsidiary. This and more in today's ETtech Top 5.
6 equity mutual funds offer over 30% CAGR on lumpsum investments in 5 years
Six equity mutual funds—five small caps and one mid cap—delivered over 30% CAGR on five-year lumpsum investments, with Quant Small Cap Fund leading at 34.98%. Most other funds posted double-digit returns, highlighting strong long-term growth, while performance varies based on fund type, AMC, and market conditions.
GST 2.0 is here. How should you tweak your mutual fund portfolio
GST 2.0 is set to revamp India's indirect tax system. Experts suggest domestic-facing sectors will benefit. Sectors like autos, staples, and retail may see better demand. Premium apparel and luxury cars could face pressure. The revised rates will be effective from September 22, 2025. Investors should consider their risk appetite before tweaking their mutual fund portfolio.
Every mutual fund SIP gave double-digit XIRR in 10 years. Did you stay that long?
Every mutual fund SIP has delivered double-digit XIRR in the last 10 years, an analysis by ETMutualFunds showed. Nearly 157 equity funds have completed 10 years of existence in the industry, of which 11 have over 20% XIRR in the said period.
Top equity mutual funds that delivered highest returns so far in 2025
Equity mutual funds gave returns up to 26% this year. Around 482 equity mutual funds marked their presence. Nippon India Taiwan Equity Fund topped with 25.59% return. Aditya Birla SL Intl. Equity Fund delivered 25.44%. HDFC Transportation and Logistics Fund gave 18.90%. Shriram Multi Sector Rotation Fund lost the most, around 24.96%. Samco Flexi Cap Fund lost 17.
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NFO Alert: Bandhan Mutual Fund launches Bandhan BSE India Sector Leaders Index Fund
Bandhan Mutual Fund has launched India’s first sector leaders index fund, tracking top companies across 21 sectors of the BSE 500. The NFO opens September 3 and aims to deliver broad-based exposure to industry leaders.
Equity mutual fund rally: 16 funds offer over 250% absolute returns in 5 years. Do you hold any in your portfolio?
Sixteen equity mutual funds delivered over 250% absolute returns in the last five years, led by small-cap and mid-cap funds. Quant Small Cap Fund topped with 349.11%, followed by Motilal Oswal Midcap Fund at 325.93%. Other high performers included multi-cap, contra, and ELSS funds, highlighting strong long-term equity gains.
Can 8.25% EPF return match 16% equity return? CA explains unique situations how it can
A chartered accountant illustrates scenarios where EPF's 8.25% return can match 16% equity returns over five years, highlighting EPF tax advantages under the new regime. Employer contributions to EPF are tax-free, unlike equity investments where taxes may reduce the investable amount. To match EPF's corpus, equity needs a 16% post-tax return, a figure that decreases with longer investment horizons, as per the CA.
NFO Alert: Baroda BNP Paribas Mutual Fund launches Baroda BNP Paribas Business Conglomerates Fund
Baroda BNP Paribas MF has launched the Business Conglomerates Fund, an open-ended thematic equity scheme investing in India’s top conglomerates. The NFO runs from September 2–15, with SIPs starting at Rs 500. The fund aims for long-term wealth creation through diversified investments across listed conglomerates, benchmarking against BSE Select Business Groups Index.
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?
MF Tracker: Bandhan Large & Mid Cap Fund turns Rs 10,000 SIP into over Rs 1.15 crore in 20 years
The Bandhan Large & Mid Cap Fund, with a growth-oriented investment style across large, mid, and small caps, has delivered strong returns and favorable risk metrics over three years. Experts highlight large & mid cap funds’ blend of stability and growth, making them ideal for volatile markets. Investors should consider their risk profile and goals before investing.
Portfolio Check: Equity mutual funds shed up to 4% in August. Are any of these part of your portfolio?
Equity mutual funds faced a challenging August, with 229 out of 293 funds posting negative returns, led by Samco Flexi Cap Fund (-3.8%) and Motilal Oswal ELSS Tax Saver Fund (-3.47%). Small-cap and mid-cap funds bore the brunt, while select flexi-cap and ELSS funds delivered modest gains.
Axis Mutual Fund's Karthik Kumar: Momentum is my contrarian bet for next 12 months
Axis MF’s Karthik Kumar expects momentum to emerge as a contrarian theme in the next year despite recent underperformance. He remains optimistic on NBFCs, consumer discretionary, renewables, and defence, while advising investors to diversify across styles amid policy and tariff uncertainties.
MF Scorecard: Bandhan Small Cap, Motilal Oswal Midcap among 5 funds delivering over 25% CAGR in 3 years
Five equity mutual funds delivered over 25% CAGR in the last three years, led by Bandhan Small Cap Fund. Out of 233 schemes, 228 gave double-digit returns. While top funds outperformed, every scheme delivered positive gains, underscoring consistent wealth creation across categories.
Equity mutual fund inflows surge 81% to Rs 42,673 crore in July: ICRA Analytics
Equity mutual funds witnessed a significant surge in inflows, jumping 81.06% month-on-month to ₹42,673 crore in July 2025, driven by retail investors seeking long-term wealth creation. Sectoral and thematic funds led the way, followed by flexi-cap and small-cap funds, reflecting optimism in India's economic trajectory. SIPs and improved financial literacy have helped investors navigate market volatility more rationally.
Over 100 equity mutual funds offer market beating returns in 1 year. Should you chase them for investing?
Many equity mutual funds outperformed market benchmarks like Nifty50 and Sensex in the last year. Experts suggest investors focus on consistent performance across market cycles instead of chasing short-term gains. SIPs or STPs are recommended due to current market levels. Diversified equity funds are favored for stability. Investors should align investments with their risk profile and financial goals.
18 equity mutual funds gave over 30% returns since last Ganesh Chaturthi
Several international equity mutual funds stood out with stellar returns since last Ganesh Chaturthi. Invesco India – Invesco Global Consumer Trends FoF topped the list with 54.31%, followed by Mirae Asset S&P 500 Top 50 ETF FoF at 47.33%. Other global themes, including China, Taiwan, US tech, and Nasdaq-focused funds, dominated the top performers, many delivering above 30%.
ETMarkets NRI Talk| From EVs to AI infra: Why NRIs are betting on U.S. growth stories, Sitashwa Srivastava decodes
NRIs are increasingly investing in global markets, particularly in U.S. technology and manufacturing, with Tesla, NVIDIA, and Super Micro being popular choices. This trend is driven by access to innovation, aspiration, and the desire to invest in sectors not yet fully developed in India. Experts anticipate continued growth in AI, advanced manufacturing, and clean energy investments.
Lucky 13! Invesco India Midcap Fund and HDFC Small Cap Fund among equity mutual funds which deliver over 20% return in 6 months
In the past six months, 13 equity mutual funds delivered over 20% returns, led by Invesco India Midcap Fund (26.15%) and Invesco India Large & Midcap Fund (23.73%). Out of 281 funds analyzed, 250 gave double-digit returns, highlighting strong market performance, though investors should consider risk, horizon, and goals.
International mutual funds offer 20% average return in 1 year amid RBI restrictions. Should one diversify abroad or stay domestic?
International mutual funds have delivered impressive returns, averaging 20% in the past year, driven by U.S. tech stocks and global market recovery. However, regulatory limits are emerging, with Edelweiss Mutual Fund restricting subscriptions due to nearing overseas investment thresholds.
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.
Consumption theme based mutual funds offer up to 18% return in 6 months. Will GST reforms be a game-changer?
Consumption-themed mutual funds have shown strong returns, averaging 12.28% in the last six months, with some funds reaching 18%. Proposed GST rate cuts are expected to further boost demand across sectors like FMCG and consumer durables. However, experts advise a balanced approach, suggesting diversified equity funds may offer better long-term exposure compared to these narrow thematic plays.
Aikyam Capital launches GIFT City–domiciled Aikyam India Discovery Fund
Aikyam Capital has launched the Aikyam India Discovery Fund (AIDF), a GIFT City-domiciled, USD-denominated Category III AIF offering tax-efficient access to India’s equity markets. Targeting NRIs and global investors, AIDF invests in top mutual funds and ETFs with dynamic allocation, delivering transparency, governance, and long-term exposure to India’s growth story.
Quant Small Cap Fund and Motilal Oswal Midcap Fund among 8 equity mutual funds which deliver over 20% CAGR in 5 and 7 years
Eight equity mutual funds, led by Quant Small Cap, delivered over 20% CAGR in both five and seven years. Others like Motilal Oswal and Nippon India also featured prominently in ETMutualFunds analysis.
Mutual fund industry witness record inflows in July, see growth of 264% MoM: ICRA Analytics
India’s mutual fund industry saw record inflows in July 2025, rising 264% MoM to Rs 1.79 lakh crore. Equity funds grew 81%, debt inflows strengthened, SIPs hit Rs 28,464 crore, and AUM touched Rs 75.36 lakh crore.
The Golden Thumb Rule| Wealth creation lies in riding the growth phase of megatrends, not chasing hype: Bajaj Finserv AMC CIO
Bajaj Finserv AMC's CIO, Nimesh Chandan, advises retail investors to focus on megatrends for long-term wealth creation, emphasizing the importance of identifying and staying invested through their growth phase. He highlights the risks of mistiming investments and suggests diversified funds as a way to manage volatility while capturing these opportunities.
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