Sensex down over 12,700 points from peak. What strategy should mutual fund investors follow?
THE ECONOMIC TIMES
Fri, Mar 14, 2025 | 10:30 AM IST

Mutual Funds Newsletter

Sensex down over 12,700 points from peak. What strategy should mutual fund investors follow?

With the Sensex down over 12,700 points from its peak, experts recommend long-term investors to focus on large caps or multi-cap funds and maintain a disciplined approach through SIP or STP. Investment in equity-based mutual funds should have a minimum horizon of four years.

Smallcap mutual funds down by 20% in six months. Should you buy the dip?

Small-cap mutual funds experienced a 20% decline over the past six months, according to an analysis of the category’s performance, with around 28 funds in this period. Among them, the Mahindra Manulife Small Cap Fund posted the largest loss of about 24.69%. The HSBC Small Cap Fund and LIC MF Small Cap Fund followed with losses of 23.48% and 23.45%, respectively.

Midcap stocks down 20% from peak. What should mutual fund investors do?

The Nifty Midcap 150 Index has seen a significant decline, prompting experts to advise rebalancing portfolios with midcap allocations. With midcap funds underperforming recently, investors with long-term horizons can consider SIP investments, but must be wary of the associated risks.

Explained: What does Sebi’s new asset class Specialized Investment Fund offer

A mutual fund registered with SEBI regulations can set up an SIF, provided it has been operational for at least three years and has maintained an average assets under management (AUM) of Rs 10,000 crore over the past three years, or by following the alternate route.

NFO Insight: Samco Large Cap Fund opens for subscription. Are largecaps best now?

Samco Mutual Fund's new fund offer of Samco Large Cap Fund is open for subscription, focusing on top 100 large-cap companies. Experts suggest cautious investing in NFOs and consider established large-cap funds for their proven track record and stability.

Top Mutual Funds
SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%)
ICICI Prudential BHARAT 22 FOF Direct - Growth
★★★★★
27.29 1.48 -14.74 1.57
Nippon India Large Cap Fund Direct-Growth
★★★★★
19.20 5.57 -12.01 -2.55
ICICI Prudential Bluechip Fund Direct-Growth
★★★★★
16.44 4.87 -11.24 -2.93
Quant Focused Fund Direct-Growth
★★★★★
16.26 -4.18 -20.44 -4.24
JM Large Cap Fund Direct Plan-Growth
★★★★★
14.37 -1.10 -17.51 -4.87
FeaturedUTI Nifty 50 Index Fund Regular Plan-Growth
★★★★★
11.32 2.70 -11.44 -2.76
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Defence mutual funds back in focus as European military spending expectations rise

Over the weekend, leaders from major European economies agreed to increase defense spending, aiming to bolster the continent's ability to protect itself amid uncertainty over US NATO commitments.

NFO Insight: Looking for relatively less volatile fund? Take a look at WhiteOak Capital Equity Savings Fund

WhiteOak Capital Mutual Fund has introduced the WhiteOak Capital Equity Savings Fund, suitable for conservative investors seeking capital appreciation through equity, arbitrage, and debt instruments. Managed by a team of experts, the fund aims to balance returns and volatility, with tax efficiency being a notable advantage.

TERM OF THE WEEK
New Fund Offers
Fund Name Category Type Open Close Min Inv
Kotak Nifty Midcap 150 Index Direct-IDCW Equity: Mid Cap Open-ended 03 Mar 17 Mar 100.00
Kotak Nifty Midcap 150 Index Direct-G Equity: Mid Cap Open-ended 03 Mar 17 Mar 100.00
Kotak Nifty Midcap 150 Index Reg-IDCW Equity: Mid Cap Open-ended 03 Mar 17 Mar 100.00
Kotak Nifty Midcap 150 Index Reg-G Equity: Mid Cap Open-ended 03 Mar 17 Mar 100.00
Kotak Nifty Midcap 150 ETF-G Equity: Mid Cap Open-ended 03 Mar 17 Mar 5000.00
More >>
Forthcoming Dividend
Fund Name Category Type Record Date Div Per Unit
Sundaram Aggressive Hybrid Direct-IDCWM Hybrid: Aggressive Hybrid Open-ended 17 Mar 2025 0.35
Sundaram Balanced Advantage Direct-IDCWM Hybrid: Dynamic Asset Allocation Open-ended 17 Mar 2025 0.14
ICICI Pru ESG Exclusionary Strategy-IDCW Equity: Thematic-ESG Open-ended 17 Mar 2025 1.50