Smallcap mutual funds offer 8% average return in May, all equity mutual fund categories end with gains
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Equity mutual fund categories ended May with gains as all categories delivered positive average returns with the small cap funds emerging as the top performers in the same period, an analysis by ETMutualFunds showed. There were 21 equity mutual fund categories in the said time period.Small cap funds delivered an average return of around 8.20% in the month of May. There were 30 funds in the small cap category, of which DSP Small Cap Fund offered the highest return of around 14.05% in May, followed by Quantum Small Cap Fund which gave 11.06% return in the same period. SBI Small Cap Fund delivered the lowest return of around 5.88% in the similar time frame.Auto sector based funds gave 7.54% average return in May and the category has only one fund as of now which is SBI Automotive Opportunities Fund. Infrastructure sector based funds offered an average return of around 7.18% in the mentioned time period. There were around 18 funds based on the infrastructure sector of which LIC MF Infra Fund offered the highest return of around 12.80% in May, followed by Kotak Infra & Eco Reform Fund gave 10.10% in the same period.International funds gave an average return of 6.76% in the month of May. There are around 65 international funds as of now of which Nippon India Taiwan Equity Fund offered the highest return of around 21.69%, followed by Invesco India - Invesco Global Consumer Trends FoF which gave 15.70% return in the same period. Two funds in the category gave negative returns. Axis US Treasury Dynamic Bond ETF FoF and DSP US Treasury FoF lost 0.62% and 0.49% respectively in May. Mid cap funds offered an average return of 5.92% in the mentioned period. ICICI Prudential Midcap Fund offered the highest return of 8.34% in May whereas Quant Mid Cap Fund gave the lowest return of 2.81% in the same period. HDFC Mid-Cap Opportunities Fund, the largest mid cap fund based on the assets managed, gave 5.81% return in May.Large & mid cap funds gave an average return of 4.36% in May. Out of 31 funds in the large & mid cap category, Motilal Oswal Large & Midcap Fund gave the highest return of 12.57% in the month of May, followed by ITI Large & Mid Cap Fund which gave 7.19% return in the same period. Sundaram Large and Mid Cap Fund gave the lowest return of 2.15% in the same period.ELSS or tax-saving mutual funds and value funds gave an average return of 3.97% each in the month of May. Flexi cap funds gave an average return of 3.83% in the similar time period. Out of 39 funds in the flexi cap category, Samco Flexi Cap Fund gave the highest return of around 8.03% in May whereas HDFC Flexi Cap Fund gave the lowest return of 1.31% in the same period. Parag Parikh Flexi Cap Fund , the largest flexi cap fund based on the assets managed, gave 2.66% return in the similar period.Contra funds delivered an average return of 3.13% in May. Large cap funds gave an average return of 2.22% in the said period. Quant Large Cap Fund gave the highest return of around 4% in the similar time period, followed by ITI Large Cap Fund which gave 3.99% return. Only the Samco Large Cap Fund delivered a negative return of around 0.20% in May.Pharma & Health Care sector based funds gave the lowest average return of around 1.15% in the month of May.We considered all equity mutual fund categories including sectoral and thematic. We considered regular and growth options. We calculated the returns from May 1, 2025 to May 31, 2025.Note, the above exercise is not a recommendation. The exercise was done just to identify how equity mutual fund categories performed in the month of May. One should not make investment or redemption decisions based on the above exercise as the performance in the equity funds should be based on the long-term performance and not based on one month performance.One should always make investment decisions based on their risk appetite, investment horizon, and goals.: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)
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Time of India
3 days ago
- Time of India
Smallcap mutual funds offer 8% average return in May, all equity mutual fund categories end with gains
Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Equity mutual fund categories ended May with gains as all categories delivered positive average returns with the small cap funds emerging as the top performers in the same period, an analysis by ETMutualFunds showed. There were 21 equity mutual fund categories in the said time cap funds delivered an average return of around 8.20% in the month of May. There were 30 funds in the small cap category, of which DSP Small Cap Fund offered the highest return of around 14.05% in May, followed by Quantum Small Cap Fund which gave 11.06% return in the same period. SBI Small Cap Fund delivered the lowest return of around 5.88% in the similar time sector based funds gave 7.54% average return in May and the category has only one fund as of now which is SBI Automotive Opportunities Fund. Infrastructure sector based funds offered an average return of around 7.18% in the mentioned time period. There were around 18 funds based on the infrastructure sector of which LIC MF Infra Fund offered the highest return of around 12.80% in May, followed by Kotak Infra & Eco Reform Fund gave 10.10% in the same funds gave an average return of 6.76% in the month of May. There are around 65 international funds as of now of which Nippon India Taiwan Equity Fund offered the highest return of around 21.69%, followed by Invesco India - Invesco Global Consumer Trends FoF which gave 15.70% return in the same period. Two funds in the category gave negative returns. Axis US Treasury Dynamic Bond ETF FoF and DSP US Treasury FoF lost 0.62% and 0.49% respectively in May. Mid cap funds offered an average return of 5.92% in the mentioned period. ICICI Prudential Midcap Fund offered the highest return of 8.34% in May whereas Quant Mid Cap Fund gave the lowest return of 2.81% in the same period. HDFC Mid-Cap Opportunities Fund, the largest mid cap fund based on the assets managed, gave 5.81% return in & mid cap funds gave an average return of 4.36% in May. Out of 31 funds in the large & mid cap category, Motilal Oswal Large & Midcap Fund gave the highest return of 12.57% in the month of May, followed by ITI Large & Mid Cap Fund which gave 7.19% return in the same period. Sundaram Large and Mid Cap Fund gave the lowest return of 2.15% in the same or tax-saving mutual funds and value funds gave an average return of 3.97% each in the month of May. Flexi cap funds gave an average return of 3.83% in the similar time period. Out of 39 funds in the flexi cap category, Samco Flexi Cap Fund gave the highest return of around 8.03% in May whereas HDFC Flexi Cap Fund gave the lowest return of 1.31% in the same period. Parag Parikh Flexi Cap Fund , the largest flexi cap fund based on the assets managed, gave 2.66% return in the similar funds delivered an average return of 3.13% in May. Large cap funds gave an average return of 2.22% in the said period. Quant Large Cap Fund gave the highest return of around 4% in the similar time period, followed by ITI Large Cap Fund which gave 3.99% return. Only the Samco Large Cap Fund delivered a negative return of around 0.20% in & Health Care sector based funds gave the lowest average return of around 1.15% in the month of considered all equity mutual fund categories including sectoral and thematic. We considered regular and growth options. We calculated the returns from May 1, 2025 to May 31, the above exercise is not a recommendation. The exercise was done just to identify how equity mutual fund categories performed in the month of May. One should not make investment or redemption decisions based on the above exercise as the performance in the equity funds should be based on the long-term performance and not based on one month should always make investment decisions based on their risk appetite, investment horizon, and goals.: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)
Economic Times
3 days ago
- Economic Times
Best mutual fund SIP portfolios to invest in June 2025
Many mutual fund investors, especially new investors, are often confused about how to choose a bunch of schemes to take care of their various goals, especially for long-term goals like retirement. They keep looking for a ready-made mutual fund portfolio to achieve their long-term goals. Here is some help for such investors. We have put together a slew of schemes, based on risk profile, time horizon, and the amount you want to invest. ADVERTISEMENT ETMutualFunds launched its recommended mutual fund portfolios to invest through SIPs in October 2016. Since then, we have been closely monitoring the schemes in these portfolios and coming up with updates on them regularly. We also inform our readers about poorly performing schemes and replacements for them. The schemes in these ready made portfolios are selected based on our in-house methodology mentioned at the end of this article. ETMutualFunds' best mutual fund SIP portfolios are meant for three different individual risk profiles: conservative, moderate and aggressive. We have also considered three SIP baskets – between Rs 2,000-5,000, between Rs 5,000-10,000 and above Rs 10,000 – while creating these portfolios. Take a look at our recommended portfolios. Here are our recommended SIP portfolios for June 2025: ETMutualFunds has employed the following parameters for shortlisting the equity mutual fund schemes. 1. Mean rolling returns: Rolled daily for the last three years. ADVERTISEMENT 2. Consistency in the last three years: Hurst Exponent, H is used for computing the consistency of a fund. The H exponent is a measure of randomness of NAV series of a fund. Funds with high H tend to exhibit low volatility compared to funds with low H.i) When H = 0.5, the series of returns is said to be a geometric Brownian time series. This type of time series is difficult to forecast. ADVERTISEMENT ii) When H is less than 0.5, the series is said to be mean When H is greater than 0.5, the series is said to be persistent. The larger the value of H, the stronger is the trend of the series ADVERTISEMENT 3. Downside risk: We have considered only the negative returns given by the mutual fund scheme for this measure.X =Returns below zeroY = Sum of all squares of X ADVERTISEMENT Z = Y/number of days taken for computing the ratioDownside risk = Square root of Z 4. Outperformance: It is measured by Jensen's Alpha for the last three years. Jensen's Alpha shows the risk-adjusted return generated by a mutual fund scheme relative to the expected market return predicted by the Capital Asset Pricing Model (CAPM). Higher Alpha indicates that the portfolio performance has outstripped the returns predicted by the market. Average returns generated by the MF Scheme =[Risk Free Rate + Beta of the MF Scheme * {(Average return of the index - Risk Free Rate} 5. Asset size: For Equity funds, the threshold asset size is Rs 50 crore. 1. Mean rolling returns: Rolled daily for the last three years. 2. Consistency in the last three years: Hurst Exponent, H is used for computing the consistency of a fund. The H exponent is a measure of randomness of NAV series of a fund. Funds with high H tend to exhibit low volatility compared to funds with low H. i) When H = 0.5, the series of returns is said to be a geometric Brownian time series. This type of time series is difficult to When H is less than 0.5, the series is said to be mean When H is greater than 0.5, the series is said to be persistent. The larger the value of H, the stronger is the trend of the series 3. Downside risk: We have considered only the negative returns given by the mutual fund scheme for this measure. X =Returns below zeroY = Sum of all squares of XZ = Y/number of days taken for computing the ratioDownside risk = Square root of Z 4. Outperformance: Fund Return – Benchmark return. Rolling returns rolled daily is used for computing the return of the fund and the benchmark and subsequently the Active return of the fund. 5. Asset size: For Debt funds, the threshold asset size is Rs 50 crore. 1. Mean rolling returns: Rolled daily for the last three years. 2. Consistency in the last three years: Hurst Exponent, H is used for computing the consistency of a fund. The H exponent is a measure of randomness of NAV series of a fund. Funds with high H tend to exhibit low volatility compared to funds with low H. i) When H = 0.5, the series of returns is said to be a geometric Brownian time series. This type of time series is difficult to When H 0.5, the series is said to be mean When H0.5, the series is said to be persistent. The larger the value of H, the stronger is the trend of the series 3. Downside risk: We have considered only the negative returns given by the mutual fund scheme for this measure. X = Returns below zeroY = Sum of all squares of XZ = Y/number of days taken for computing the ratioDownside risk = Square root of Z 4. Outperformance i) Equity portion: It is measured by Jensen's Alpha for the last three years. Jensen's Alpha shows the risk-adjusted return generated by a mutual fund scheme relative to the expected market return predicted by the Capital Asset Pricing Model (CAPM). Higher Alpha indicates that the portfolio performance has outstripped the returns predicted by the returns generated by the MF Scheme =[Risk Free Rate + Beta of the MF Scheme * {(Average return of the index - Risk Free Rate} ii) Debt portion: Fund Return – Benchmark return. Rolling returns rolled daily is used for computing the return of the fund and the benchmark and subsequently the Active return of the fund. 5. Asset size: For Hybrid funds, the threshold asset size is Rs 50 crore (Disclaimer: past performance is no guarantee for future performance.) Page 2
Time of India
3 days ago
- Time of India
Best mutual fund SIP portfolios to invest in June 2025
Recommended portfolio for conservative investors: ET Online Recommended portfolio for moderate investors: ET Online Recommended portfolio for aggressive investors: ET Online Live Events Methodology for equity funds: Methodology for debt funds: Methodology for hybrid funds: Many mutual fund investors, especially new investors, are often confused about how to choose a bunch of schemes to take care of their various goals, especially for long-term goals like retirement. They keep looking for a ready-made mutual fund portfolio to achieve their long-term goals. Here is some help for such investors. We have put together a slew of schemes, based on risk profile, time horizon, and the amount you want to invest. ETMutualFunds launched its recommended mutual fund portfolios to invest through SIPs in October 2016. Since then, we have been closely monitoring the schemes in these portfolios and coming up with updates on them regularly. We also inform our readers about poorly performing schemes and replacements for them. The schemes in these ready made portfolios are selected based on our in-house methodology mentioned at the end of this article. ETMutualFunds' best mutual fund SIP portfolios are meant for three different individual risk profiles: conservative, moderate and aggressive. We have also considered three SIP baskets – between Rs 2,000-5,000, between Rs 5,000-10,000 and above Rs 10,000 – while creating these portfolios. Take a look at our recommended portfolios. ETMutualFunds has employed the following parameters for shortlisting the equity mutual fund daily for the last three Exponent, H is used for computing the consistency of a fund. The H exponent is a measure of randomness of NAV series of a fund. Funds with high H tend to exhibit low volatility compared to funds with low H.i) When H = 0.5, the series of returns is said to be a geometric Brownian time series. This type of time series is difficult to When H is less than 0.5, the series is said to be mean When H is greater than 0.5, the series is said to be persistent. The larger the value of H, the stronger is the trend of the seriesWe have considered only the negative returns given by the mutual fund scheme for this measure.X =Returns below zeroY = Sum of all squares of XZ = Y/number of days taken for computing the ratioDownside risk = Square root of ZIt is measured by Jensen's Alpha for the last three years. Jensen's Alpha shows the risk-adjusted return generated by a mutual fund scheme relative to the expected market return predicted by the Capital Asset Pricing Model (CAPM). Higher Alpha indicates that the portfolio performance has outstripped the returns predicted by the returns generated by the MF Scheme =[Risk Free Rate + Beta of the MF Scheme * {(Average return of the index - Risk Free Rate}For Equity funds, the threshold asset size is Rs 50 daily for the last three Exponent, H is used for computing the consistency of a fund. The H exponent is a measure of randomness of NAV series of a fund. Funds with high H tend to exhibit low volatility compared to funds with low H.i) When H = 0.5, the series of returns is said to be a geometric Brownian time series. This type of time series is difficult to When H is less than 0.5, the series is said to be mean When H is greater than 0.5, the series is said to be persistent. The larger the value of H, the stronger is the trend of the seriesWe have considered only the negative returns given by the mutual fund scheme for this measure.X =Returns below zeroY = Sum of all squares of XZ = Y/number of days taken for computing the ratioDownside risk = Square root of ZFund Return – Benchmark return. Rolling returns rolled daily is used for computing the return of the fund and the benchmark and subsequently the Active return of the Debt funds, the threshold asset size is Rs 50 daily for the last three Exponent, H is used for computing the consistency of a fund. The H exponent is a measure of randomness of NAV series of a fund. Funds with high H tend to exhibit low volatility compared to funds with low H.i) When H = 0.5, the series of returns is said to be a geometric Brownian time series. This type of time series is difficult to When H <0.5, the series is said to be mean When H>0.5, the series is said to be persistent. The larger the value of H, the stronger is the trend of the seriesWe have considered only the negative returns given by the mutual fund scheme for this measure.X = Returns below zeroY = Sum of all squares of XZ = Y/number of days taken for computing the ratioDownside risk = Square root of ZIt is measured by Jensen's Alpha for the last three years. Jensen's Alpha shows the risk-adjusted return generated by a mutual fund scheme relative to the expected market return predicted by the Capital Asset Pricing Model (CAPM). Higher Alpha indicates that the portfolio performance has outstripped the returns predicted by the returns generated by the MF Scheme =[Risk Free Rate + Beta of the MF Scheme * {(Average return of the index - Risk Free Rate}Fund Return – Benchmark return. Rolling returns rolled daily is used for computing the return of the fund and the benchmark and subsequently the Active return of the Hybrid funds, the threshold asset size is Rs 50 crore
