Latest news with #CanaraRobecoBluechipEquityFund
Time of India
05-08-2025
- Business
- Time of India
Best large cap mutual funds to invest in August 2025
Volatile times ahead Live Events Best large cap mutual funds to invest in August 2025: Axis Bluechip Fund Canara Robeco Bluechip Equity Fund Mirae Asset Large Cap Fund Baroda BNP Paribas Large Cap Fund Edelweiss Large Cap Fund Here is our methodology: Many mutual fund advisors have been recommending to invest in large cap schemes in the current financial year. They believe that the large cap category may do well as the market is entering into the expensive territory. These advisors say that the stock market is at an all-time high and the market is likely to become volatile. So, if you are a conservative investor and are looking to invest in relatively safer equity mutual fund schemes to achieve your long-term goals, you should consider investing in large cap mutual funds . However, before that you should familiarise yourself with what are large cap mutual funds and the prevailing conditions in the stock to the Sebi mandate, the large cap mutual funds are mandated to invest in top 100 companies by market capitalisation. Large companies fare better in a volatile market as these companies may be market leaders and resilient to downturns. That is why if you are looking for a relatively safer mutual fund category, you should consider investing in large cap equity investors are concerned about the increasing volatility and uncertainties in the market. A rising market, higher interest rates, and inflation are puzzling. The relative stability of the Indian economy and better fundamentals are supporting the market. However, one can't be completely safe from the global scenario. This is the reason why advisors are asking the investors to proceed investors and mutual fund analysts believe that large cap schemes are losing their mojo lately. Ever since SEBI introduced the total return index in 2018 and stricter investment norms, the large cap schemes have been struggling to beat their benchmarks. However, writing off large cap schemes completely could be a mistake. It is true that new benchmarks and stricter investment norms have made life difficult for these schemes. However, the large cap schemes can still continue to offer inflation beating returns without too much in other mutual fund categories for higher returns without paying attention to the extra risk could be a costly mistake for the investors. If you are happy with 10-12% returns offered by large cap mutual funds over a long period, you should invest in them. If you want to match the market returns, you may educate yourself about index schemes and invest in a large cap index you are interested in investing in large cap mutual funds to take care of your long-term financial goals, here are our recommended large cap schemes for August may invest in these schemes with a minimum investment horizon of five to seven years. Look out for our monthly updates where we keep discussing the performance of these schemes. We typically come up with our updates in the first or second week of every are the updates for this month. BNP Paribas Large Cap Fund has been in the second quartile in the last three months. The scheme had been in the first quartile earlier. Axis Bluechip Fund has been in the fourth quartile for the last 16 months. Canara Robeco Bluechip Equity Fund has been in the second quartile in the last three months. The scheme had been in the third quartile earlier. Mirae Asset Large Cap Fund has been in the fourth quartile for 21 monthsMany investors have been asking about the poor performance of Axis Bluechip Fund for over a period of time, and whether they should continue to invest in the scheme. We believe equity mutual funds should be judged on their long-term performance. The scheme has outperformed its benchmark and category seven times in the last 10 years. That is a great record. Sure, the scheme has been underperforming its benchmark and category in the last three years. If you are worried, you may choose another large cap scheme. If you want to give it some more time, you can continue to invest in the scheme. Mutual fund analysts believe that schemes that have been pursuing the growth strategy have been faring poorly in the last few years as the value strategy has gained prominence in the 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 crore
Time of India
04-08-2025
- Business
- Time of India
Top 10 mutual funds to invest in August 2025
Live Events List of top 10 schemes: Canara Robeco Bluechip Equity Fund Mirae Asset Large Cap Fund Parag Parikh Flexi Cap Fund HDFC Flexi Cap Fund Axis Midcap Fund Kotak Emerging Equity Fund Axis Small Cap Fund SBI Small Cap Fund SBI Equity Hybrid Fund Mirae Asset Hybrid Equity Fund Aggressive hybrid funds Large cap funds Flexi cap funds Small cap, mid cap funds Methodology for hybrid funds: Methodology for equity funds: Many new and relatively-inexperienced investors always look for top mutual funds to invest in. They ask their friends or colleagues or in some mutual fund forums for top or best schemes while starting their investment journey or while deciding to invest extra money. But most of them are not satisfied with the answers they get from the internet or friends due to different online search would mostly take you to some websites with ready-made lists. Most often, the schemes may be shortlisted on the basis of their short-term performance. Sometimes, the schemes from a single category may dominate the list because that category happens to be the flavour of the or colleagues may give you names of schemes they like or they are investing. Again, there is no guarantee the schemes are indeed suitable for people never proceed beyond collecting names of top funds because a lingering doubt about the veracity of the names always holds them back. No wonder, many investors keep visiting mutual fund forums for validation for years - even after they start is why ETMutualFunds decided to put out a list of top 10 mutual fund schemes. We have chosen two schemes from five different equity mutual fund categories - aggressive hybrid, large cap, mid cap, small cap and flexi cap schemes – which we believe should be enough for regular mutual fund investors. There are caveats: read till the end to ensure you are picking up the best scheme for are some pointers you should keep in mind while investing in these schemes. First, find out about each category and whether it is suited to your investment objective and risk hybrid schemes (or erstwhile balanced schemes or equity-oriented hybrid schemes) are ideal for newcomers to equity mutual funds. These schemes invest in a mix of equity (65-80%) and debt (20-35). Because of this hybrid portfolio they are considered relatively less volatile than pure equity schemes. Aggressive hybrid schemes are the best investment vehicle for very conservative equity investors looking to create long-term wealth without much equity investors want to play safe even while investing in stocks. Large cap schemes are meant for such individuals. These schemes invest in top 100 stocks and they are relatively safer than other pure equity mutual fund schemes. They are also relatively less volatile than mid cap and small cap schemes. In short, you should invest in large cap schemes if you are looking for modest returns with relative stability.A regular equity investor (one with a moderate risk appetite) looking to invest in the stock market need not look beyond flexi cap mutual funds (or diversified equity schemes). These schemes invest across market capitalisations and sectors, based on the view of the fund manager. A regular investor can benefit from the uptrend in any of the sectors, categories of stocks by investing in these about aggressive investors looking to pocket extra returns by taking extra risk? Well, they can bet on mid cap and small cap schemes. Mid cap schemes invest mostly in medium-sized companies and small cap funds invest in smaller companies in terms of market capitalisation. These schemes can be volatile, but they also have the potential to offer superior returns over a long period. You can invest in these mutual fund categories if you have a long-term investment horizon and an appetite for higher any search starting with the word 'best' or 'top' is unlikely to offer you the best solution. You should always choose a scheme that matches your investment objective, horizon, and risk profile. If you do not understand the basic mutual fund concepts or are totally new to mutual funds and investing, you should always seek the help of a mutual fund you are looking for our recommendations in various mutual fund category, see: Best mutual funds to invest : Rolled 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 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 crore.
Time of India
05-06-2025
- Business
- Time of India
Canara Robeco Mutual Fund announces change in name of 3 equity funds
Canara Robeco Mutual Fund announces change in name of three equity funds with effect from June 20. The fund house informed about these changes to its unitholders through a notice-cum-addendum. The fund house informed that names of Canara Robeco Focused Equity Fund , Canara Robeco Emerging Equities , and Canara Robeco Bluechip Equity Fund will be changed. This move came pursuant to SEBI communication dated March 27, 2025, with respect to 'uniformity in the nomenclature of equity oriented schemes', the fund house informed. Also Read | ICICI Prudential Mutual Fund renames two equity schemes Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Access all TV channels anywhere, anytime Techno Mag Learn More Undo Canara Robeco Focused Equity Fund will be changed to Canara Robeco Focused Fund. Canara Robeco Emerging Equities will be changed to Canara Robeco Large and Mid Cap Fund. Canara Robeco Bluechip Equity Fund will be changed to Canara Robeco Large Cap Fund . Accordingly, all references to the existing name of the schemes, wherever appearing in the SID and KIM of the aforesaid schemes, shall be replaced with the revised name of the schemes as mentioned above. Live Events It may be noted that necessary/incidental changes, if any, shall be made in the SID and KIM of the aforesaid schemes in the above regard. All other features including nature, investment objective, asset allocation pattern, fundamental attributes, terms and conditions of the schemes, shall remain unchanged. The SID and KIM of the aforesaid schemes will stand modified to the extent mentioned above. This addendum forms an integral part of the SID and KIM of the aforesaid schemes. Also Read | Nippon India Taiwan Equity Fund tops return chart with 22% in May. Can the momentum sustain? Canara Robeco Focused Equity Fund, Canara Robeco Emerging Equities, and Canara Robeco Bluechip Equity Fund had an AUM of Rs 2,508 crore, Rs 24,040 crore, and Rs 15,621 crore respectively as on April 30, 2025. Recently ICICI Prudential Mutual Fund announced the change in name of ICICI Prudential Bluechip Fund and ICICI Prudential Value Discovery Fund. As these changes are pursuant to SEBI's communication dated March 27, 2025, with respect to 'uniformity in the nomenclature of equity oriented schemes many other fund houses are expected to change the name of their equity funds.
