Latest news with #MidcapFund
Time of India
4 days ago
- Business
- Time of India
Motilal Oswal Midcap Fund, Quant Small Cap Fund among 15 mutual funds delivering over 25% XIRR on SIP investments in 5 years
Live Events Around 15 equity mutual funds offered over 25% XIRR on SIP investments in the last five years which includes some prominent names such as Quant Small Cap Fund Motilal Oswal Midcap Fund , Invesco India Midcap Fund, and Edelweiss Mid Cap Fund . There were around 203 funds in the mentioned time Oswal Midcap Fund offered the highest XIRR on SIP investments of around 30.13% in the last five years. A monthly SIP of Rs 10,000 in the fund would have been Rs 12.47 lakh in the said time Read | SBI FDs offer up to 6% returns in short term. Should investors explore debt mutual funds instead? Bandhan Small Cap Fund and Quant Small Cap Fund offered 30.08% and 27.81% XIRR respectively on SIP investments in the last five years. Two funds from Invesco Mutual Fund - Invesco India Midcap Fund and Invesco India Smallcap Fund - offered an XIRR of 27.63% and 27.42% respectively in the said time India Small Cap Fund, the largest small cap fund based on assets managed, delivered an XIRR of 27.42% in the last five years, followed by two mid cap funds. HDFC Mid Cap Fund and Edelweiss Mid Cap Fund gave an XIRR of 26.87% and 26.07% respectively in the said time India Growth Mid Cap Fund delivered an XIRR of 26% on SIP investments in the last five years, followed by Motilal Oswal Large & Midcap Fund which gave an XIRR of 25.98% in the same India Multi Cap Fund gave an XIRR of 25.63% on SIP investments in the mentioned time period, followed by four small cap funds. Tata Small Cap Fund, HDFC Small Cap Fund, Franklin India Small Cap Fund, and HSBC Small Cap Fund delivered an XIRR of 25.62%, 25.28%, 25.16%, and 25% respectively in the last five other 188 funds in the list gave XIRR ranging between 10.20% and 24.42% on SIP investments in the same period. Mahindra Manulife Mid Cap Fund gave an XIRR of 24.42% in the mentioned time Read | Madhu Lunawat makes history as first Indian woman to set up a mutual fund business SBI Contra Fund, the largest and oldest contra fund based on assets managed, delivered an XIRR of 23.49% in the similar time frame. The largest flexi cap fund based on assets managed, Parag Parikh Flexi Cap Fund, offered an XIRR of 20.09% on SIP ELSS Tax Saver Fund, Axis Focused Fund, and Motilal Oswal Focused Fund were the last ones in the list to offer 10% XIRR in the last five years. The funds gave 10.91%, 10.48%, and 10.20% XIRR in the last five considered all equity funds excluding sectoral and thematic funds. We considered regular and growth options. We calculated the SIP performance for the last five years i.e. SIP made on July 21, the above exercise is not a recommendation. The exercise was done to find which equity mutual funds gave over 25% XIRR on SIP investments in the last five years. One should not make investment or redemption decisions based on the above should always consider risk appetite, investment horizon, and goals before making any investment decisions.(Disclaimer: 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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Business Standard
18-07-2025
- Business
- Business Standard
₹23,500 cr June MF inflows: Flexicap funds win, 50% go to just 10 schemes
After hitting a 13-month low in May 2025, equity mutual fund (MF) inflows surged back in June to ₹23,500 crore, a sharp recovery from ₹19,000 crore the previous month. However, beneath the headline number lies a story of concentration and selective investor appetite, with just a handful of schemes dominating the inflow charts. Data analysed by Elara Capital shows that the top 10 mutual fund schemes accounted for nearly 50% of all active fund inflows last month. Flexi Cap and Midcap Schemes Dominate The Flexi Cap category led the charge with ₹5,700 crore in inflows—the highest since July 2021. Much of this was absorbed by the Parag Parikh Flexicap Fund, which alone accounted for 12.6% of total active inflows and 50% of the category's one-year inflow. Notably, a significant portion of this fund's capital is either sitting in cash or has been deployed into primary market issuances—a key trend across MF cash movements this year. In the midcap segment, while inflows remained in line with historical averages, around 42% of incremental capital went into just one fund—Motilal Oswal Midcap—highlighting continued fund-level concentration. Sectoral and Thematic Funds Lose Steam Investor enthusiasm for sectoral and thematic funds seems to be waning. The category saw modest inflows of only ₹470 crore in June. Energy funds, once popular, saw outflows of ₹740 crore—the sharpest monthly redemption in four years. Manufacturing funds faced redemptions for the seventh consecutive month, while Quant and Logistics-themed schemes also witnessed fresh selling pressure. "The most pronounced investor enthusiasm since 2023 was seen in Manufacturing, Innovation, Business Cycle, and Infrastructure-themed funds. However, Manufacturing has already witnessed redemptions over the past few months, and inflows into other categories have also sectoral funds, Energy and Infra categories have also begun to see outflows," noted the report. Top-10 schemes take 50% of the total active inflows in Jun led by Parag Parikh Flexicap Fund (12.6%), HDFC Flexicap Fund (7.4%), Motilal Oswal Midcap Fund (5%), Bandhan Smallcap Fund (3.5%) and HDFC Focused Fund (3.3%) Large-cap Reallocation Underway June also saw a noticeable uptick in Large Cap allocations across scheme categories: Midcap schemes increased their largecap exposure by 3.7% Large & Midcap schemes added 2.4% Flexi Cap schemes raised it by 1.1% However, Multicap allocations remained unchanged, and Small Cap funds are already near their record largecap allocation of 7.2%. Despite these shifts, most equity schemes remain underweight on largecaps compared to long-term averages—implying further reallocation could be underway, particularly as markets stabilize. Cash Levels Plunge—Where Did the Money Go? A sharp drawdown in MF cash positions was one of the most significant trends in June. Overall cash levels fell to 5.5%, down from 6.3% in May and a peak of 6.8% in April. This translates to an INR 16,400 crore decline in cash, with total cash across active equity MFs now at ₹1.84 lakh crore—close to pre-COVID averages. The capital has largely been deployed into primary market issues, including IPOs and pre-IPO placements. Historical trends suggest that such aggressive deployment phases have historically preceded both market peaks (2012, 2013, 2017) and major uptrends (2013, 2016, 2020), making this a critical signal for investors to monitor. Notably: Largecap schemes marginally increased cash to ₹17,580 crore. Midcap funds saw the sharpest cash drawdown—from 7.3% to 5.3%, led by deployment from Motilal Oswal Midcap Fund. Smallcap funds also trimmed cash from 8.3% in April to 7% in June. What It Means for Investors While the headline rebound in inflows signals improved sentiment, concentration risk remains high, with a few high-performing funds attracting a majority of capital. Investors should remain mindful of this trend when evaluating MF portfolios. The aggressive cash deployment may hint at institutional bullishness, but it also means that fund managers are now more exposed to market swings. Meanwhile, fading interest in thematic and sectoral funds suggests a shift towards core diversified categories and quality stock-picking. Key Takeaways for Investors: Diversify across fund houses and not just top-performing schemes. Monitor largecap exposure in your MF holdings; many funds may realign portfolios over the next quarter. Be cautious with thematic bets, especially in funds facing sustained redemptions. Watch for signals in cash allocation trends, which may precede market shifts.
Economic Times
08-07-2025
- Business
- Economic Times
12 equity mutual funds offer over 25% CAGR in 5 years, smallcap funds lead
Synopsis Motilal Oswal Midcap Fund, Quant Small Cap Fund, Tata Small Cap Fund, Edelweiss Small Cap Fund, Motilal Oswal Large & Midcap Fund, what is rolling return, rolling return, mutual funds, mutual fund news Agencies Motilal Oswal Midcap Fund, Quant Small Cap Fund, Tata Small Cap Fund, Edelweiss Small Cap Fund, Motilal Oswal Large & Midcap Fund, what is rolling return, rolling return, mutual funds, mutual fund newsAround 12 equity mutual funds have offered over 25% CAGR in the last five years based on daily rolling returns, an analysis by ETMutualFunds showed. There were 200 funds in the said time period, of which 199 gave double-digit CAGR and only one gave single-digit CAGR.A further analysis of the performance of these 12 funds showed that the first four were small caps. There were around eight small cap funds, two mid cap funds, and one flexi cap, and one large & mid cap fund gave over 25% CAGR in the last five Small Cap Fund gave the highest CAGR of 35.61% in the last five years based on daily rolling returns. Bank of India Small Cap Fund and Canara Rob Small Cap Fund gave 33.88% and 31.77% CAGR respectively in the said time period based on the same parameters. Also Read | NFO Insight: Quant Mutual Fund's equity saving fund opens for subscription. Should you add this in current market scenario? Edelweiss Small Cap Fund delivered 31.55% CAGR in the last five years, followed by Union Midcap Fund which gave 30.44% CAGR in the same next three funds in the list were small caps. Tata Small Cap Fund and Invesco India Smallcap Fund offered a CAGR of 30.34% and 29.55% respectively in the mentioned time period, followed by ITI Small Cap Fund which gave 28.11% CAGR in the said time period based on daily rolling of India Flexi Cap Fund, the only flexi cap fund among these 12 funds, posted a CAGR of 28.06% in the last five years based on daily rolling Asset Midcap Fund gave a CAGR of 27.47% in the last five years. Quant Small Cap Fund, the largest fund managed by Quant Mutual Fund, delivered a CAGR of 26.71% in the mentioned period. Motilal Oswal Large & Midcap Fund, the only large & mid cap fund among these 12 funds, gave a CAGR of 26.70% in the last five years based on daily rolling funds in the list gave a CAGR ranging between 10.23% to 24.80% in the last five years based on daily rolling returns. Quant ELSS Tax Saver Fund gave a CAGR of 24.80% in the last five years. Aditya Birla SL ELSS Tax Saver Fund gave a CAGR of 10.23% in the last five years. Also Read | Sebi proposes new rule to allow AMCs advise pooled funds Taurus Flexi Cap Fund, an outliner, gave single-digit CAGR of 9.91% in the last five years based on daily rolling returns. We considered all equity mutual funds. We considered regular and growth options. We considered daily rolling returns of these the above exercise is not a recommendation. The exercise was done to find which equity funds gave over 25% CAGR in the last five years based on daily rolling returns. One should not make investment or redemption decisions based on the above should always consider risk appetite, investment horizon, and goals before making investment decisions.
