TAX SAVING MUTUAL FUNDS PERFORMANCE
Mutual fund SIP stoppage ratio slows down to nearly 72% in May
The mutual fund SIP stoppage ratio dropped sharply to 72.12% in May, down from 297.74% in April and 88.38% in May 2024, signaling improved investor sentiment. While 42.66 lakh SIPs were discontinued or completed in May, 59.15 lakh new SIPs were registered, reflecting a strong rebound in systematic investment activity compared to the previous month.
Best flexi cap mutual funds to invest in June 2025
Flexi cap mutual funds offer the fund managers the freedom to invest across market capitalisations and sectors/themes. It means the fund managers can invest anywhere based on his outlook on the market. Flexi cap schemes are typically recommended to moderate investors to create wealth over a long period of time. Ideally, one should invest in these schemes with an investment horizon of five to seven years.
Why did equity mutual fund inflows drop by 22% in May?
Equity mutual funds experienced a dip in inflows during May, falling to ₹19,013 crore as investors turned cautious amid high stock valuations. Despite this, SIP investments reached a record ₹26,688 crore. Debt funds saw outflows, while hybrid funds, particularly arbitrage funds, gained traction. Overall AUM for the mutual fund industry increased, driven by market gains.
Trump’s ‘Baby Investment Accounts’: What you need to know
A proposal backed by Donald Trump suggests creating $1,000 investment accounts for American newborns between 2025 and 2028. These 'Trump Accounts,' part of a larger tax-cut package, would allow additional contributions and become accessible at 18 for education or a first home, with full access at 30.
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Best tax saving mutual funds or ELSS to invest in June 2025
Tax saving mutual funds or ELSSs invest in stocks. Therefore, they have a very high risk. You should be aware of this aspect, especially if you are a first-time investor in equity mutual funds. Compared to your usual investments like Public Provident Fund or National Savings Certificate, etc, ELSSs do not offer guaranteed returns. You may even suffer losses in a bad market.
Nifty Bank hits 57,000. Is it time for mutual fund investors to bet on banking funds?
Nifty Bank crossed the 57,000 mark for the first time, driven by strong earnings, low NPAs, and improved valuations. Experts suggest aggressive investors may consider 5–10% exposure to banking funds, but diversified equity funds remain preferable for broader stability.
30 equity mutual funds down by over 10% from their 52-week high NAVs
Around 30 equity mutual funds have declined over 10% from their 52-week high NAVs, with flexi cap funds leading the list of underperformers. NJ Flexi Cap Fund, Shriram Flexi Cap Fund, and Samco Flexi Cap Fund experienced significant drops. Conversely, funds like SBI Focused Equity Fund and Parag Parikh Flexi Cap Fund reached their 52-week high NAVs on June 6.
Explained: Why holding mutual fund units in demat form makes sense
Digitizing mutual fund investments through demat accounts enhances transparency, efficiency, and investor control. With seamless transactions, consolidated tracking, and added features like pledging and unified nomination, the system simplifies investing. NSDL highlights this as a transformative step in India’s financial evolution.
How to save tax on your Bitcoin investments in India, legally!
Indian Bitcoin investors face a steep 30% tax and 1% TDS, hindering profitability. Bitcoin ETFs offer a tax-efficient alternative, taxed as long-term capital gains at 12.5% if held over 24 months, with no TDS. Unlike direct crypto investments, ETF losses can be offset, providing significant tax savings.
Best large & mid cap funds to invest in June 2025
According to mutual fund advisors, large & mid cap mutual funds will evolve over a long period. There will be schemes that will be inclined towards large cap stocks and some schemes will be leaning toward mid cap stocks. This will make it easier for investors to choose the schemes based on their risk tolerance.
As deposit rates fall, banks turn to innovation to woo savers and stay competitive
With interest rates declining, banks face the challenge of attracting deposits. Experts suggest innovative products like fixed deposit-linked credit cards and sweep-in deposits are crucial. Younger savers are shifting to capital market products, while senior citizens favour government schemes. Banks are already adapting, but further rate cuts will necessitate more competitive offerings to retain depositors.
Best small cap mutual funds to invest in June 2025
Small cap mutual funds invest in very small companies or their stocks. According to the Sebi mandate, small cap funds must invest in companies that are ranked below 250 in terms of market capitalisation. These schemes also will have to invest at least 65% in small cap stocks.
MF Tracker: Will this Rs 30,000 crore smallcap fund continue to maintain its long-term performance?
SBI Small Cap Fund, with a 21.87% CAGR over seven years based on daily rolling returns, stands out for consistent performance and strong risk management. Despite short-term underperformance versus category averages, experts praise its downside protection and stock-picking approach, making it a compelling choice for long-term investors with a high-risk appetite.
9 equity mutual funds offer over 20% CAGR in seven years. Are there any included in your portfolio?
An analysis reveals that nine equity mutual funds delivered over 20% CAGR in the past seven years. Quant Mutual Fund's schemes topped the list. Around 171 funds completed seven years, with most providing double-digit returns. Nippon India and Motilal Oswal funds also performed well. Parag Parikh and SBI funds offered lower returns.
Best mid cap mutual funds to invest in June 2025
As per Sebi norms, the mid cap mutual funds are mandated to invest in companies that are between 101 and 250 in the market capitalisation. These companies can be leaders of tomorrow. That’s what makes them great bets. If these companies live up to the promise, the market will reward the investors handsomely
Nippon India Taiwan Equity Fund tops return chart with 22% in May. Can the momentum sustain?
Nippon India Taiwan Equity Fund topped equity fund returns in May with a 21.69% gain, driven by a surge in Taiwanese tech stocks. Experts highlight that while global funds may offer short-term gains, Indian markets offer better long-term prospects. Investors are advised to focus on fundamentals and risk appetite when considering international exposure.
Maximize Your Returns: The best equity savings funds for conservative investors
Investors seeking alternatives to traditional equity schemes due to high valuations can consider equity savings funds or conservatively managed hybrid funds. Equity savings funds offer a mix of equity, arbitrage, and bonds, primarily investing in large-cap stocks, and are taxed as equity products.
Which mutual funds are scoring high on value, quality and momentum factors: Insights from Share.Market’s MF scorecard
PPFAS Mutual Fund: Based on Share.Market’s CRISP Mutual Funds Scorecard, funds with high exposure to Value and Momentum styles outperformed across most categories over the past five years. Consistent performers include Nippon India, HDFC, ICICI Prudential, Franklin Templeton, and PPFAS Mutual Funds, with a strong focus on Quality, Value, and balanced investment styles driving sustained success.
NFO Alert: Samco Mutual Fund launches large & mid cap fund
Samco Mutual Fund introduces SAMCO Large & Mid Cap Fund. The new fund offer begins on June 5 and closes on June 19. This fund combines large-cap stability with mid-cap growth. It uses the C.A.R.E. Momentum Strategy. The fund invests in the top 250 companies. Minimum investment is Rs 5,000 or Rs 500 via SIP.
Best large cap mutual funds to invest in June 2025
According 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 funds.
How a Rs 50,000 monthly SIP for 20 years can grow to Rs 5 crore: Vijay Kedia explains
Ace investor Vijay Kedia emphasised the power of discipline and compounding, stating that a Rs 50,000 monthly SIP at 12% CAGR over 20 years can grow to around Rs 5 crore. In a social media post, he urged individuals to curb discretionary spending, save diligently, and focus on long-term wealth creation over consumer-driven lifestyles.
NFO Insight: Nippon Income Plus Arbitrage Active FoF opens. Is it time to add this emerging category to your portfolio?
Nippon India Mutual Fund introduces the Income Plus Arbitrage Active Fund of Fund, closing on June 11, aiming for stable returns through debt and arbitrage investments. Experts suggest these funds, with a mix of debt and arbitrage, offer tax-efficient returns for conservative investors with a 2-3 year horizon.
Smallcap mutual funds offer 8% average return in May, all equity mutual fund categories end with gains
Equity mutual fund categories showcased positive average returns in May, with small cap funds leading the pack at 8.20%. DSP Small Cap Fund topped the small cap category, while Nippon India Taiwan Equity Fund soared in international funds. Pharma & Health Care sector based funds experienced the lowest average return during the period.
Volatile Markets and SIPs: What should mutual fund investors do?
In a volatile market, experts urge investors to continue SIPs, emphasising long-term benefits, disciplined investing, and compounding. Despite recent market recovery, attractive valuations—especially during dips—make a strong case for continuing or increasing SIPs. Experts also suggest staggering lump-sum investments, opting for large-cap, multi-asset, or international funds to diversify and manage risks effectively.
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