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Equity Mutual Funds

Equity funds or growth funds​

Common Names​

  • Bluechip’ and ‘large-cap’ are the same thing.
  • ‘Long-term equity’, ‘tax saver’, ‘tax plan’, ‘tax relief’, and ‘ELSS’ are all the same thing - they are funds that help you save tax under section 80C.
  • ‘Emerging large-cap’ is the same as ‘large & mid-cap’.

What is difference in Multi Asset Fund & other Hybrid funds?​

Hybrid funds are mutual funds that invest in both equity (shares) and debt (fixed income securities, bonds, etc).

They are also called balanced funds.

There are a few kinds of hybrid funds.

Multi-asset funds are also hybrid in nature but there’s one major difference. They have to invest in at least 3 different assets and must invest at least 10% in each of those assets.

For example, a multi-asset fund might invest in equity, debt, as well as gold.

Active Equity MFs​

  • PPFAS LTE
  • HDFC Hybrid Equity
  • Quantum Long Term Equity
  • Motilal Oswal Focused 25 Fund

Midcap funds​

  • HDFC Mid cap opportunities fund
  • Kotak emerging equity fund
  • Edelweiss midcap fund
  • SBI magnum midcap fund
  • Motilal Oswal midcap fund
  • Nippon india growth fund

Best midcap mutual fund 2023 | Detail Comparison of best performing midcap funds - YouTube

Momentum Investing​

Momentum Investing

Momentum Funds

Active - Quant Momentum Fund

Types of momentum​

  1. Absolute momentum - A stock's recent performance is compared to it's historical performance
  2. Relative momentum - A stock's recent performance is compared to it's sector or broad market index

Types of momentum Strategies​

  1. Price momentum - Assets with strong recent price performance
  2. Relative strength momentum - Compares an asset's performance to its benchmark
  3. Cross sectional momentum - Compares price movements of two stocks within the same sector
  4. Time series momentum - Capitalizing on continuation of existing price trends
  5. 52-week high momentum - Focuses on assets reaching new hight over a 52-week period
  6. Dual momentum - Combines both relative and absolute momentum signals
  7. Volatility momentum - Investing based on momentum of market volatility levels
  8. Earning momentum - Assets with strong and consistently growing earnings
  9. Fundamental momentum - Selects assets based on fundamental factors like earnings growth, revenue, etc
  10. Smart beta momentum - Alternative weighting schemes to capture momentum in asset prices
  11. Global macro momentum - Invest based on macroeconomic factors like GDP, interest rates, inflation, trade balance, etc across global markets

Why Momentum Investing is now 15% of My Portfolio? | How to Find Momentum Stocks | Momentum Funds - YouTube

Learn to build momentum portfolio in 6 easy steps | What is momentum & h...

Which Are the Top-Performing Momentum Mutual Funds? - YouTube

Funds​

https://www.moneycontrol.com/mutual-funds/nav/icici-prudential-nifty-index-fund/MPI031

https://www.moneycontrol.com/mutual-funds/nav/parag-parikh-flexi-cap-fund-direct-plan-growth/MPP002

https://www.moneycontrol.com/mutual-funds/nav/hdfc-mid-cap-opportunities-fund-direct-plan-growth/MHD1161

SBI smallcap mutual fund - https://twitter.com/etmoney/status/1590690695408676865

Is it time to exit small cap mutual funds?

Categories of actively managed equity mutual fund schemes​

  • Largecap: At least 80% in largecap
  • Midcap: At least 65% in midcap
  • Smallcap: At least 65% in smallcap
  • Large & midcap: At least 35% each in largecap and midcap
  • Multicap: At least 65% in equities and no market-cap wise restriction

In the multicap category, the allocation decision is left to the fund manager who is better equipped to take allocation decision compared to retail investors and their advisers. The fund manager doesn't have a restricted mandate, and therefore, he is free to invest where he finds better opportunities.

  • Sectoral/Thematic: At least 80% in the chosen sector stocks
  • Focused: At least 65% in equities and a maximum of 30 stocks in the portfolio.
  • Dividend Yield: At least 65% in equities but in dividend-yielding stocks
  • Value/Contra: At least 65% in equities, the scheme should follow value or contra investment strategy.
  • ELSS: At least 80% in equities, lock-in of 3 years and tax benefit under section 80C

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Smallcase​

True cost of Smallcase Investing EXPOSED | Ankur Warikoo

Smallcases​

  1. Windmill Capital - Straight Flush
  2. Windmill Capital - Value and Momentum
  3. Windmill Capital - Brand Value
  4. Low risk smart beta: https://www.smallcase.com/smallcase/low-risk-smart-beta-SCSB_0003
  5. Weekend Investing - Smallcase Weekend Investing - Mi_NNF10
  6. Smallcase Capitalmind Momentum
  7. Dividend Aristocrat
  8. Dividend stars
  9. SmartNifty index
  10. Gulaq - https://www.gulaq.com

Analysis​

How to analyze an equity mutual fund? - YouTube

Getting started with equity mutual funds - YouTube

I'll Select These TWO Mutual Funds for my Lifetime Investing Portfolio - YouTube

  • Momentum - Nifty 200 Momentum 30 Index
  • Value fund - Nifty 500 Value 50 Index

List of worst equity mutual funds (Jan 2013 to Dec 2023)

Flexi-cap funds vs. focused equity funds: Which is better? | Value Research

What you need to know about small cap mutual fund stress tests

Motilal Defence Fund breaks record at Rs 1676 cr but is it worth investing? | Personal Finance - Business Standard

Best Large & Midcap Mutual Fund for 2025 - YouTube

  • Kotak equity opportunities fund