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
Active - Quant Momentum Fund
Types of momentum
- Absolute momentum - A stock's recent performance is compared to it's historical performance
- Relative momentum - A stock's recent performance is compared to it's sector or broad market index
Types of momentum Strategies
- Price momentum - Assets with strong recent price performance
- Relative strength momentum - Compares an asset's performance to its benchmark
- Cross sectional momentum - Compares price movements of two stocks within the same sector
- Time series momentum - Capitalizing on continuation of existing price trends
- 52-week high momentum - Focuses on assets reaching new hight over a 52-week period
- Dual momentum - Combines both relative and absolute momentum signals
- Volatility momentum - Investing based on momentum of market volatility levels
- Earning momentum - Assets with strong and consistently growing earnings
- Fundamental momentum - Selects assets based on fundamental factors like earnings growth, revenue, etc
- Smart beta momentum - Alternative weighting schemes to capture momentum in asset prices
- Global macro momentum - Invest based on macroeconomic factors like GDP, interest rates, inflation, trade balance, etc across global markets
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
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
Smallcase
True cost of Smallcase Investing EXPOSED | Ankur Warikoo
Smallcases
- Windmill Capital - Straight Flush
- Windmill Capital - Value and Momentum
- Windmill Capital - Brand Value
- Low risk smart beta: https://www.smallcase.com/smallcase/low-risk-smart-beta-SCSB_0003
- Weekend Investing - Smallcase Weekend Investing - Mi_NNF10
- Smallcase Capitalmind Momentum
- Dividend Aristocrat
- Dividend stars
- SmartNifty index
- Gulaq - https://www.gulaq.com
Analysis
How to analyze an equity mutual fund? - YouTube
Links
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