Equity mutual funds offer up to 32% return in first six months of 2025. Sectoral, thematic funds rule return chart
Losers in the H1 CY2025
Equity mutual funds have offered up to 32% return in the first half of 2025 (January to June) and sectoral and thematic funds have ruled the return chart in the same time period, an analysis by ETMutualFunds showed. A deep dive in the data showed that the first 46 funds were sectoral and thematic funds.There were nearly 538 funds in the mentioned time frame, of which 44 gave double-digit returns, 348 gave single-digit returns, and 146 gave negative returns. Edelweiss Europe Dynamic Equity Off-shore Fund, the topper in the said period, delivered a return of 32.03% in the first half of the current calendar year. HSBC Brazil Fund and Invesco India - Invesco Pan European Equity FoF gave 30.97% and 23.86% returns respectively in H1 CY 2025. Mirae Asset Hang Seng TECH ETF FoF offered a 20.31% return in the mentioned time period.HDFC Defence Fund, the only actively managed fund based on defence sector, posted a return of 19.33%.Edelweiss US Technology Equity FOF and Edelweiss Gr China Equity Off-Shore Fund were the last ones to offer double-digit returns in the first half of 2025.DSP Global Innovation FoF- gave 9.74% return in the said time period. In the similar time frame, HDFC Flexi Cap Fund posted a return of 7.11% and Mirae Asset Large Cap Fund gave 6.31% in the same period. Parag Parikh Flexi Cap Fund , the largest active fund and flexi cap fund based on assets managed, posted a return of 5.29% in the first six months of the current calendar year. SBI Energy Opportunities Fund and SBI Equity Minimum Variance Fund gave 3.99% in the similar time period. Mirae Asset NYSE FANG+ETF FoF, an international fund, gave a return of 3.16% in the first half of 2025 so far.SBI Contra Fund, the largest and oldest contra fund, offered a return of 3.02% in the said time period.Edelweiss Mid Cap Fund delivered a return of 2.69% in the said time period.Franklin India Prima Fund, a prominent mid cap fund, posted a return of 1.63% in the first half of 2025. HSBC Infrastructure Fund was the last one to post positive returns in the said time period. The fund gave 0.02% return.Shriram Multi Sector Rotation Fund lost the most at around 18.40% in the first half of 2025, followed by Union Active Momentum Fund which lost 12.12% in the same period.LIC MF Small Cap Fund offered a return of 10.93% in the mentioned time period. Mirae Asset S&P 500 Top 50 ETF FoF offered a negative return of 5.78% in the same period.Kotak Small Cap Fund and Tata Small Cap Fund lost 3.98% each in the mentioned period. Quant Commodities Fund and Quant Infrastructure Fund gave a negative return of 2.48% and 2.45% respectively in the first six months of 2025.SBI Technology Opp Fund and SBI Small Cap Fund lost 2.27% and 2.23% respectively in the mentioned time period.The largest small cap fund based on assets managed, Nippon India Small Cap Fund, lost 1.43% in the first half of the current calendar year. Quant Small Cap Fund lost 0.09% in the mentioned period. Tata Multicap Fund was the last fund to deliver negative returns in the said period.We considered all equity mutual funds including sectoral and thematic funds. We considered regular and growth options. We calculated the performance from January 1, 2025 to June 30, 2025.Note, the above exercise is not a recommendation. The exercise was done to find how equity mutual funds have performed in the first half of the current calendar year. One should not make investment or redemption decisions based on the above exercise.One should always consider risk appetite, investment horizon, and goals before making any investment decisions.: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts. Do share your questions on ETMFqueries@timesinternet.in along with your age, risk profile, and Twitter handle.
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Business Standard
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Mines, magnets and Mao: How China built its global rare earth dominance
Rare earth metals were an afterthought for most world leaders until China temporarily suspended most exports of them a couple of months ago. But for almost half a century, they have received attention from the very top of the Chinese government. During his 27-year rule in China, Mao Zedong focused often on increasing how much iron and steel China produced, but seldom on its quality. The result was high production of weak iron and steel that could not meet the needs of the industry. In the late 1940s, metallurgists in Britain and the United States had developed a fairly low-tech way to improve the quality of ductile iron, which is widely used for pipelines, car parts and other applications. The secret? Add a dash of the rare earth cerium to the metal while it is still molten. It was one of the early industrial uses of rare earths. And unlike most kinds of rare earths, cerium was fairly easy to chemically separate from ore. When Deng Xiaoping emerged as China's paramount leader in 1978, he moved quickly to fix the country's iron and steel industry. Deng named a top technocrat, Fang Yi, as a vice premier and also as the director of the powerful State Science and Technology Commission. Fang immediately took top geologists and scientists to Baotou, a city in China's Inner Mongolia that had vast steel mills and the country's largest iron ore mine nearby. Baotou had already made much of the iron and steel for China's tanks and artillery under Mao, but Fang's team made an important decision to extract more than iron from the mine. The city's iron ore deposit was laced with large quantities of so-called light rare earths. These included not just cerium, for ductile iron and for glass manufacturing, but also lanthanum, used in refining oil. The iron ore deposit also held medium rare earths, like samarium. The United States had started using samarium in the 1970s to make the heat-resistant magnets needed for electric motors inside supersonic fighter jets and missiles. 'Rare earths have important application value in steel, ductile iron, glass and ceramics, military industry, electronics and new materials,' Fang declared during his visit to Baotou in 1978, according to an exhibit at the city's museum. At the time, Sino-American relations were improving. Soon after his Baotou visit, Fang took top Chinese engineers to visit America's most advanced factories, including Lockheed Martin and McDonnell Douglas assembly plants near Los Angeles. Rare earth metals are tightly bound together in nature. Prying them apart, particularly the heavier rare earths, requires many rounds of chemical processes and huge quantities of acid. During the 1950s and 1960s, the United States and the Soviet Union had each developed similar ways to separate rare earths. But their techniques were costly, requiring stainless steel vats and piping as well as expensive nitric acid. China ordered government research institutes to devise a cheaper approach, said Constantine Karayannopoulos, a chemical engineer and former chief executive of several of the largest North American rare earth companies. The Chinese engineers figured out how to separate rare earths using inexpensive plastic and hydrochloric acid instead. The cost advantage, together with weak enforcement of environmental standards, allowed China's rare earth refineries to undercut competitors in the West. Facing increasingly stiff environmental regulations, almost all of the West's refineries closed. Separately, China's geologists discovered that their country held nearly half the world's deposits of rare earths, including rich deposits of heavy rare earths in south-central China, valuable for magnets in cars as well as for medical imaging and other applications. In the 1990s and 2000s, Chinese refinery engineers mastered the task of prying apart heavy rare earths. That gave China an almost total monopoly on heavy rare earth production. 'The Middle East has oil,' Deng said in 1992. 'China has rare earths.' By then, he and Fang had already trained the next leader to guide the country's rare earth industry: a geologist named Wen Jiabao. He had earned a master's degree in rare earth sciences in the late 1960s at the Beijing Institute of Geology, when most of the rest of China was paralyzed during the upheaval of the Cultural Revolution. Wen went on to become a vice premier in 1998 and then China's premier from 2003 to 2013. During a visit to Europe in 2010, he declared that little happened on rare earth policy in China without his personal involvement.
Time of India
a day ago
- Time of India
China's rare-earth origin story, explained
Rare-earth metals were an afterthought for most world leaders until China temporarily suspended most exports of them a couple months ago. But for almost a half-century, they have received attention from the very top of the Chinese government. During his 27-year rule in China, Mao Zedong focused often on increasing how much iron and steel China produced, but seldom on its quality. The result was high production of weak iron and steel that could not meet the needs of the industry. by Taboola by Taboola Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Egypt: Unsold Sofas Prices May Surprise You (Prices May Surprise You) Sofas | Search Ads Search Now Undo In the late 1940s, metallurgists in Britain and the United States had developed a fairly low-tech way to improve the quality of ductile iron, which is widely used for pipelines, car parts and other applications. The secret? Add a dash of the rare-earth cerium to the metal while it is still molten. It was one of the early industrial uses of rare earths. And unlike most kinds of rare earths, cerium was fairly easy to chemically separate from ore. When Deng Xiaoping emerged as China's paramount leader in 1978, he moved quickly to fix the country's iron and steel industry. Deng named a top technocrat, Fang Yi, as a vice premier and also as a director of the powerful State Science and Technology Commission . Live Events Fang immediately took top geologists and scientists to Baotou, a city in China's Inner Mongolia that had vast steel mills and the country's largest iron ore mine nearby. Baotou had already made much of the iron and steel for China's tanks and artillery under Mao, but Fang's team made an important decision to extract more than iron from the mine. The city's iron ore deposit was laced with large quantities of so-called light rare earths. These included not just cerium, for ductile iron and for glass manufacturing, but also lanthanum, used in refining oil. The iron ore deposit also held medium rare earths, including samarium. The United States had started using samarium in the 1970s to make the heat-resistant magnets needed for electric motors inside supersonic fighter jets and missiles. "Rare earths have important application value in steel, ductile iron, glass and ceramics, military industry, electronics and new materials," Fang declared during his visit to Baotou in 1978, according to an exhibit at the city's museum. At the time, Sino-American relations were improving. Soon after his Baotou visit, Fang took top Chinese engineers to visit America's most advanced factories, including Lockheed Martin and McDonnell Douglas assembly plants near Los Angeles. Rare-earth metals are tightly bound together in nature. Prying them apart, particularly the heavier rare earths, requires many rounds of chemical processes and huge quantities of acid. During the 1950s and 1960s, the United States and the Soviet Union had each developed similar ways to separate rare earths. But their techniques were costly, requiring stainless steel vats and piping, as well as expensive nitric acid. China ordered government research institutes to devise a cheaper approach, said Constantine Karayannopoulos, a chemical engineer and former CEO of several of the largest North American rare-earth companies. Chinese engineers figured out how to separate rare earths using inexpensive plastic and hydrochloric acid instead. The cost advantage, together with weak enforcement of environmental standards, allowed China's rare-earth refineries to undercut competitors in the West. Facing increasingly stiff environmental regulations, almost all of the West's refineries closed. Separately, China's geologists discovered that their country held nearly half of the world's deposits of rare earths, including rich deposits of heavy rare earths in south-central China, valuable for magnets in cars and for medical imaging and other applications. In the 1990s and 2000s, Chinese refinery engineers mastered the task of prying apart heavy rare earths. That gave China an almost total monopoly on heavy rare-earth production. "The Middle East has oil," Deng said in 1992. "China has rare earths." By then, he and Fang had already trained the next leader to guide the country's rare-earth industry : a geologist named Wen Jiabao. He had earned a master's degree in rare-earth sciences in the late 1960s at the Beijing Institute of Geology, when most of the rest of China was paralyzed during the upheaval of the Cultural Revolution. Wen went on to become a vice premier in 1998 and then China's premier from 2003-13. During a visit to Europe in 2010, he declared that little happened on rare-earth policy in China without his personal involvement. (This article originally appeared in The New York Times.)
Time of India
2 days ago
- Time of India
Equity mutual funds offer up to 32% return in first six months of 2025. Sectoral, thematic funds rule return chart
Live Events Losers in the H1 CY2025 Equity mutual funds have offered up to 32% return in the first half of 2025 (January to June) and sectoral and thematic funds have ruled the return chart in the same time period, an analysis by ETMutualFunds showed. A deep dive in the data showed that the first 46 funds were sectoral and thematic were nearly 538 funds in the mentioned time frame, of which 44 gave double-digit returns, 348 gave single-digit returns, and 146 gave negative returns. Edelweiss Europe Dynamic Equity Off-shore Fund, the topper in the said period, delivered a return of 32.03% in the first half of the current calendar year. HSBC Brazil Fund and Invesco India - Invesco Pan European Equity FoF gave 30.97% and 23.86% returns respectively in H1 CY 2025. Mirae Asset Hang Seng TECH ETF FoF offered a 20.31% return in the mentioned time Defence Fund, the only actively managed fund based on defence sector, posted a return of 19.33%.Edelweiss US Technology Equity FOF and Edelweiss Gr China Equity Off-Shore Fund were the last ones to offer double-digit returns in the first half of Global Innovation FoF- gave 9.74% return in the said time period. In the similar time frame, HDFC Flexi Cap Fund posted a return of 7.11% and Mirae Asset Large Cap Fund gave 6.31% in the same period. Parag Parikh Flexi Cap Fund , the largest active fund and flexi cap fund based on assets managed, posted a return of 5.29% in the first six months of the current calendar year. SBI Energy Opportunities Fund and SBI Equity Minimum Variance Fund gave 3.99% in the similar time period. Mirae Asset NYSE FANG+ETF FoF, an international fund, gave a return of 3.16% in the first half of 2025 so Contra Fund, the largest and oldest contra fund, offered a return of 3.02% in the said time Mid Cap Fund delivered a return of 2.69% in the said time India Prima Fund, a prominent mid cap fund, posted a return of 1.63% in the first half of 2025. HSBC Infrastructure Fund was the last one to post positive returns in the said time period. The fund gave 0.02% Multi Sector Rotation Fund lost the most at around 18.40% in the first half of 2025, followed by Union Active Momentum Fund which lost 12.12% in the same MF Small Cap Fund offered a return of 10.93% in the mentioned time period. Mirae Asset S&P 500 Top 50 ETF FoF offered a negative return of 5.78% in the same Small Cap Fund and Tata Small Cap Fund lost 3.98% each in the mentioned period. Quant Commodities Fund and Quant Infrastructure Fund gave a negative return of 2.48% and 2.45% respectively in the first six months of Technology Opp Fund and SBI Small Cap Fund lost 2.27% and 2.23% respectively in the mentioned time largest small cap fund based on assets managed, Nippon India Small Cap Fund, lost 1.43% in the first half of the current calendar year. Quant Small Cap Fund lost 0.09% in the mentioned period. Tata Multicap Fund was the last fund to deliver negative returns in the said considered all equity mutual funds including sectoral and thematic funds. We considered regular and growth options. We calculated the performance from January 1, 2025 to June 30, the above exercise is not a recommendation. The exercise was done to find how equity mutual funds have performed in the first half of the current calendar year. 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.: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts. Do share your questions on ETMFqueries@ along with your age, risk profile, and Twitter handle.
