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Time of India
04-07-2025
- Business
- 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.
Mint
20-05-2025
- Business
- Mint
Global Investing for Indians: Secure Your Future & Fund Foreign Education
In an age where borders are porous but portfolios remain parochial,Mint Horizons came to Delhi with a bold proposition: it's time Indian investors stopped thinking domestically and started planning globally. If you want Mint Horizons to come to your city, register here. The evening began with Neil Borate, Deputy Editor at Mint, setting the tone by framing global investing as more than just a financial decision — it's a mindset shift. "We're no longer living in an economy isolated from global trends. Whether it's higher education, market volatility, or technological innovation — every decision has a cross-border implication," he said. From navigating market risk to funding international education, the Delhi edition brought together a diverse group of experts: Dhirendra Kumar , Founder & CEO of Value Research , Founder & CEO of Value Research Piyush Gupta , Co-founder & CTO of Zinc Money , Co-founder & CTO of Zinc Money Elizabeth Roche , Associate Professor at OP Jindal Global University , Associate Professor at OP Jindal Global University Ambassador Dr. Mohan Kumar , Former Indian Ambassador to France , Former Indian Ambassador to France Ajay Srivastava, Founder of Global Trade Research Initiative Kicking off the keynote was Dhirendra Kumar, who reflected on how Indian investors — and his own portfolio — have evolved. Kumar shared that nearly 25% of his total assets are now globally allocated, predominantly in Nasdaq 100 and FANG+ ETFs. 'I've always invested in what I understand — and I understand technology,' he said. His decades-long conviction in the U.S. tech ecosystem has paid off, delivering returns far superior to his Indian mutual fund holdings. Mint Money Editor Neil Borate with Dhirendra Kumar, CEO of Value Research But despite his strong advocacy for global diversification, Kumar cautioned against immediate enthusiasm. Many international ETFs available to Indians today, like FANG+ and Nasdaq 100, trade at a 10–25% premium to their NAV, making them inefficient entry points. You can watch Kumar's segment and others in the video below, Piyush Gupta, Co-founder & CTO of Zinc Money, presented an alternative, make global investing systematic and aligned with life goals — especially children's foreign education. Gupta explained that higher education abroad is no longer a distant aspiration. With over 1 million Indian students studying overseas, the need tosave, invest, and even borrow in USD has become urgent. Zinc Money — a Gift City-based fintech — helps Indian parents do just that. Using their regulatory licenses (RIA, broker-dealer, PSP), they offer goal-based portfolios, dollar wallets, and even international education loans — all within a SEBI-equivalent framework. Their flagship innovation: aGlobal Target Savings ETF (2031–34) that mimics the lifecycle of an education goal. The ETF starts with higher equity exposure and gradually de-risks toward debt as the education date nears — with no dividend payouts and tax efficiency due to in-ETF rebalancing. 'We're not just enabling investing,' Gupta said, 'we're building a structure around purpose.' The event concluded with a power-packed geopolitical panel moderated by Elizabeth Roche, featuring Ambassador Dr. Mohan Kumar and Ajay Srivastava. Dr. Kumar warned that global trade, once built on multilateral trust and WTO rules, is now shifting towards reciprocal, strategic deals driven by tariff wars and geopolitics. 'President Trump's trade policies have brought a wrecking ball to the WTO,' he said. 'But if India acts decisively, this crisis could be our 1991 moment — a chance to reform and plug into disrupted supply chains.' Srivastava added a reality check. 'Last time the U.S. imposed tariffs on China, it ended up importing even more — just rerouted via Mexico and Vietnam. China's exports rose by $1 trillion. So this strategy doesn't work. But everyone's adjusting to Trump anyway.' The panel also examinedIndia's recent FTAs with the UK and EU, noting improvements in market access (for textiles, seafood, and whisky), but warned that without deep reform in areas like agriculture, manufacturing, and disinvestment, India risks missing the boat — again. From Kumar's personal portfolio strategy to Zinc's education-linked investing, and finally to the macro lens of geopolitics, the message was clear:global investing is no longer a luxury — it's an essential tool for risk management and future planning. As Neil Borate closed the session, he reminded the audience that discipline, not complexity, drives returns. And in today's world, thinking beyond borders might just be the simplest step toward financial resilience.
