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Hans India
4 days ago
- Business
- Hans India
5 mutual funds that beat NIFTY & SENSEX over the last 10 years
India's stock markets have witnessed phenomenal growth over the last decade, particularly post-pandemic when retail participation surged. The benchmark indices—NIFTY50 and SENSEX—scaled record highs. However, a select few mutual funds didn't just follow the market—they beat it. Let's take a look at the top mutual funds that have quietly outperformed the indices over the past 10 years. 🔝 Top Mutual Funds That Beat the Indices 1. Nippon India Small Cap Fund A consistent small-cap performer known for identifying high-potential companies early. It has shown remarkable resilience even in volatile markets. Launch Year: 2010 AUM: ₹63,000 crore 10-Year CAGR: 24% Top Holdings: TREPS (4.4%), HDFC Bank (2.05%), MCX (1.94%) Sectors: Industrials (12.71%), Materials (12.47%), Financials (11.10%) 2. Quant Small Cap Fund This quant-driven fund uses algorithms and data analytics to manage its portfolio dynamically. Best suited for experienced investors. Launch Year: 1996 AUM: ₹28,000 crore 10-Year CAGR: 20.7% Top Holdings: Reliance Industries (9.85%), TREPS (6.47%), Jio Financial (5.69%) Sectors: Energy (14.42%), Healthcare (13.16%), Materials (7.63%) 3. Motilal Oswal Midcap Fund The only mid-cap-focused fund on the list, it targets quality mid-sized companies with strong management. Launch Year: 2013 AUM: ₹27,000 crore 10-Year CAGR: 19.8% Top Holdings: CBLO (16.31%), Coforge Ltd (10.12%) Sectors: IT Services (11.93%), Financials, Industrials 4. HSBC Small Cap Fund Focused on fundamentally sound businesses with long-term potential, this fund balances quality and performance. Launch Year: 2014 AUM: ₹17,000 crore 10-Year CAGR: 20.9% Major Holdings: TREPS (3.54%), Aditya Birla Real Estate (2.16%), Techno Electric (2.12%) Sectors: Industrials (21.13%), Financials (15.24%), Consumer Discretionary (10.68%) 5. Axis Small Cap Fund This fund is ideal for conservative investors looking for relatively lower volatility in small-cap investments. Launch Year: 2013 AUM: ₹22,700 crore 10-Year CAGR: 24% Top Holdings: TREPS (11.6%), KIMSL (2.94%), Brigade Enterprises (2.69%) Sectors: Financials (12.69%), Materials (8.97%) Key Factors Before You Invest Investment Horizon: The longer your horizon, the better your chances to ride out volatility and earn higher returns. Financial Goals: Define your purpose—wealth creation, retirement, buying a house—to pick the right fund. Risk Appetite: Small-cap and mid-cap funds come with higher risks and potential rewards. Expected Returns: Set realistic expectations aligned with market cycles and fund category. Fees & Advisory: Consider expense ratios and whether you need a full-service advisor or a low-cost direct plan. Wrapping It Up The mutual funds listed above have delivered exceptional long-term returns, beating NIFTY and SENSEX over the past decade. Most of these are small-cap focused—highlighting their growth potential but also their inherent risk. Always align your choice with your financial goals, time horizon, and risk appetite before investing.
Economic Times
23-04-2025
- Business
- Economic Times
SEBI announces changes in cut-off timings for overnight mutual fund
Where the application is received up to 3.00 PM, the closing NAV of day immediately preceding the next business day Where the application is received after 3.00 PM, the closing NAV of the next business day. Live Events The market regulator, Securities and Exchange Board of India ( Sebi ), has announced the change in cut-off timings to determine applicable NAV with respect to repurchase of units in overnight fund is in order to operationalize the upstreaming of clients' funds in the form of pledge of units of Mutual Fund Overnight Schemes (MFOS). The new timings will be effective from June Read | Nifty Bank surges 10% in 1 month to hit 52-week high level. Time to shift focus towards banking sector? The following cut-off timings shall be observed by AMCs with respect to repurchase of units in liquid fund and overnight fund schemes and plans and the following NAVs shall be applied for such repurchaseIn case application is received through online mode, the cut-off timing of 7 PM shall be applicable for overnight fund in MFOS, which is a new avenue made available to SBs/ CMs to deploy client funds, ensures minimal risk transformation of client funds (that are withdrawable on demand) available with SBs/ CMs because of overnight tenure and exposure to only risk - free government securities, according to a circular by Sebi in shall ensure that client funds are invested only in such MFOS that deploy funds into risk-free government bond overnight repo markets and overnight Tri-party Repo Dealing and Settlement (TREPS). Further, such MFOS units are required to be in dematerialized (demat) form, and must necessarily be pledged with a Clearing Corporation at all times.'The overnight schemes receive money invested in securities with 1 day maturity on next working day. For meeting redemption requests, the overnight schemes don't have to make any sale transaction before market hours,' according to the Sebi circular in Read | Retirement plan: Where to invest if you have a monthly pension of Rs 30,000 Instead the overnight schemes, based on redemption requests, may decide not to reinvest the maturity proceeds to be received on T+1 settlement date. Since the money has to be invested every day, for the amount of redemption requests received on T-day, such amount is not-reinvested on T+1 day and instead is used for payouts. Due to this, the timeline of redemption, whether being 3 PM or 7 PM shall not impact the funds valuation or capability to redeem investments.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)
Time of India
23-04-2025
- Business
- Time of India
SEBI announces changes in cut-off timings for overnight mutual fund
The market regulator, Securities and Exchange Board of India ( Sebi ), has announced the change in cut-off timings to determine applicable NAV with respect to repurchase of units in overnight fund schemes. This is in order to operationalize the upstreaming of clients' funds in the form of pledge of units of Mutual Fund Overnight Schemes (MFOS). The new timings will be effective from June 1. Also Read | Nifty Bank surges 10% in 1 month to hit 52-week high level. Time to shift focus towards banking sector? Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » The following cut-off timings shall be observed by AMCs with respect to repurchase of units in liquid fund and overnight fund schemes and plans and the following NAVs shall be applied for such repurchase Where the application is received up to 3.00 PM, the closing NAV of day immediately preceding the next business day Where the application is received after 3.00 PM, the closing NAV of the next business day. In case application is received through online mode, the cut-off timing of 7 PM shall be applicable for overnight fund schemes. Live Events Investment in MFOS, which is a new avenue made available to SBs/ CMs to deploy client funds, ensures minimal risk transformation of client funds (that are withdrawable on demand) available with SBs/ CMs because of overnight tenure and exposure to only risk - free government securities, according to a circular by Sebi in January. SBs/CMs shall ensure that client funds are invested only in such MFOS that deploy funds into risk-free government bond overnight repo markets and overnight Tri-party Repo Dealing and Settlement (TREPS). Further, such MFOS units are required to be in dematerialized (demat) form, and must necessarily be pledged with a Clearing Corporation at all times. 'The overnight schemes receive money invested in securities with 1 day maturity on next working day. For meeting redemption requests, the overnight schemes don't have to make any sale transaction before market hours,' according to the Sebi circular in January. Also Read | Retirement plan: Where to invest if you have a monthly pension of Rs 30,000 Instead the overnight schemes, based on redemption requests, may decide not to reinvest the maturity proceeds to be received on T+1 settlement date. Since the money has to be invested every day, for the amount of redemption requests received on T-day, such amount is not-reinvested on T+1 day and instead is used for payouts. Due to this, the timeline of redemption, whether being 3 PM or 7 PM shall not impact the funds valuation or capability to redeem investments.
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Business Standard
22-04-2025
- Business
- Business Standard
Sebi revises NAV cut-off timings for MF overnight scheme redemptions
Markets regulator Sebi on Tuesday announced a change in cut-off timings to determine the net asset value (NAV) with respect to repurchase or redemptions of units in overnight schemes of mutual funds. The changes will allow time for stock brokers (SBs), or clearing members (CMs) to un-pledge units of Mutual Fund Overnight Schemes (MFOS) and place redemption requests with mutual funds, after the close of market hours. For applications received up to 3 pm, the closing NAV of day immediately preceding the next business day will be applicable. For applications received after 3 pm, the closing NAV of the next business day will be applicable, Sebi said in its circular. However, in case application is received through online mode, the cut-off timing of 7 pm will be applicable for overnight fund schemes, it added. The new timings will become effective from June 1. Investment in Mutual Fund Overnight Schemes (MFOS) is a new avenue made available to stock brokers or clearing members to deploy client funds and ensures minimal risk transformation of client funds because of overnight tenure and exposure to only risk-free government securities. SBs/CMs ensure that client funds are invested only in such MFOS that deploy funds into risk-free government bond overnight repo markets and overnight Tri-party Repo Dealing and Settlement (TREPS). Further, such MFOS units are required to be in demat form, and must necessarily be pledged with a clearing corporation at all times. Sebi, in its consultation paper in January, noted that the overnight schemes receive money invested in securities with one-day maturity on the next working day. "For meeting redemption requests, the overnight schemes don't have to make any sale transaction before market hours. Instead, the overnight schemes, based on redemption requests, may decide not to reinvest the maturity proceeds to be received on T+1 settlement date. "Since the money has to be invested every day, for the amount of redemption requests received on T-day, such amount is not reinvested on T+1 day and instead is used for payouts. Due to this, the timeline of redemption, whether being 3 pm or 7 pm shall not impact the funds' valuation or capability to redeem investments," the regulator had stated.
Mint
22-04-2025
- Business
- Mint
Sebi announces changes in NAV cut-off time for Mutual Fund Overnight Schemes
New Delhi, Apr 22 (PTI) Markets regulator Sebi on Tuesday announced a change in cut-off timings to determine the net asset value (NAV) with respect to repurchase or redemptions of units in overnight schemes of mutual funds. The changes will allow time for stock brokers (SBs), or clearing members (CMs) to un-pledge units of Mutual Fund Overnight Schemes (MFOS) and place redemption requests with mutual funds, after the close of market hours. For applications received up to 3 pm, the closing NAV of day immediately preceding the next business day will be applicable. For applications received after 3 pm, the closing NAV of the next business day will be applicable, Sebi said in its circular. However, in case application is received through online mode, the cut-off timing of 7 pm will be applicable for overnight fund schemes, it added. The new timings will become effective from June 1. Investment in Mutual Fund Overnight Schemes (MFOS) is a new avenue made available to stock brokers or clearing members to deploy client funds and ensures minimal risk transformation of client funds because of overnight tenure and exposure to only risk-free government securities. SBs/CMs ensure that client funds are invested only in such MFOS that deploy funds into risk-free government bond overnight repo markets and overnight Tri-party Repo Dealing and Settlement (TREPS). Further, such MFOS units are required to be in demat form, and must necessarily be pledged with a clearing corporation at all times. Sebi, in its consultation paper in January, noted that the overnight schemes receive money invested in securities with one-day maturity on the next working day. "For meeting redemption requests, the overnight schemes don't have to make any sale transaction before market hours. Instead, the overnight schemes, based on redemption requests, may decide not to reinvest the maturity proceeds to be received on T 1 settlement date. "Since the money has to be invested every day, for the amount of redemption requests received on T-day, such amount is not reinvested on T 1 day and instead is used for payouts. Due to this, the timeline of redemption, whether being 3 pm or 7 pm shall not impact the funds' valuation or capability to redeem investments," the regulator had stated. First Published: 22 Apr 2025, 07:36 PM IST
