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The Latest Breaking News from Shivam Pathak

NFO Insight: WOC Diversified Equity Small Cap Active FoF NFO opens for subscription. How is it different from a smallcap fund?

WhiteOak Capital Mutual Fund has launched an innovative Fund of Funds that focuses on small-cap mutual funds. This initiative seeks to achieve long-term capital growth by diversifying investments across a variety of active small-cap funds. Skilled fund managers will oversee the portfolio, adjusting investments according to performance and risk dynamics.

The Economic Times · Sep 28

MFs raise healthcare bets for 4th straight month to 71-month high. Should investors follow?

Mutual funds raised their healthcare allocation for the fourth straight month in August 2026 to 8.4%, the highest in 71 months. Experts attribute the increase to resilient demand, earnings visibility, structural growth and opportunities in hospitals, specialty pharma and healthcare outsourcing. However, they caution investors against chasing the rally and…

The Economic Times · Sep 16

NFO Insight: JioBlackRock Balanced Advantage NFO opens September 11. Is it worth investing amid category outflows?

JioBlackRock has introduced its Balanced Advantage Fund, available for subscription until September 25. This innovative fund aims to strategically balance equity and debt investments, effectively mitigating market risks. While the fund promises long-term growth with lower volatility, experts advise a cautious approach, recommending that investors lean towards established funds with…

The Economic Times · Sep 11

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International funds outperform domestic peers as subscriptions resume. Should investors increase global allocation?

International mutual funds have outperformed domestic peers across multiple time horizons, prompting investors to reassess overseas allocations. With some fund houses resuming subscriptions after earlier restrictions, experts recommend staggered investing rather than market timing. They favour international exposure for diversification, currency hedging and access to global sectors, while cautioning against…

The Economic Times · Sep 3

NFO Insight: The Wealth Company Multi Cap Fund opens for subscription. Where are best opportunities across market caps?

The Wealth Company Mutual Fund has launched its new multi-cap fund, which mandates at least 25% allocation each to large-, mid- and small-cap stocks. Experts say the fund’s performance will depend on stock selection and portfolio construction, while investors should consider their risk appetite, investment horizon and overall market-cap allocation.

The Economic Times · Aug 27

Over Rs 1 crore invested in mutual funds, NPS, PPF and FDs: Should this PSU banker increase equity exposure with 18 years to retirement?

A 42-year-old PSU bank chief manager, who recently welcomed twins, sought a review of his family’s financial portfolio. With around 18 years to retirement, the couple has investments across mutual funds, fixed deposits, NPS and PPF, along with home and car loans. The key priorities are building a retirement corpus,…

The Economic Times · Aug 26

Gold, silver ETF inflows plunge in July. Is it time to book profits or stay invested?

In July, there was a notable drop in inflows for gold and silver ETFs, despite high prices for precious metals. Analysts attribute this downturn to profit-taking following a robust rally. Nevertheless, ongoing positive inflows suggest that investor interest in gold remains strong. It is recommended that investors reassess their portfolios…

The Economic Times · Aug 12

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Sensex down nearly 8% in 2026. Best time to top up your mutual fund SIPs?

The BSE Sensex has declined nearly eight percent, prompting investors to consider increasing mutual fund SIP contributions. Market experts suggest this correction is normal and investors should continue SIPs without interruption. Lower markets allow for the accumulation of more units over the long term. Investors should review their portfolios and…

The Economic Times · Aug 7

Sensex, Nifty underperform over 2 years, but these 3 mutual funds deliver double-digit gains

Benchmark indices like Sensex and Nifty 50 showed negative returns over two years. However, select midcap, smallcap, and multicap funds delivered double-digit gains. These funds benefited from active stock selection and exposure to different market segments. Experts advise a balanced approach, combining index and actively managed funds. Investors should focus…

The Economic Times · Aug 3

No international mutual fund open for subscription now after Baroda BNP Paribas Aqua FoF halts fresh investments. What should investors do?

Indian investors now have no options for new international mutual fund SIPs. The Baroda BNP Paribas Aqua Fund of Fund suspended new investments on July 23. This action follows SEBI's overseas investment limits for mutual funds. Investors are exploring alternatives like LRS and GIFT City for global exposure. Global ETFs…

The Economic Times · Jul 27

MF Tracker: Should you invest in this only international mutual fund open for subscription now?

With 11 international mutual fund schemes suspending fresh SIP registrations due to regulatory overseas investment limits, Baroda BNP Paribas Aqua Fund of Fund has emerged as the only international mutual fund currently accepting both fresh SIPs and lump sum investments. Experts, however, caution investors against investing solely because the fund…

The Economic Times · Jul 24

Will a Rs 42,500 monthly SIP with a 10% annual step-up help you retire early?

A 35-year-old investor from Hyderabad, aiming to retire in the next 10 years, sought expert advice on whether his Rs 42,500 monthly SIP portfolio can help build a retirement corpus of Rs 1 crore. While the target appears achievable with disciplined investing, the expert recommended simplifying the 14-fund portfolio and…

The Economic Times · Jul 23

Mutual funds cut IT exposure to all-time low of 5.9% in June. Contrarian opportunity or signal for caution?

Mutual funds have reduced their technology sector allocation to 5.9 per cent. This marks an all-time low, reflecting investor caution and profit booking. Experts suggest this decline may present a long-term buying opportunity for investors. However, near-term volatility is expected due to global spending concerns. Diversified equity funds are recommended…

The Economic Times · Jul 15

NFO Insight: Can the NJ Momentum Fund help investors capture market momentum?

NJ Mutual Fund has launched the NJ Momentum Fund, an NFO that seeks to capture strong price trends through a rules-based momentum strategy backed by quality filters. While experts see momentum as a useful satellite allocation, they advise limiting exposure and caution that investors may be better off choosing proven,…

The Economic Times · Jul 10

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The Economic Times · Jul 8

Smallcap funds deliver 22% average return in 3 months. Is it time to invest, hold or rebalance?

Small cap mutual funds delivered an average return of 21.89% over the past three months, sparking debate on whether investors should continue SIPs, invest afresh or rebalance portfolios. Experts advise sticking to long-term asset allocation, preferring staggered investments through SIPs or STPs, while cautioning that elevated valuations warrant selective exposure.

The Economic Times · Jun 29

Planning mutual fund investments for H2 2026? Experts favour largecap, flexicap and multi-asset funds

Experts are advising mutual fund investors to focus on large-cap, flexi-cap, and multi-asset funds for the latter half of 2026. Following a volatile first half, a cautious yet optimistic approach is recommended, emphasizing diversified equity exposure. While valuations are considered fair, risks like global tensions and oil prices persist. Investors…

The Economic Times · Jun 24

NFO Insight: Can JM Multi Asset Allocation Fund help investors navigate uncertain market?

JM Financial Mutual Fund has launched the JM Multi Asset Allocation Fund, aiming to provide long-term capital appreciation and income by investing across equity, debt, and commodities. The fund employs a structured, model-guided approach to dynamically allocate assets, seeking to navigate market cycles and offer risk-adjusted growth. Experts suggest such…

The Economic Times · Jun 11

Are mutual fund investors losing interest in gold ETFs and multi asset allocation funds?

Gold ETFs and multi-asset allocation funds experienced a moderation in investor inflows last month, with gold ETFs seeing a net outflow of Rs 725 crore. Experts advise against over-interpreting single-month data, emphasizing long-term portfolio objectives and strategic asset allocation over short-term trends.

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The Economic Times · Jun 10

Retired with Rs 4 lakh in mutual funds? Here's what an expert suggests before starting an SWP

A 74-year-old investor with Rs 4 lakh in equity mutual funds seeks advice on future income generation through Systematic Withdrawal Plans. An expert suggests gradually adding hybrid funds to reduce market volatility. The withdrawal amount will depend on investment duration, accumulated gains, income needs, and overall financial situation. Historical data…

The Economic Times · Jun 9

MF Tracker: Nippon India Value Find turns Rs 10,000 SIP to Rs 1.56 crore in 21 years

Nippon India Value Fund has delivered exceptional returns, turning a Rs 10,000 monthly SIP into Rs 1.56 crore over 21 years. The fund manager focuses on identifying undervalued businesses with strong fundamentals, a strategy that has yielded significant wealth creation for patient, long-term investors.

The Economic Times · Jun 1

International funds top return charts, but overseas investment limits persist. Should you continue SIPs or explore alternatives?

International mutual funds are leading in returns, driven by global markets and currency gains. However, Indian investors face hurdles due to overseas investment limits imposed by the RBI. Experts advise continuing existing SIPs but caution against new investments. Investors are exploring alternative routes like LRS and GIFT City for global…

The Economic Times · May 13

Retiring with a large EPF corpus? Here’s how to allocate money across fixed income and mutual funds

Retirees with large EPF corpus need to balance safety with growth. Financial planners advise focusing on stable, tax-efficient income generation and long-term growth for surplus funds. Expert Shivam Pathak suggests a mix of government-backed schemes, G-Secs, and diversified mutual funds to meet these objectives.

The Economic Times · May 8

NFO Insight : Motilal Oswal Contra Fund opens for subscription. Is now the right time to bet on this strategy?

Motilal Oswal Mutual Fund has launched its Contra Fund, open for subscription until May 22. The fund aims for long-term capital appreciation by investing in fundamentally sound but undervalued stocks. Experts suggest this strategy suits patient investors with a 3-5 year horizon, especially during market volatility.

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