SAMCO

Largecap mutual funds gain investor interest, inflows surge by 8% in April

Largecap mutual funds are witnessing increased investor interest, with inflows surging by 8% in April, reaching Rs 2,671 crore. This surge is attributed to the perceived safety and stability these funds offer amid market volatility. Experts recommend a diversified portfolio with a mix of large, mid, and small-cap funds to mitigate risk and maintain stability.

Metal stocks surge as US-China trade deal eases economic concerns

The Nifty Metal index jumped 5.9% - its best single-day performance in three years. Hindustan Copper soared 10%, emerging as the top gainer of the day. Steel Authority of India Limited (SAIL), National Aluminium Company (Nalco), Tata Steel and JSW Steel, which gained 5-8% each.

India-UK FTA boosts textile sector, shares surge by 5-12%

The landmark Free Trade Agreement (FTA) eliminates existing tariffs on textile trade between the two countries. As per an Elara Capital report, textiles and apparel trade is at $1.42 billion, with India exporting nearly the entire quantum.

11 equity mutual funds tumble over 20% from their 52-week NAVs. Do you currently hold any in your portfolio?

Around 11 equity mutual funds have experienced a decline exceeding 20% from their 52-week high NAVs, according to an analysis by ETMutualFunds. Motilal Oswal Focused Fund saw the biggest drop at 26.70%. Following closely were Samco Flexi Cap Fund and Samco ELSS Tax Saver Fund, down by 24.67% and 22.42%, respectively.

88% equity mutual funds offer negative returns in 2025, lose up to 21%

Around 88% of equity mutual funds delivered negative returns in 2025 so far, with 44 schemes posting double-digit losses. Small-cap and ELSS funds were hit the hardest. Only 33 funds managed gains, led by ICICI Prudential and HDFC schemes. Investors are advised to base decisions on goals and risk appetite.

End of Lock-in: Investors may sit tight, but supply can limit upside

The lifting of the lock-in does not mean all these investors will rush to offload their holdings. But the risk of supply of shares could put a lid on their gains in the near term.

11 equity mutual funds lose over 15% in 2025. Are any of these part of your portfolio?

Equity mutual funds offered up to 7% returns in April. Are there any included in your portfolio?

Equity mutual funds showed positive returns in April. Baroda BNP Paribas Focused Fund topped the charts with around 6.94% return. Invesco India Largecap Fund also performed well. HSBC Tax Saver Equity Fund and HDFC Value Fund also gave good returns. Several other funds from ICICI Prudential, Templeton, Invesco, Aditya Birla Sun Life, Mirae Asset, and Kotak also delivered positive results.

Nifty traders, don’t sell in May - just sway. Here’s why the May myth crashes on Dalal Street

The old adage "Sell in May and go away" doesn’t hold true for Dalal Street. Data shows the Nifty delivered positive returns in six of the past 10 Mays, averaging a 1.5% gain. Even Wall Street defies the myth—S&P 500 has ended May in the green 31 times over the past 40 years.

Is the white metal ready for a catch-up rally?

The gold to silver ratio - measured by dividing gold prices by silver - is at 100, the highest since Covid in 2020. It is also trading above its average levels for the current century of around 85 levels, according to data from Samco Securities. The gauge, which compares the prices of gold and silver, signals that silver offers better value now.

Stock futures with high rollover to May series on traders’ radar

Several stocks, including Ultratech Cement and Mphasis, show bullish potential based on open interest and price changes, with analysts providing specific targets and stop losses. Conversely, Tata Steel and Syngene International face bearish outlooks due to technical resistance and disappointing earnings, respectively. Experts suggest trading strategies for both bullish and bearish stocks in the near term.

Smart money's smallcap secret: 13 stocks FIIs & MFs can't stop buying in FY25

Foreign institutional investors and mutual funds have consistently increased their stakes in 13 smallcap stocks throughout FY25, including Archean Chemical and Pokarna. While this sustained interest from big players has sparked investor curiosity, analysts caution that valuations in the small-cap segment are elevated, advising investors to prioritize company fundamentals and valuation comfort before investing.

Financial stocks may continue to outperform, Viraj Gandhi explains why

Our portfolios were positioned in favour of debt/arbitrage or gold since the last few months as the market downturn commenced. But since a few days markets have started showing short-term strength, hence we have increased our equity exposure. The pro-active nature of our funds and various hedging tools enable us to tweak our portfolios very efficiently on a daily basis.

44 equity mutual funds offer negative returns in one year, lose up to 15%

Quant Mutual Fund: Out of 487 equity mutual funds, 44 schemes—roughly 9%—delivered negative returns over the last year. Samco Flexi Cap Fund saw the steepest decline at 14.82%, followed by several Quant Mutual Fund schemes that also posted notable losses.

Sensex jumps 6,000 points in 6 days as FOBI turns into FOMO. Still hoarding cash under your pillow?

The Sensex has surged nearly 6,000 points in six sessions, with Nifty hitting a three-month high as FII inflows top Rs 16,600 crore. Bank and financial indices hit fresh highs, volatility cools, and market sentiment shifts from FOBI to FOMO. While Nomura and fund managers are turning bullish, experts advise caution amid global risks and stretched valuations.

5 multi cap mutual funds with highest cash holding in their portfolios

Nifty on a strong uptrend, could aim at 24,550-24,850

The recent unfilled weekly upside gap is likely to be a bullish breakaway gap, which is normally formed at the beginning of sharp up-trended moves. The next upside target to be watched for Nifty is around 24,550 and 24,850 in next two weeks. Immediate support is at 23,500.

High hopes, hard falls: A guide for investing beyond biases

We humans are born with emotions and gain the knowledge and analytical skills with learning, so emotions are inbuilt more inherently than intelligence.

Stocks to buy today: ICICI Bank and Dixon among top 6 trading ideas for 17 April 2025

Indian market is expected to consolidate, influenced by mixed global cues. India VIX eased, reflecting reduced geopolitical concerns. Derivative data indicates a guarded sentiment with a slight bearish bias, with significant call writing at the 24,000 strike.

Volume-linked incentives gone, brokers' income may take a hit

Securities and Exchange Board of India had asked exchanges to scrap the practice of giving incentives to brokers based on the traded volumes from October 1 last year. While the move was aimed at boosting transparency, brokers said it has eroded profits-particularly of firms that thrived on high-volume trading and razor-thin margins.

Mutual funds increase cash allocation by Rs 18,000 crore to Rs 2.05 lakh crore in March

Mutual funds' cash holdings rose to Rs 2.05 lakh crore in March 2025 from Rs 1.87 lakh crore a month earlier. SBI MF held the highest cash amount, while PPFAS led in percentage terms. Overall, 22 fund houses had under Rs 1,000 crore, highlighting varying liquidity strategies across the industry.

Is D-Street in the 8-year cycle of modest returns?

The Sensex returns in rupee terms have been between 190% and 1,500% in past three bullish eight-year cycles since 1984. In bearish periods, their returns dropped to the range of 20-50%

97% equity mutual funds offer negative returns in 2025. But do you own the fortunate 3%?

Nearly 97% of equity mutual funds delivered negative returns in 2025 so far, with only 18 out of 541 schemes posting gains. The worst performers include funds from Nippon India, Samco, and Shriram. International and tech-focused schemes were among the hardest hit during the January–April 8, 2025 period.