Dua belas reksa dana saham melampaui NAV Rs 1.000 dengan CAGR hingga 24%

Dua belas reksa dana saham di India telah mencapai nilai aset bersih melebihi Rs 1.000, menghasilkan tingkat pertumbuhan tahunan majemuk hingga 24% sejak diluncurkan. Sebelas dana ini telah beroperasi lebih dari 25 tahun, memberikan pengembalian dua digit yang konsisten di tengah pasang surut pasar. Kinerja ini menggarisbawahi nilai strategi investasi jangka panjang bagi investor yang sabar.

The Economic Times melaporkan tentang dua belas reksa dana saham yang telah mencapai level NAV di atas Rs 1.000, dengan beberapa menawarkan CAGR setinggi 24% sejak tanggal peluncurannya. Dari kelompok ini, sebelas dana telah aktif di pasar selama lebih dari 25 tahun. Skema-skema ini telah mempertahankan pengembalian dua digit yang stabil selama dekade-dekade, bahkan saat menavigasi berbagai fluktuasi pasar dan pergeseran indeks patokan. n nKetangguhan dan kinerja semacam itu menyoroti kelebihan investasi jangka panjang yang disiplin. Ketahanan dana-dana ini menunjukkan potensi pertumbuhan mereka, menarik bagi investor yang berkomitmen memegang posisi selama periode panjang. Meskipun nama dana spesifik seperti HDFC Flexi Cap Fund, Sundaram Mid Cap Fund, dan lainnya dikaitkan dengan kategori ini melalui kata kunci pasar, fokus tetap pada pencapaian kolektif mereka dalam mempertahankan nilai meskipun volatilitas ekonomi. n nPerkembangan ini datang pada saat reksa dana terus menarik perhatian di lanskap keuangan India, menekankan peran investasi ekuitas dalam membangun kekayaan. Investor didorong untuk meninjau portofolio mereka guna melihat apakah mereka memegang salah satu skema mapan ini.

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Split-scene illustration of BSE trading floor showing high-priced stocks' divergent FY26 performance: laggards crashing amid global tensions, gainers surging.
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High-priced BSE stocks diverge in FY26 performance

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Among 68 high-priced stocks trading above Rs 5,000 on the BSE, FY26 has brought more declines than gains amid global uncertainty and geopolitical tensions. The top six laggards fell 25-40%, while top gainers surged 40-130%. Institutional holdings vary across these stocks.

Vanguard Funds, a top foreign institutional investor in India, saw its equity holdings in 48 BSE-listed companies reach Rs 69,100 crore as of February 27, 2026. This marks a 60% increase from Rs 43,047 crore in the March quarter, driven by strong performances in several stocks during FY26. The portfolio includes new investments in eight companies from the December 2025 quarter.

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Net inflows into equity mutual funds rose 56% month-on-month to Rs 40,450 crore in March, the highest since July 2025, according to data from the Association of Mutual Funds in India (AMFI). Systematic investment plan (SIP) contributions hit a record Rs 32,087 crore.

Foreign institutional investors sold domestic equities worth Rs 1,13,810 crore in March 2026, continuing their selling amid the Iran-Israel war. Year-to-date outflows for the year have reached Rs 1,27,157 crore.

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Crude oil prices surpassing $100 have erased Rs 20 lakh crore from Indian equity markets this week, amid escalating Iran conflict. The rupee hit a record low as foreign institutional investors continued selling, intensifying the downturn. Experts suggest the panic could present long-term buying opportunities.

India's primary market is preparing for a busy week with five initial public offerings (IPOs) set to raise over Rs 6,578 crore. The offerings are led by Raajmarg Infra Investment Trust's Rs 6,000 crore issue. Investor caution persists amid recent weak listings and subdued grey market premiums.

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The Nationwide BNY Mellon Dynamic U.S. Core Fund achieved a 2.19% return in the fourth quarter of 2025, underperforming the S&P 500 Index's 2.66% gain. The fund maintained a target allocation of 90% equities, 10% bonds, and no cash during the period. Positive market factors included stronger-than-expected economic growth, interest rate reductions, and robust corporate earnings.

 

 

 

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