Index Fund Corner
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| Scheme Name | 1-Year Return | Invest Now | Fund Category | Expense Ratio |
|---|---|---|---|---|
| Axis Nifty 50 Index Fund | +32.80% | Invest Now | Equity: Large Cap | 0.12% |
| Axis Nifty 100 Index Fund | +38.59% | Invest Now | Equity: Large Cap | 0.21% |
| Axis Nifty Next 50 Index Fund | +71.83% | Invest Now | Equity: Large Cap | 0.25% |
| Axis Nifty 500 Index Fund | — | Invest Now | Equity: Flexi Cap | 0.10% |
| Axis Nifty Midcap 50 Index Fund | +46.03% | Invest Now | Equity: Mid Cap | 0.28% |
Radhika Gupta, CEO of Edelweiss Mutual Funds, recently shared her outlook for the year ahead with CNBC-TV18.
She stressed the need for a balanced approach, blending stable investments with strategic exposure to high-growth themes.
Sectors to watch in 2025
Gupta highlighted that internet and technology sectors are likely to remain resilient and continue delivering strong performance.
These industries, driven by innovation and expanding digital adoption, present promising opportunities for equity fund investors.
On the other hand, sectors like consumption and financial services, including banks and insurance companies, could undergo a phase of mean reversion.
Additionally, Gupta stressed the importance of international funds as diversification tools.
She advised investors to be cautious when selecting these funds, especially as changing Federal Reserve policies could impact market correlations.
Crafting a balanced portfolio
Gupta recommends a dual approach to portfolio allocation, balancing stability with strategic exploration.
She suggests dedicating 80% of a portfolio to stable, all-weather funds such as multi-cap, flexi-cap, balanced advantage, and index funds.
These funds provide broad market exposure and steady returns.
The remaining 20% can be allocated to thematic and sector-specific funds, which focus on rising trends like sustainability and advanced technology.
While these funds offer higher growth potential, they are inherently more volatile and should be approached with caution.
Gupta emphasised the importance of understanding the theme, assessing associated risks, and ensuring such investments complement the core portfolio.
Emerging mutual fund preferences
In 2025, Gupta predicts growing interest in flexible fund categories like multi-cap and flexi-cap funds. These funds offer adaptability across market conditions, making them attractive in an uncertain environment.
Hybrid funds, including balanced advantage and aggressive hybrid schemes, are also likely to gain traction.
Systematic Investment Plans (SIPs) will remain a favored investment method.
