Given the questions raised over market valuations and their sustainability, the longer one rides the ups and downs of the market, the better the returns over the long term.
Within the midcap space, PSU stocks in power finance, capital goods, oil marketing, defence, and also power and realty stocks attracted healthy buying interest
These are some of the milestones that mark what’s set to be a blockbuster year for India’s mutual funds industry. Powered by an insatiable thirst for financial gains, millions of young Indians armed with smartphones have taken to equity investments in the world’s most-populous nation.
Now, investors have time until June 30, 2024 to complete their nomination. That is, they must either select a nominee or opt out of nomination for their mutual fund folios and demat accounts by the due date.
Government Securities or G-Sec mutual fund schemes gain the most when interest rates start to fall. And a Moneycontrol Research analysis shows that if held beyond a certain time horizon, your chances of making a loss turn negligible.
The Indian market offers a plethora of options for NRIs to invest and create wealth. These range from equities to mutual funds, fixed deposits, and debt funds.
Failure to complete nomination for your mutual fund folios by June 30, 2024 will result in them getting frozen for debits. So, if you haven't already done it, now is the time to get started. Here's how.
Steady and increasing inflows in mutual funds through systematic investment plans have led to retail investors incrementally allotting more of their corpuses in mutual funds.
Tax-saving FDs are one of the least risky investment options in the crowded 80C benefit. They have a lock-in period of five years and premature withdrawals are not allowed. The interest in this investment is taxable
Ownership of smallcap stocks by institutions such as mutual funds has risen drastically, which makes the current rally much more stable compared to earlier ones, says B Gopkumar, MD and CEO, Axis Mutual Fund
As mid-cap indices climb to new highs, mid-cap fund managers have increased their activity in their portfolios. They may have chosen to sell their holding due to either the stocks reaching their in-house target prices, or an unfavourable change in the prospects making the stock unattractive
Given the increase of inflows in mutual funds, fund managers would find the limit of 100 stocks for large-caps and 150 stocks for mid-caps restrictive.
2023 was an eventful year for the Indian mutual fund industry, as assets under management (AUM) neared Rs 50 lakh crore mark. Lovaii Navlakhi, Managing Director and CEO at International Money Matters, shares insights into key investment trends of 2023, top mistakes investors made during the year and what investors should look out for in 2024.
Strong corporate governance credentials, healthy prospects and right valuation are the few key parameters that the fund managers consider while picking the small- and micro-cap stocks
Arbitrage funds appeal to those in the higher income-tax bracket, but arbitrage opportunities do not abound in the markets. They come and go depending on market volatility, among a few other factors.
The CIO of India’s sixth-largest fund house says this is the time to rebalance investors’ portfolio towards large-cap stocks. And investors should not be too aggressive towards equities just because markets are on a high.
As India's demographic profile ages, the relevance of SWPs is set to grow, making it essential for future retirees to understand and effectively utilise this financial tool
The schemes with larger asset size barring smallcap funds have followed buy and hold strategy and deployed the incremental corpus within their existing stocks holdings
The launch of SGB Scheme 2023-2024 Series III has come on the back of gold prices increasing by more than 10 percent in 2023 and defying expectations amid a high interest rate environment.
Newly-launched mutual fund schemes have the daunting task of picking stocks at a time when S&P BSE Sensex hovers around 70,000 mark. Here’s a glimpse into the stock ideas that fund managers are convinced about, in the middle of a market rage.
Just because the Sensex level has touched a new high, it doesn’t mean the equity markets are over-stretched. Small- and mid-cap indices have crossed their 12-year averages, though. Still, do not sell anything in panic. There is a method in this madness.
Even as equities remain among the best long-term asset classes, prices at all-time highs warrant caution, experts say.
The MD and CEO of India’s 25th biggest AMC suggests that for 2024, investors should not obsess over thematic products or specific market caps but should remain invested in multi-cap or flexi-cap funds and do it systematically and gradually.
Mutual fund schemes that follow innovation theme try to identify companies across sectors that use new technologies to enhance productivity, involved in emerging technologies and disrupting businesses like e-commerce, fintech, renewable energy, artificial intelligence, electric vehicles, data analytics and cloud computing.
Inadequate ESG disclosures by asset managers have been a concern for regulators worldwide. To counter this, SEBI mandated the disclosure of various aspects of ESG investing in July 2023.