Kotak Healthcare Fund is being launched in the background of healthcare funds returning an average of 25 percent in the last one year. While this sectoral fund category has delivered good returns over long-term periods, timing is key, as pharma funds can see cycles of underperformance.
After the stellar move in the share prices, mutual funds trimmed exposure in or exited these small-cap companies
"Currently, we feel interest rates have topped out and that medium- and long-duration debt funds will do well for the next few months," says Kirtan Shah, MD - Private Wealth, Credence Family Office. According to him, these are the most appropriate debt options for non-retail investors, provided they understand the interest rate cycles.
With its focus on public sector units, Motilal Oswal S&P BSE Enhanced Value ETF has been able to deliver nearly 50 percent returns in a year. Can this value-based focused fund continue to perform?
The correction in equity markets due to geo-political reasons has provided the fund manager to add a fresh position in the quality midcap stocks with attractive valuations
According to Sikka, the markets are closely watching the Israel-Hamas war, and are mindful of the upcoming elections in US and India. But while these events will have a bearing in the short term, as long as corporate earnings continue to grow, the future is bright
Equity Savings funds typically invest in derivative strategies to bring up their equity component to 65 percent, to retain their tax advantage. But they also invest in equities for the long run. Here are their top smallcap bets
To navigate the unpredictable nature of the stock market, investors need to focus on strategies that reduce downside risk and capture the benefits of market volatility.
Investors with medium to high risk profile can consider investing in the Edelweiss Mid Cap Fund for long term given its less macro dependent portfolio that could be less responsive to the short-term gyrations
In the month of September, inflows into equity funds (Rs14,091 crore) had slowed as compared to the pervious month (Rs 20,245 crore). But October saw investors putting faith in both equity and debt funds
Unitholders have started questioning the rationale of mutual funds investing in loss-making new-age companies at lofty valuations. While a mutual fund’s exposure to a single stock is mostly minuscule, some experts believe that fund managers may be running out of ideas amid a steady rise in SIP contributions.
In recent times, mutual funds have faced some criticism for investing in IPOs of new-age start-ups despite the lack of track record and poor financials. What are the factors for selecting an IPO and are mutual funds taking extra risk by investing in IPOs? Moneycontrol spoke to Bharat Lahoti, Co-Head-Hybrid and Solutions Funds at Edelweiss Mutual Fund for answers. Listen in
Despite all its shortcomings, the US is still a safe haven to invest, says Stephen Dover, Chief Market Strategist of Franklin Templeton Institute. But he is just about getting excited about the prospects of Japanese stock markets. And he says India deserves to be overweight upon.
Most of the thematic ETFs trade with thin liquidity, higher tracking error and higher impact cost. Performance of many thematic ETFs has been a mixed bag. However, it is worth looking at them given their investment strategy that can fit the satellite portfolio of an investor with a high risk profile
The Chief Investment Officer of Franklin Templeton Fixed Income is of the view that India’s time to attract foreign flows in its fixed income markets has come with the country's inclusion in the JP Morgan Global Bond Index. She believes that interest rates have not peaked yet; we’re still a year away from seeing the first cut by the US Fed in this cycle
The directive comes after a SEBI observation that AMCs are advertising products with information about financial information, including returns, that could mislead the investors
Old Bridge Focused Equity Fund would follow the multi-cap strategy, wherein the scheme would invest across market capitalization -- mid-cap, small-cap, large-cap.
Most ELSS schemes have been enjoying the comfort of managing a less active portfolio and follow buy and hold strategy on account of the lock-in
It's extremely important to educate people on personal finance from the school, said Nilesh Shah of Kotak AMC at a panel discussion on financial literacy at IFTA 2023.
Baroda BNP Paribas Small Cap Fund will follow a bottom-up stock-picking approach with emphasis on selecting companies with strong fundamentals, quality business models and strong management teams
Zerodha Nifty LargeMidcap 250 Index Fund and Zerodha ELSS Tax Saver Nifty LargeMidcap 250 Index Fund will follow a passive investment strategy and invest in stocks in proportion to the weightage of the stocks in the Nifty LargeMidcap 250 Index.
From now on the 'summary of the scheme' section will provide a weblink, wherein Total Expense Ratio for the last six months as well as scheme factsheet will be made available.
The choice between direct and regular mutual funds depends on an individual’s investment goals, knowledge, preferences, and the level of involvement they want in managing investments. It's essential to assess circumstances and objectives before deciding which type of mutual fund is right for you.
What looks like an easy arbitrage — borrowing at 8.5 percent and investing at 12 percent — is not so clear-cut. The transaction may work out in case equities give phenomenal returns, but one cannot go with such assumptions.
Contra funds identify out of favour stocks due to short term challenges that could have potential to show a turnaround