ALPHA WEALTH MANAGEMENT

It is a process which takes its own sweet time. So, I would not like to comment on that. It is a regulatory process and then it continues. So that is the only thing, as and when something happen or development, we like to share that, as of now the i...

Small & midcap funds outperformed Nifty50 in June 2024, with PMS managers advising caution due to stretched valuations. Top performers achieved 14-24% returns. Fund managers express confidence in stock selection. Small & midcaps have surged in the p...

Thematic funds focus on specific themes like manufacturing, real estate, and energy, carrying higher risks due to concentrated investments. Investors are advised to build a core portfolio with diversified funds before considering thematic funds. Car...

Momentum funds select stocks based on recent performance for continuity. The 17 funds in this category include both index funds and ETFs, with a tracking error of 0.3 to 0.5% in passive funds. High-risk investors are ideal for these funds, with reco...

As per data from Franklin Templeton, sectoral and thematic funds garnered ₹70,072, or 31% of the total net inflows of ₹2.27 lakh crore, in the past 12 months. This helped make sectoral funds the second-largest equity mutual fund category after flexi...

Investors aiming to maximize 'alpha' are going for multi-asset portfolios with strategic asset allocation. Chirag Muni of Anand Rathi Wealth discusses the importance of asset allocation for portfolio performance and capital protection.

Neo Asset Management has closed its first Special Credit Opportunities Fund, raising ₹2,575 crore from high-net-worth individuals and family offices. The fund targets a gross internal rate of return (IRR) of 22-24% by investing in non-triple-A-rated...

Small cap schemes invest in very small companies or their stocks. According to the Sebi mandate, small cap schemes must invest in companies that are ranked below 250 in terms of market capitalisation. These schemes also will have to invest at least ...

Index funds gain popularity, with AUM rising 30% to Rs 9.6 lakh crore in a year. Over 40 funds yield 50-100% returns. Index funds offer low-cost and straightforward equity market exposure.

Arun Chulani, Co-Founder of First Water Capital, discusses the fund's impressive performance, achieving over 90% growth in the last year and 40% CAGR in 3 years. The fund has consistently ranked no.1 on BarclayHedge's Top 10 equity funds. he says: "...

Learn about the importance of alpha in investing and how it relates to active management. Chirag Muni of Anand Rathi Wealth explains how alpha measures excess returns against benchmarks, emphasizing the value it adds to investment decisions. Muni sa...

​Small & midcaps have been giving double-digit returns in the past few years. It has led to many investors running towards the two categories relentlessly but it does not mean that the footing of large caps is not strong enough.

Prabhakar Kudva shares insights on Active Alpha's growth, market outlook for FY25, sector preferences, valuation concerns, and ideal investment horizon of at least 3 years for equities. Kudva further says that they invest on the basis of their data ...

Prashant Khemka of White Oak Capital Management discusses alpha opportunities in midcaps and smallcaps across various sectors. He emphasizes the importance of balanced sector composition, market corrections, and the potential for higher returns from...

ASK Absolute Return Fund is an open-ended Category III Alternative Investment fund, looking to raise Rs 3,000 crore, with approximately Rs 1,000 crore in the next 6 months.

According to the study, AUM (assets under management) of equity mutual funds has surged by 2.76% to Rs 23.12 lakh crore in February from Rs 22.50 lakh crore in January.

Devina Mehra, Deepali Jose, Geetika Gupta, Sonam Srivastava, and Vaishali Pitale are successful female fund managers in the wealth management industry. They have achieved significant success in managing assets and delivering impressive returns.

According to Feroze Azeez, Deputy CEO, Anand Rathi Wealth, SEBI's notification to smallcap fund managers is part of a larger move to improve liquidity and protect investors. The risk-reward ratio needs consideration before investing in small and mid...

The buyout funds are competing with PAG and Apollo Global Management who are still believed to in the fray but not that aggressive as the top three. Alpha Wave -- previously Falcon Edge Capital, has so far been a big backer of Indian start-ups like ...