AXIS AMC
![Quant Mutual Fund crisis is another lesson in diversification. Here's why](https://img.etimg.com/thumb/msid-111428424,width-100,height-75,resizemode-4/mf/analysis/quant-mutual-fund-crisis-is-another-lesson-in-diversification-heres-how.jpg)
Quant Mutual Fund crisis is another lesson in diversification. Here's why
Diversification in the investment world is not limited to spreading your bets across asset classes and stocks but Sebi's investigation against Quant Mutual Fund in a front-running case is also a reminder of concentration risk in owning mutual funds from just one asset management company.
![Women outpacing men with higher AUM, long-term outlook in mutual funds](https://img.etimg.com/thumb/msid-111401337,width-100,height-75,resizemode-4/mf/analysis/women-outpacing-men-with-higher-aum-long-term-outlook-in-mutual-funds.jpg)
Women outpacing men with higher AUM, long-term outlook in mutual funds
The proactive approach undertaken by women investors to achieve financial autonomy and growth, underscoring their commitment to long-term investing.
![Quant Mutual Fund probe: Should you stay invested or exit your investment?](https://img.etimg.com/thumb/msid-111358147,width-100,height-75,resizemode-4/wealth/invest/quant-mutual-fund-probe-should-you-stay-invested-or-exit-your-investment.jpg)
Quant Mutual Fund probe: Should you stay invested or exit your investment?
All things considered, and drawing parallels with the past cases, there is little logic in investors rushing to exit Quant funds based on what we know so far. While it’s possible that the circumstances may be worse than they currently appear to be, a wait and watch approach might be the most prudent policy at this stage.
![Will govt maintain its investment-led growth strategy in the upcoming Budget? Harish Krishnan answers](https://img.etimg.com/thumb/msid-111136263,width-100,height-75,resizemode-4/markets/expert-view/will-govt-maintain-its-investment-led-growth-strategy-in-the-upcoming-budget-harish-krishnan-responds-.jpg)
Will govt maintain its investment-led growth strategy in the upcoming Budget? Harish Krishnan answers
The approach that we have chosen is different which is that we are buying only from the IPL teams. The IPL teams are the mutual fund equivalents in our case which themselves are scouting across all of these Ranji Trophy players.
![Angel One among 27 smallcap stocks sold by mutual funds in May](https://img.etimg.com/thumb/msid-110957092,width-100,height-75,resizemode-4/markets/stocks/news/angel-one-among-27-smallcap-stocks-sold-by-mutual-funds-in-may.jpg)
Angel One among 27 smallcap stocks sold by mutual funds in May
May orchestrated a SIP symphony, with monthly inflows hitting an all-time high of Rs 20,00 crore. Midcap schemes saw an inflow of Rs 2,600 crore in the month of May versus Rs 1,800 crore in April, while the smallcap schemes witnessed an inflow of Rs 2,700 crore in May versus Rs 2,200 crore in April. Here are the top smallcap stocks that the AMCs quitted or reduced in May:
![Stay invested irrespective of election outcome: Ravi Dharamshi](https://img.etimg.com/thumb/msid-110695520,width-100,height-75,resizemode-4/markets/expert-view/stay-invested-irrespective-of-election-outcome-ravi-dharamshi.jpg)
Stay invested irrespective of election outcome: Ravi Dharamshi
I do not think budget is likely to be a big event. I think there are a lot of fears about capital gains tax. So, from that perspective I think the agenda of the government is pretty well known. With a three years’ perspective I do not think there is going to be any major change in the budget.
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Is it time to book profits in 'Modi stocks'? Sandip Sabharwal answers
If you have been always wanting to sell something and you could not get the opportunity, that is always the case, you should always do that. But I think it is foolish to unnecessarily increase cash in the assumption that you will want to buy cheaper at this point of time because if the strength of the mandate is as strong as what it reflects, then I think there will be continuity, there will be strong economic growth over the next few years.
Surge in credit demand will boost the banking sector: Ashish Gupta, Axis Asset Management
"We want to ensure that one style does not get imposed on all products and there is enough diversity of styles and products," says Ashish Gupta, CIO, Axis Asset Management.
Foreign-themed mutual funds rally up to 80% in a year. Should you go international?
International funds, including top performers like Mirae Asset NYSE FANG+ETF FoF, showed strong growth. However, concerns arise with Sebi's restrictions on overseas ETF investments and varying earnings growth in indices like Hang Seng and CSI 300.
Fund Manager Talk: Why Mahesh Patil isn’t the one to time election outcome
The March quarter has seen a slowdown in the topline growth across sectors as the nominal growth has moderated on the high base of last year and cooling off of inflation.
Mutual funds take Rs 10,000 crore contra bet on sleeping giants Kotak, HDFC Bank
Mutual funds invested Rs 10,000 crore in Kotak Mahindra Bank and HDFC Bank in April, despite their decline in Nifty rankings. Fund houses like HDFC MF, SBI MF, and Axis MF raised bets on HDFC Bank, while Kotak Mahindra saw buying from Nippon India MF and others. The investments were based on data from Prime Database.
ETMarkets PMS Talk: Is it overheated? Fund manager with Rs 1600-cr AUM remains bullish on small & midcap space
Hitesh Zaveri, SVP & Head at Axis AMC, discusses the investment philosophy, stock selection process, market outlook, and sustainable growth in small cap categories. While ehe Brand Equity Portfolio holdings comprise of companies that have (i) established brands, (ii) turnaround brands and (iii) B2C/B2B2C brands, the satellite part of the portfolio comprises companies that have more cyclicality and have greater flexibility to respond to changing market dynamics.
James Harris Simons: The math wiz who revolutionized investing
Simons was a leading philanthropist who gave away billions during his lifetime to support medical and science research and teaching. His journey had been exciting and intriguing. A maths genius, he was only 23 when he received his PhD from the University of California, Berkeley.
Indices sink as Dalal Street takes cues from Poll Street
The selloff resulted in markets shedding ₹7.5 lakh crore in market capitalisation. Growing chatter on social media and betting trends in the unofficial satta bazaar suggesting that the BJP numbers could be lower than anticipated has made investors nervous.
ETMarkets Fund Manager Talk: Barring private banks, most sectors trading near full valuation: George Thomas, Quantum AMC
George Thomas, Equity Fund Manager at Quantum AMC, warns of full valuations in most sectors for FY25, emphasizing demand growth necessity. He advises on ideal asset allocation strategies for moderate risk profiles investing Rs 10 lakh for 10 years.
AMCs eagerly pursue special opportunities funds; 3 firms file draft papers with Sebi
Asset management firms are showing enthusiasm for special opportunities funds, with three such firms submitting draft papers with markets regulator Sebi to float schemes based on this theme recently.
Stocks in news: Bajaj Finance, Nestle, Tech Mahindra, IndusInd Bank, Axis Bank, HUL, Kotak Bank
Shares of Bajaj Finance, Nestle, Tech Mahindra and IndusInd Bank will be in focus as the companies will announce their quarterly results later in the day.
Sanjiv Bhasin on 4 private bank stocks to bet on now; sees 2 stocks in starring role this year
Sanjiv Bhasin shares expert insights on stock market trends, emphasizing potential winners like ICICI, Axis, IDFC First Bank, and Aditya Birla Fashion & Retail Ltd. He discusses Vodafone Idea's transformation, private bank strategies, and pharmaceutical majors' promising outlook.
Q4 results today: HUL, Axis Bank, LTIMindtree among 22 companies to announce earnings
Today marks a significant day for investors and market participants as several key companies from various sectors are set to announce their fourth-quarter results. Among the notable earnings releases, Hindustan Unilever (HUL), LTIMindtree, Indian Hotels, Axis Bank, Macrotech, and Tata Investment stand out.
Axis MF to focus on hybrid, passives in bid to enter the top four league
The fund house, the seventh largest in the 43-member strong mutual fund industry, has fallen out of investors' favour of late on account of weak performances by its equity schemes and changes in the core team including key fund managers.
ESG mutual funds: Why these MFs may not be the right choice for investors
Having failed to beat even simpler fund categories, ESG funds may not be the right choice for investors.
Block deals worth over Rs 10,851 crore this week. Tata Technologies, Adani Ports among stocks with major action
The leader in the midcap segment was Gland Pharma with deal size standing at Rs 1,559 crore followed by Tata Technologies (Rs 400 crore), Fortis Healthcare (Rs 185 crore) and IDFC First Bank (Rs 177 crore).
Axis Mutual Fund changes fundamental attributes of Axis Focused 25 Fund. What should you do?
The scheme will allocate 65-100% in equity and equity related instruments (of not exceeding 30 companies), 0-30% in debt and money market instruments, 0-10% in units issued by REITs & InvITs.
India's mutual funds to keep buying state bonds as yields to come off, fund managers say
Mutual funds have net sold central government bonds worth 143 billion rupees ($1.72 billion) over the last seven sessions, including a record single-session sale of more than 60 billion rupees on Monday, data showed.
ETMarkets Smart Talk: Ashish Gupta sees reasonable opportunities in largecap space; exercise caution when investing in SME IPO
Ashish Gupta, CIO of Axis AMC, highlights India's strong GDP growth driven by domestic factors. Cash levels in portfolios vary, but ample opportunities exist in large-cap stocks. For investors in the 30-40 age bracket, goals may include starting a family, providing for children’s education, or purchasing a home. These goals can be achieved by allocating a larger portion of the portfolio to higher-risk assets such as equities or hybrids, with a small allocation to debt to mitigate market volatility.
F&O stocks to buy and sell today: SBI, Maruti among top 9 trading ideas for 14 February 2024
Positive setup was seen in stocks like OFSS, GMR Infra, Coal India, PNB, HDFC AMC, DLF, ICICI Bank, SBI Life, Axis Bank, Voltas, Siemens, Granules, Wipro, etc. among others.
Buy Nippon Life India Asset Management, target price Rs 585: Axis Securities
Nippon Life India Asset Management Ltd., incorporated in the year 1995, is a Large Cap company (having a market cap of Rs 33112.65 Crore) operating in Financial Services sector.
ETMarkets Fund Manager Talk: Despite strong run-up, equities offering attractive investment opportunities: Hitesh Zaveri, Axis AMC
According to Hitesh Zaveri of Axis AMC, there are still attractive investment opportunities in the equity market despite the recent strong performance. Zaveri believes that India's GDP growth will remain strong and diversified, offering both domestic and international exposure. Industries such as automotive, banking, pharma, and Internet & E-commerce are expected to see growth in the coming years. Zaveri also expects steady inflows into multicap funds and believes that domestic institutional inflows will outpace foreign investor flows.
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