AXIS BRAND EQUITY PORTFOLIO
Ashutosh Bhargava on why investing in silver ETFs can enhance portfolio performance It is very simple, what we call it 50-20-15-15, 50 for domestic equity, up to 20 for international equity, around 15 for commodities, 15 for fixed income.
05 Jul, 2024, 10.33 AM ISTBest large & mid cap funds to invest in July 2024 As per the Sebi mandate, large & mid cap schemes are open-ended equity schemes that invest a minimum of 35% of total assets in large cap companies, and a minimum of 35% of total assets in mid cap stocks.
05 Jul, 2024, 09.48 AM ISTSensational Index 80K: With Budget on horizon, bulls hit new milestone in T20 style Equity indices soar as Sensex hits 80,000 fueled by banking stocks. Market anticipates rate cut, global support, and foreign investment. Earnings rise expected with stock rotation amidst market surge.
04 Jul, 2024, 07.14 AM IST- ADVERTISEMENT
78K & counting: There's no stopping these bulls The BSE benchmark ended at 78,053.52, up 712.45 points or 0.92% after hitting its lifetime high of 78,164.71. NSE's Nifty rose 183.45 points or 0.78% to a close at a record 23,721.3. The index hit an all-time high of 23,754.15 during the day.
26 Jun, 2024, 06.18 AM ISTChris Wood of Jefferies picks GMR Airports, trims stake in 3 bank stocks Jefferies' Global Head of Equity Strategy Chris Wood has added GMR Airports Infrastructure to India portfolio and reduced stakes in ICICI Bank, HDFC Bank, and Axis Bank.
14 Jun, 2024, 09.48 PM ISTSanjiv Bhasin on three IT stocks that may outperform in near term It would be HCL Tech, Wipro and Mphasis. We participated in this sell-off in Mphasis because of Blackstone reducing its stake. We think Mphasis is one of the best poised companies in IT. By the way, a month back I had recommended Coforge when it wen...
12 Jun, 2024, 10.23 AM ISTFMCG sector: Street might treat it as saviors in some phases & there is more to it than HUL, 13 stocks, with upside potential of up to 42 % On the day of the election result and the day after that, two days in succession, everyone was talking about FMCG stocks. Explanations about why they are safe heaven stocks, how the focus on rural income and consumption will benefit them. Third day,...
10 Jun, 2024, 03.42 PM ISTBest large & mid cap funds to invest in June 2024 As per the Sebi mandate, large & mid cap schemes are open-ended equity schemes that invest a minimum of 35% of total assets in large cap companies, and a minimum of 35% of total assets in mid cap stocks.
07 Jun, 2024, 12.21 PM ISTBest mid cap mutual funds to invest in June 2024 As per Sebi norms, mid cap schemes are mandated to invest in companies that are between 101 and 250 in the market capitalisation. These companies can be leaders of tomorrow. That’s what makes them great bets. If these companies live up to the promis...
05 Jun, 2024, 10.03 AM ISTBest large cap mutual funds to invest in June 2024 Investing in other mutual fund categories for higher returns without paying attention to the extra risk could be a costly mistake for the investors. If you are happy with 10-12% returns offered by large cap mutual funds over a long period, you shoul...
04 Jun, 2024, 12.25 PM ISTElection stocks to buy: Pick from a buffet of 50+ counters from 5 brokerages Investors are adjusting portfolios for potential structural reforms under Modi's third term. Sectors like infrastructure, financials, and consumer discretionary are in focus. Brokerages recommend stocks across sectors including SBI, ICICI Bank, L&T,...
04 Jun, 2024, 08.56 AM ISTLarge investors sell up to 5% stake in CarTrade for Rs 200 crore Institutional sellers sold up to a 5% stake in CarTrade Tech for around Rs 200 crore through a block deal on Friday, with Axis Securities as the banker. The company has no promoter holding, with a significant portion of shareholding held by institut...
31 May, 2024, 03.41 PM ISTNeed to be slightly circumspect of the rally in commodities: Ashish Gupta Inflation has consistently been lower than historic trends. We have much more stable currency. We have a current account which is either in a minor deficit or a minor surplus.
22 May, 2024, 12.44 PM ISTForeign-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.
22 May, 2024, 11.22 AM ISTVolatility has risen as Lok Sabha Elections 2024 fever grips the stock market; will polls halt the rally? Volatility has risen in recent weeks as election fever grips the market. The heightened volatility stems from concerns over lower voter turnout in the ongoing general elections, potentially indicating an unfavourable verdict for the ruling party. Is...
21 May, 2024, 10.12 AM ISTETMarkets 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) establ...
16 May, 2024, 09.03 AM ISTShashi Tharoor’s mutual fund portfolio worth Rs 1.72 crore has these 23 schemes Shashi Tharoor, Chairman of the Parliamentary Standing Committee on Information Technology and former Minister of State for HRD and External Affairs, filed his nomination papers for Thiruvananthapuram Lok Sabha seat in 2024 general elections. He has...
07 May, 2024, 12.01 PM ISTNo bias, no emotion; With quant funds the 'matrix' takes the calls Quant funds build a portfolio by selecting stocks on predetermined rules based on mathematical models. They use automated programs to enter and exit stocks and hence eliminate human or fund manager bias.
07 May, 2024, 06.09 AM ISTMF Query: How to build a Rs 2 cr-portfolio in next 10 years If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts.
15 Apr, 2024, 12.19 PM ISTAshish Kacholia raises stake in this multibagger in March quarter, trims holding in a smallcap Shareholding of individual investors reflects in the ‘Shareholding Pattern’ of BSE-listed companies only on reaching a 1% stake or above in the company.
08 Apr, 2024, 05.05 PM IST