HDFC PHARMA AND HEALTHCARE FUND
Quant Mutual Fund added 27 stocks to its portfolio in May. Do you own any?
Quant Mutual Fund is under Sebi inquiry for suspected front-running, leading to search and seizure operations in Mumbai and Hyderabad.
Outperformance of private sector banks may continue for next one year: Sandip Sabharwal
The smaller pharma companies I find it tough to evaluate, so many of them can potentially do well but I do not have the bandwidth to go molecule by molecule and evaluate those companies. But I think Sun Pharma is a decent business model, so we are just holding it for the long term.
Block deals worth over Rs 40,543 crore this week. Indus Towers, HAL, Suzlon Energy among stocks with major action
Despite the Nifty index closing the shortened trading week with a slight increase of 0.4%, significant activity was observed in block deals. Over three dozen companies across various market caps saw block deals worth a total of ₹40,543 crore, involving both buying and selling.
RIL, Infosys, and ITC among top 10 stock holdings of ICICI Prudential Mutual Fund
The second largest fund house manages assets under management of Rs 7.80 lakh crore as on May 2024. The fund house manages 253 mutual fund schemes. Here are the top 10 stock holdings of the fund house, according to a report by Motilal Oswal Financial Services.
Gland Pharma, Hindustan Copper among 18 stocks exited by 7 mutual funds in May
Around seven mutual funds exited from 18 stocks in their portfolio in May. Here is the breakdown of the stocks exited, according to Mutual Fund Insight by Nuvama Alternative & Quantitative Research.
Nifty bull case target at 27,100, says Prabudas Lilladher. Bets on Reliance, ITC
Domestic brokerage firm Prabhudas Lilladher said that it values Nifty at 5% premium to 15-year average PE 20.2x to arrive at bull case target of 27,102 as it showed conviction on large cap firms like ITC, RIL, HDFC Bank among others.
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CX Partners buys controlling stake in fertility centre Sabine
Founded in 2010, Sabine's Muvattupuzha hospital draws couples from across Kerala for IVF treatment that helps individuals or couples get pregnant. On an average, Sabine does about 500-600 IVF cycles per month, or about 42%-45% of all IVF procedures in Kerala.
Thematic MFs offer up to 14% return in May. Have you invested in any?
Sectoral and thematic mutual funds in May showcased diverse performances with funds like HDFC Defence Fund and Mirae Asset Hang Seng TECH ETF FoF offering up to 14.34% and 7.35% returns respectively.
Stage set for Modi 3.0; which sectors are likely to see growth?
With BJP bagging 240 seats and NDA 291, a much less than expected results in the polls, investors will be looking forward to reviewing their portfolio, prompting predictions on policy recalibration by experts.
NDA win impact: HUL, HDFC Bank among 31 stocks ideas likely to bounce back
Portfolio allocations and future policies of the NDA govt will be a key determinant of market movements, said a report by Prabhudas Lilladher
Equity mutual funds offer average return of 1.20% in May, sectoral funds top chart
Equity mutual funds offered an average return of 1.20% in May, with sectoral funds topping the chart in performance.
India Inc exits FY24 on a strong note, clocks double-digit profit growth in Q4
Corporate India saw double-digit growth in net profit and single-digit revenue increase in the March 2024 quarter. Expectations are for healthy growth in the current fiscal year due to peaking interest rates and government policy continuity.
These two equity mutual fund categories offered negative returns in 3 month
Equity mutual fund categories - technology and pharma have lost up to 4% in the last three months, shows data. While technology-based funds have lost around 4.11%, the pharma and healthcare funds are down about 0.09% in the same period.
7 mutual funds completely exited from these small cap stocks in April
Mutual fund managers regularly buy and sell stocks to deliver good returns to its investors. Seven mutual funds completely exited from these small cap stocks in April, according to a report by Nuvama Institutional Equities.
Investing in thematic funds? Key factors you should keep in mind
Rustagi advises cautious investment in thematic funds, considering government focus areas like defence, infrastructure, and pharma post-election. He highlights the need for strategic timing, growth assessment, and exposure analysis to optimize sectoral investments.
Know Your Fund Manager: Meeta Shetty, Tata Asset Management
"Over the years my role evolved into a full-fledged fund manager, overseeing both sectoral and diversified funds with a total equity AUM of around Rs 12,047 crore as on 30th April 2024 across three funds, Tata Focused Equity Fund, Tata Digital India Fund and Tata India Pharma and Healthcare Fund," said Meeta Shetty, Tata Mutual Fund.
Sectoral, thematic mutual funds among top gainers in 2024 so far. Should you invest?
PSU theme based gave the highest average return of around 25.56% in 2024 so far, followed by infrastructure funds which offered an average return of 18.14%. Energy and power based funds gave 16.03% average return.
Financials, auto, pharma, and healthcare to drive Q4 earnings: Rahul Bhuskute
We have been seeing a really strong earnings narrative in this financial year. Going forward, definitely there will be a base effect that will pose a bit of a headwind.
What HDFC Mid Cap Opportunities mutual fund bought & sold in Jan-Mar quarter
HDFC Mid-Cap Opportunities Fund's transactions in 20 stocks during January-March quarter included buying shares in Ipca Laboratories, Max Financial Services, and Adani Group owned ACC. It also added shares in Timken India, Mahindra & Mahindra Financial Services, and Fortis Healthcare Ltd.
How GQG's $11 billion India empire is growing fast beyond Adani
Rajiv Jain's GQG empire in India has expanded to $11 billion, diversifying beyond Adani stocks to include stocks from various sectors like energy, banks, real estate. The portfolio now comprises a wide range of stocks.
These 10 stocks saw consistent MF buying over last five months
Many stocks witnessed consistent buying over the past five months (from November 2023 to March 2024) from mutual funds. Let’s take a look. (Source: Elara Capital)
Pharma, healthcare top bets of fund managers in March
They also purchased insurance stocks like SBI Life, HDFC Life, and ICICI Prudential Life Insurance after favourable guidelines on the surrender value of policies were announced by the insurance regulator IRDAI. Also, the recent removal of the age limit on availing of health insurance is seen as boosting the prospects of life insurance companies.
23 stocks that India's 5 largest mutual funds bought and sold last month
Mutual funds increased stakes in global cyclicals and healthcare while reducing exposure to BFSI. Equity funds and various other funds drove a 35% YoY growth in the mutual fund industry's AUM in FY24.
These 2 sectoral MF categories gave over 20% return in 5 years; what's next?
ETMutualFunds analysed the performance of all equity mutual fund (MF) categories and found that two sectoral categories gave 23% each in the last five years. Take a look:
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).
Sensex declines 650 points on fading US rate cut hopes; Nifty below 22,600
Indian indices dropped on U.S. inflation concerns. TCS to report Q4 results today. Sun Pharma, Asian Paints, Kotak Bank, NTPC, Maruti top laggards.
2 sectoral mutual fund categories offer 23% return each in five years. Should you invest?
Energy & power funds are benchmarked against S&P BSE Oil & Gas Index, Nifty Infrastructure Fund, and Nifty Commodities - TRI which gave 13.63%, 22.95% and 20.93% respectively in five years. Pharma & healthcare funds are benchmarked against S&P BSE HealthCare - TRI, and NIFTY PHARMA - TRI which gave 20.75% and 16.51%, respectively.
Rs 16,600-cr worth block deals take place this week; Mankind Pharma, Shriram Finance see significant action
In the largecap segment, 15 companies witnessed significant block deals.
Pharma and healthcare funds delivered 54% in one year. What should investors do?
ICICI Prudential Pharma Healthcare & Diagnostics (P.H.D) Fund, the topper in the category, offered 60.80% in one year horizon. Aditya Birla Sun Life Pharma & Healthcare Fund offered 58.86% during the same time period.
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