KOTAK MAHINDRA ASSET MANAGEMENT
Sensex's 80K milestone a journey, not destination: Nilesh Shah of Kotak Mahindra AMC Investors are advised to maintain asset allocation discipline and a long-term investment strategy to navigate market volatility effectively.
03 Jul, 2024, 08.18 PM ISTHedge fund’s secret Adani short revealed in blow-by-blow account The short-selling scandal involving Hindenburg Research, Adani Group, and Sebi triggered regulatory scrutiny and a US Justice Department probe. The scandal emphasized the importance of market efficiency amidst fraud allegations and regulatory action...
03 Jul, 2024, 08.31 AM ISTWhich are the best asset classes to own over 1-year, 3-year & 5 years? Nilesh Shah answers Nilesh Shah says up to one year, he will recommend an arbitrage fund for a high taxpayer or debt funds, money market funds and short-term bond funds where one could have the limited benefit of a drop in interest rates. Between one to three years, on...
25 Jun, 2024, 08.36 AM IST- ADVERTISEMENT
AUM of these top 5 mutual funds increased by over Rs 10,000 crore in May Top 5 mutual funds saw AUM increase by over Rs 10,000 crore in May, with SBI Mutual Fund, ICICI Prudential Mutual Fund, HDFC Mutual Fund, Nippon India Mutual Fund, and Kotak Mutual Fund leading the pack.
20 Jun, 2024, 11.47 AM ISTThese 5 mutual funds received over Rs 10,000 crore inflows in May In May, the combined assets managed by 44 mutual fund houses totaled Rs 60.02 lakh crore, marking an increase from April's asset size of Rs 58.35 lakh crore.
14 Jun, 2024, 02.42 PM ISTKotak Alternate Asset Managers invests Rs 1,445 cr to help Matrix Pharma execute acquisition Kotak Alternate Asset Managers Ltd invested Rs 1,445 crore in Matrix Pharma for acquiring Vaitris' API business, making Matrix the 2nd largest Indian API player with global leadership in ARV APIs.
11 Jun, 2024, 09.41 PM ISTParag Parikh Flexi Cap Fund increases stake in ITC, HDFC and Kotak Parag Parikh Flexi Cap Fund increases stake in ITC, HDFC, and Kotak while making exits from Bajaj Finance and HUL in May. The largest flexi cap fund manages assets worth Rs 66,383 crore and is benchmarked against Nifty 500- TRI.
11 Jun, 2024, 12.02 PM ISTInsuranceDekho in talks to acquire credit marketplace BankSathi: sources Insurance marketplace InsuranceDekho, backed by investors like TVS Capital and Goldman Sachs Asset Management, will acquire a majority stake in BankSathi, which is a distributor of credit cards and personal loans, two people in the know said.
04 Jun, 2024, 07.58 AM ISTMutual Funds line up 12 new offers with investor interest still strong Motilal Oswal launched a multicap fund and JM Financial has started a small-cap fund to complete their product basket in the diversified fund space. Many fund houses are launching thematic funds that include the likes of financial services, manufact...
31 May, 2024, 03.56 PM ISTAngel One to undertake corporate restructuring, create holding company Angel One, the country’s third largest stock broker, is set to undertake a major corporate restructuring exercise, according to two people in the know. Angel One is setting up a holding company under which all its different business entities will be...
31 May, 2024, 07.42 AM ISTETMarkets Fund Manager Talk: Q4 results in line with expectations, domestic cyclicals leading the way: Shibani Sircar Kurian The March quarter earnings growth was driven by BFSI, Auto, technology, and oil and gas, with smallcaps rallying on retail liquidity. Shibani Sircar Kurian discussed the risk in the broader market for FY25. Nifty companies reported 13% earnings grow...
22 May, 2024, 09.02 AM ISTFund 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.
18 May, 2024, 11.57 AM ISTParag Parikh Flexicap Fund added ITC, Power Grid, ICICI Bank to its portfolio in April Parag Parikh Flexicap Fund added 3.90 lakh shares of ITC to its portfolio in April. The shares increased from 7.31 lakh crore in March to 7.35 lakh crore in April. The fund house added 4.80 lakh shares of ICICI Bank, with a combined market value of ...
16 May, 2024, 01.50 PM ISTETMarkets Fund Manager Talk: Valuation of PSU stocks isn't as attractive, says Franklin Templeton’s Akhil Kalluri Akhil Kalluri, VP at Franklin Templeton, discusses PSU stocks, retail liquidity impact, and broader market valuation risks. He also comments on tech stocks, consumption names, and industrial sectors' performance in the March quarter. Kalluri points ...
15 May, 2024, 03.16 PM ISTKnow 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...
13 May, 2024, 11.09 AM ISTMFs record net inflows for 38th month in a row, SIPs at new high With corporates buying debt funds again at the start of the financial year, debt funds saw inflows of ₹1.90 lakh crore. Total average assets under management of the industry moved to a new high of ₹57.01 lakh crore, compared with ₹55 lakh crore in t...
10 May, 2024, 05.46 AM ISTETMarkets 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.
09 May, 2024, 09.11 AM ISTElection, FIIs switching out of India into China in very short term leading to rising volatility: Jonathan Schiessl Jonathan Schiessl discusses the focus on FMCG sector by foreign investors in India and the potential in private sector banking despite challenges post-HDFC merger. He suggests exploring undervalued sectors like IT and exercising caution in real esta...
08 May, 2024, 09.44 AM ISTWhy Saurabh Mukherjea isn't losing sleep over stress in HDFC Bank, Kotak and Bajaj Finance Saurabh Mukherjea maintains faith in HDFC Bank, Kotak Mahindra Bank, and Bajaj Finance despite challenges. Mukherjea says: "In HDFC Bank's case, the regulator suggested remedial measures, HDFC Bank implemented the remedial measures, and profit growt...
07 May, 2024, 11.54 AM ISTETMarkets Fund Manager Talk: Mid, smallcap cos to deliver 7-9% higher earnings growth than Nifty: Harsha Upadhyaya, Kotak Mahindra AMC Harsha Upadhyaya predicts that mid and smallcap baskets are going to outperform the Nifty with 7-9% higher earnings growth. Strong SIPs signal market resilience. Positive outlook for FY25 earnings. Foreign investors expected to increase inflows.
25 Apr, 2024, 09.13 AM IST