OAKS ASSET MANAGEMENT PMS
Want to balance risk-return now and not just focus on returns: Siddharth Vora
Other than valuations which seem to provide some sort of caution, volatility has come off very significantly post elections. All the macro data points around India are very robust. From a macro perspective, there are no major red flags. We are not seeing any major systemic risk for Indian equities as well andit is very clear that this is still a broad-based bull market, Siddharth Vora.
Need to have one, strong brand or big market size: 4 midcap stocks with right levels of RoE and upside potential of up to 21%
In all market conditions investing in mid-cap stocks is always a challenge for any investor. This challenge gets much bigger when the valuations are extremely high but at the same time the market is in a strong bullish trend. A choice has to be made between taking risk or losing the opportunity of making returns in a short period of time. In such times, it would be better that investors should be cautious in selecting the stocks, better to go with buying in smaller quantities and keep some cash allocated for the stocks, but only to be used on the day when there is absolutely chaos on the street. Why this strategy is likely to work, because it will take care of volatility which is bound to happen when valuations are not on the side of bulls. Refinitiv’s Stock Report Plus which lists stocks with high upside potential over the next 12 months, having an average recommendation rating of “buy” or "strong buy".
Equirus announces Sahil Shah as new CIO & fund manager of their Long Horizon Fund
Equirus today announced the appointment of Sahil Shah as the new fund manager of Equirus Long Horizon Fund (ELHF) and their Chief Investment Officer (CIO).
AIF & PMS Conclave 2.0: No permanent winners; past performance not a guarantee for future returns: Aashish Somaiyaa of WhiteOak MF
According to his analysis, the WhiteOak CEO advised against investing in the top-performing funds of the past three years. He highlighted that the best-performing fund from 2009-2011 fell to rank 162 in 2012-2014, while the second-best dropped to 40, and the third-best to 38, illustrating the volatility and unpredictability of fund performance over time.
ETMarkets x AIF & PMS: India's largest summit on alternative investing funds and portfolio management services
Join the ETMarkets x AIF & PMS Conclave 2.0 on June 19-20, 2024, for expert insights into alternative investments and portfolio management schemes. Designed for high-net-worth individuals (HNIs) and investment professionals, this virtual event will offer strategies, trends, and market analysis to enhance your portfolio and stay abreast with market trends.
PMS funds which managed to trump Nifty with up to 18% return in May
PMS schemes, favored by HNIs for surplus capital, outperformed in May despite the flat Nifty50 TRI index before the election results. Investing in listed holding companies, Unifi Capital's HoldCo fund led with a remarkable 17.88% return, surpassing others in the PMSBazaar database.
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ETMarkets AIF Talk: Modi 3.0 positive for AIF & PMS space; ‘Quality’ likely to take center stage in next 5 years: Vikaas M Sachdeva
India and the US are probably the only two markets with high multiples. India is also one of the only EMs which is increasing its share in the MSCI EM index. As organizations across the cap curve keep getting into aggressive Capex and growth mode, money on the sidelines will keep getting tactically deployed.
ETMarkets PMS Talk: This fund manager with over Rs 350 cr in AUM generates 2x returns vs benchmark since June 2023
Within this we are managing roughly Rs 315 crore in AQUA, a Flexicap Quant PMS Strategy, which is our flagship style-adaptive, benchmark-agnostic, dynamic multi-factor strategy and roughly Rs 35 crore in our Multi Asset Quant Strategies.
Puravankara acquires 12.75-acre land parcel on Thane’s Ghodbunder Road
Realty developer Puravankara's subsidiary, Purva Oak, acquired 12.75 acres in Thane's Patlipada for a premium residential project with an estimated potential of 18.20 lakh sq ft. The project, adding to Mumbai Metropolitan Region portfolio, has a potential gross development value of Rs 4,000 crores. Puravankara aims for strategic expansion and increased revenue contribution in the western region.
Beyond public market: The growing appeal of alternatives in India
The asset management industry in India has witnessed substantial growth, particularly in alternatives like AIFs, InvITs, and REITs. Private market alternatives offer access to previously unavailable asset classes, but investors should carefully assess asset managers for rigorous evaluation processes and proven track records.
ETMarkets PMS Talk: We will see a strong build up for India as a single-country destination for FII flows: Tridib Pathak
India’s growth gap over the rest of the world is widening and India will be the fastest-growing major economy in the world over the next 5 years at least.
ETMarkets AIF Talk: Fund Manager of Rs 1200 cr AUM reveals 4 key factors for wealth creation in small & midcaps
Aditya Sood, Fund Manager at InCred Asset Management, discusses small companies' growth potential in an interview with ETMarkets. Sood says that the cost of capital in India will structurally decline over the next 5-7 years, benefiting small and mid-cap companies. Many of the investee companies, though small in size, are already market leaders or challengers in niche industries with substantial growth potential
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 44%
After a short phase where bears were seen on the street, at least on the index level bulls were back in control as they touched a new high. Given the event risk in terms of election results, the market breadth might remain probably in equilibrium territory till the time exit polls come. In this short period if one is not a trader and knows how to hedge, it would be better to be cautious before investing. If one is taking fresh exposure to equity, ensure that there is some level of quality as far as the business and fundamentals are concerned.These selected stocks depict a strong upward trajectory in their overall average score which is based on five key pillars i.e. earnings, fundamentals, relative valuation, risk and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.
ETMarkets AIF Talk: Fund Manager with Rs 1,000 cr portfolio nearly doubles wealth in a year; holds 10% cash amid election uncertainty
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: "Our performance is a reflection of our core philosophy, which starts with value, concentration, and betting on a country with long-term tailwinds—that of India."
In the fight between bulls and bears, these set of companies always win: 4 stocks with upside potential of up to 21%
Recently the finance minister, Nirmala Sitharaman spoke about the risk of unchecked explosion of future and option trading. Before that, there was a SEBI study, which mentioned that 90 % of the individuals who trade in future and options ( F&O) end up losing money; only 10% are able to make profit. But there is another side to the story. First is that trade volumes in this segment are only going to rise. Second, what is the common between both the losers and winners? They both brokerage to their stock broker and also pay transaction fees to the stock exchange. So, who is the constant and permanent winner? The stock exchange and the stock broker. Yes, policy makers will bring in more checks, but the hard fact is that those checks will only be partially effective for a short period of time as the turnover in the F&O will continue to rise for the foreseeable future. One can control anything, but not the hope and greed on the street.
Warren Buffett play: 6 things to consider before investing in Special Opportunities Fund
Special Opportunities Fund (SOF) is an investment fund capitalizing on unique opportunities below intrinsic value, inspired by Warren Buffett. WhiteOak Capital Mutual Fund and Samco Mutual Fund have launched similar funds. Alekh Yadav, Head of Investment Products at Sanctum Wealth, highlights the fund's strategy. Investors should consider the differentiated offerings and track record, with high-risk appetite recommended for SOFs.
PGIM India Asset Management aims to double AUM to Rs 50,000 core in next 2-3 yrs
The fund house, which has an Asset Under Management (AUM) of Rs 23,240 crore at present, expects to touch Rs 50,000 crore mark AUM in the next 2-3 years, Abhishek Tiwari, Chief Business Officer of PGIM India Asset Management, told PTI here.
What makes Siddharth Vora so bullish on auto sector?
Siddharth Vora of Prabhudas Lilladher Asset Management highlights recent portfolio winners including Cochin Shipyard and IndiGo. They favor sectors like auto, defense, and metals. IndiGo's strong market position and rural recovery prospects drive confidence, while Tata Motors offers a broad play in the CV cycle.
Samco Mutual Fund eyes Rs 500 crore from special opportunities fund
Earlier, WhiteOak Capital Mutual Fund launched its Special Opportunities Fund. The scheme will be open for subscription till May 29. The fund focuses on opportunities arising out of situations spawning uncertainties in the market.
WhiteOak Capital Mutual Fund launches special opportunities fund
WhiteOak Capital Mutual Fund has announced the launch of WhiteOak Capital Special Opportunities Fund. The fund is an open-ended equity scheme that will be following a special situations theme.
PMS Tracker: HNI investors earn up to 20% returns in April. Check top funds
Saurabh Mukherjea-run Marcellus' smallcap fund Little Champs bounced back and earned a return of more than 10%, while Sunil Singhania's Abakkus-run Emerging Opportunities fund reported a 9.57% gain and Samir Arora's Helios India Rising fund saw a 5.51% gain.
ETMarkets PMS Talk: How this Rs 200 cr fund manager turns Rs 1 cr to nearly 2 cr in FY24 and nearly Rs 6 cr in 4 years
Pawan Bharaddia's Equitree fund focuses on high-growth businesses with strong moats. Despite the market corrections, the fund consistently outperformed, delivering 55.33% TWRR. Expecting a bullish market in FY25 with sector rotations and wealth creation through stock picking. Baraddia says "we believe that FY25 will be a year of ground-up stock picking for wealth creation and not a broad-based rally in the markets."
PMS Funds Tracker: Multi-asset schemes made HNIs richer in March
Pace Financial's Tresor Flexi fund was the top-performing PMS scheme last month with a 7.4% return, followed by Tresor Prive's 4.73% gain and 4.7% upside in Tresor Sustainer, shows data pulled from PMSBazaar.
Portfolio management services flourish amid rising investor interest from Tier-I, -II regions
In the current fiscal year, ICICI Pru has garnered one of the largest net inflows of Rs 5,518 crore between April 2023 and February 2024 according to the Sebi data.
If you can digest volatility, a midcap fund can give better returns over the next five years: Prashant Khemka
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 midcap funds. He says: "In our portfolio, we have consumer staples, technology, discretionary, materials names, banking and financial, real estate, and healthcare stocks across the board."
ETMarkets Smart Talk: Fund manager shifts strategy! Booking profits in small & midcaps, purchasing largecaps; here's why"
Sunil Damania, Chief Investment Officer of Mojo PMS, discusses the Indian market, GDP growth, RBI's outlook on rates, interest rates, liquidity, India Inc. Damania says: "With government reforms with PSUS and focus on Atma Nirbhar Bharat, many PSU companies are seeing their business grow and they are becoming more like the private sector in their operations. This is attracting investors."
ETMarkets PMS Talk: Quant funds have grown by 230x in last 10 years and this is just the beginning in India: Siddharth Vora
Siddharth Vora of Prabhudas Lilladher believes that quant funds have significant growth potential in India. The AQUA fund has delivered strong performance, outperforming benchmarks and generating alpha. Its adaptive approach, sector exposures, and style tilts have contributed to its success. In the last seven-eight months is despite the volatility and despite the fear of valuations in India, they have managed 100% equity allocation.
ETMarkets Fund Manager Talk: Uncertainty surrounding upcoming general elections has dissipated: Torus ORO PMS
Nitin Agarwal says that the outcome of the assembly elections signals stability and growth-oriented policies for India's journey to become the world's third largest economy. Pro-business initiatives, increased investments, and focus on long-term megatrends offer opportunities for capturing market momentum and delivering multibagger returns in BFSI as well as IT sectors.
Mutual fund AUM surges by 23.43% in 2023; WhiteOak Mutual Fund AUM increase over 200%
360 ONE Mutual Fund and Navi Mutual Fund witnessed an increase of 71% in the asset base.
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