OLD BRIDGE FOCUSED MUTUAL FUND
MF Query: Want to create a portfolio of Rs 15 cr in next 15 years? Read this
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.
Mutual funds were sitting with Rs 1.42 lakh crore cash just before election results
Mutual funds held Rs 1.42 lakh crore cash before election results, up from Rs 1.36 lakh crore in April. Cash as a percentage of total AUM was 4.67% in May. Total equity AUM increased by Rs 32,936 crore from April to May, with SBI Mutual Fund holding the most cash.
Stay put, stay calm, don't be adventurous: Vijay Kedia's message to retail investors
I do not know what is going to happen still because since BJP has not come with a majority and all, so that is the biggest fear factor in this market, that what is going to happen tomorrow. Let me tell you, somebody was telling me who is going to become PM also.
Mutual fund houses roll out manufacturing sector-focused schemes; should you bet on this hype?
The buzz around manufacturing sector is driving AMCs to roll out new funds.
These equity MFs failed to outperform their respective benchmarks in five years
This ratio is used to measure fund managers’ overall performance in down markets. A down capture ratio of less than 100 indicates that a fund has lost less than its benchmark in the time period when the latter has been in the red zone.
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I received Rs 18 lakh from sale of ancestral property. Where should I invest this money for the next 3-5 years?
Our panel of experts will answer questions related to any aspect of personal finance. If you have a query, mail it to us right away.
Should investors adjust their portfolios based on predictions of election outcomes?
Investors may adjust portfolios based on election outcome predictions. Constructing robust portfolios is crucial in uncertain times to withstand market shocks and ensure long-term survival.
MF Query: Planning for retirement? A 10% increase in SIP can double your portfolio value in 20 years
Devadas Shenoy seeks SIP guidance for retirement planning. Girirajan Murugan advises diversifying across styles, increasing SIPs annually for accelerated growth, and warns on sector funds' risk. Strategic planning can optimize returns and mitigate risks over 28 years.
Spending at ease in retirement: Follow these 5 rules to grow your savings at all times
The fear that the retirement corpus will not be enough comes primarily from it being small. It is also stoked by how the corpus is invested. The conservative mistake of earning years is repeated in retirement. The money is invested in debt products and income earning assets. Many retirees believe that equity investing will put their lifetime savings at risk.
Meesho closes $275 million funding in first tranche, in talks for more
Meesho secures $275M funding in a $600M round. Share transfers hinted in SEC filing. In total, Meesho has raised $1.36 billion – including secondaries – since 2015.
To build a corpus of Rs 5.3 crores in 30 years, one needs to invest Rs 17,000 per month
"There are 4 pillars of retirement income namely, social security, employment-based plans, personal retirement assets and family / social structure. Social security in India is not as developed or as widespread as the ones in advanced countries. Only people working in the organized sector and for the government are eligible for employment-based pension plans," says Suresh Soni, CEO, Baroda BNP Paribas Mutual Fund.
Kotak Emerging Equity mutual fund needs to regain strong footing; should you stay invested?
We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
These equity mutual funds failed to outperform their respective benchmarks in three years
This ratio is used to measure fund managers overall performance in down markets. A down capture ratio of less than 100 indicates that a fund has lost less than its benchmark in the time period when the benchmark has been in the red zone.
Sensex@75K! How to invest Rs 10 lakh in mutual funds if you are 30-40 years old
If you have any queries related to mutual funds, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts.
Mutual funds kept less cash in pocket in March after 2 months of hoarding
The cash holding by the mutual funds as a percentage of total AUM decreased last month after increasing for two consecutive months.
ETMarkets Smart Talk: Money will flow into companies which are redeploying cash with efficiency in FY25: Kenneth Andrade
Kenneth Andrade of Old Bridge Mutual Fund advises caution in the financial year, emphasizing efficient cash deployment, managing expectations, and watching out for factors like tariffs and supply chain imbalances. He predicts a focus on commodities and resurgence of capex. Andrade says the best case for 2024 is to be ready for 2025.
These 7 mutual fund houses have the highest cash allocation in their portfolios
In February, mutual funds were sitting on Rs 1.33 lakh crore cash. This was 4.82% of the total equity AUM of Rs 27.62 lakh crore. Here are seven mutual funds that had the highest cash allocation in their portfolios, according to data by ACE MF.
These 7 mutual fund houses recorded double-digit growth in AUM in February
Total mutual fund AUM managed by 44 fund houses as of February 29, 2024, was recorded at Rs 55.91 lakh crore, witnessing growth of 3.50% on a month-on-month basis from Rs 54.02 lakh crore in January 2024. Here are 7 mutual fund houses that witnessed double-digit growth in AUM in February.
17 open-ended NFOs in January collected Rs 6,433 crore
Around 17 open-ended NFOs were floated in the market in January, which together mobilised Rs 6,433 crore, according to data released by AMFI.
Invesco Mutual Fund changes names of eight schemes
Pursuant to change of name of schemes, necessary changes will be carried out at relevant places in SAI of the schemes, and SIDs and KIMs of the schemes, as applicable.
Lending businesses are on the table, but as portfolio managers staying out of banking space now: Kenneth Andrade
Kenneth Andrade believes that metal converters and Indian companies in the steel industry are a good bet. The balance sheets of these businesses have improved, with increased cash generation and capacity expansion. The key factor for success is the rise in steel prices, which would lead to a recovery in profitability. Additionally, Andrade mentions the growth potential in the premium liquor segment due to per capita rise in income and the trend of premiumization.
9 NFOs open for subscription this week
Three sectoral funds, two ETFs and index funds, one large cap fundand focused fund will open for subscription this week.
This year onwards, the focus will be on SMEs, debt and mutual funds: Sundararaman Ramamurthy, BSE
Sundararaman Ramamurthy says: “If you look at the profile of these people who have got registered in the last three-four years, while Maharashtra and Delhi may be a bigger state contributing to the pie, the growth is not contributed by these states. It is being contributed by Uttar Pradesh, Chhattisgarh, Bihar, Punjab, MP and Rajasthan. Cities like Agra, Varanasi and Indore that are contributing more.”
Old Bridge Mutual Fund's maiden fund a 'concentrated' play, may not suit all
The scheme co-managed by its founder Kenneth Andrade, a former chief investment officer of IDFC Mutual Fund (now Bandhan), will run a concentrated portfolio with 25-30 stocks - a strategy that he was known for in his previous stint in the mutual fund industry that ended in 2015.
Old Bridge Mutual Fund launches maiden equity-ended scheme
In the past decade, the mutual fund industry has experienced an astounding growth of over six times, surging from approximately Rs 8 lakh crore in 2013 to an impressive Rs 50.8 lakh crore by the end of 2023, as per data released by AMFI (Association of Mutual Funds in India).
Unifi Capital gets Sebi's in-principle nod to launch mutual fund operations
Founded in 2001, Unifi Capital currently manages over Rs 20,000 crore on behalf of about 10,000 Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) clients across 22 states in the country.
Old Bridge Mutual Fund files draft document for Focused Equity Fund
According to the Scheme Information Document of the scheme, the investment objective of the scheme is to generate long term capital appreciation by investing in equity and equity related instruments of up to 30 companies across market capitalization.
Old Bridge Capital Management gets Sebi nod for mutual fund business
Old Bridge Capital Management was incorporated in December 2015 and the company is registered with Sebi as a portfolio manager
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