PORTFOLIO ALLOCATION INVESTMENT STRATEGY

“We have investments in large private sector banks, some regional private sector banks, NBFCs, MFI, microfinance, wealth management, life insurance, so pretty much across the board. We continue to find a large number of stocks that are still reasona...

Momentum funds select stocks based on recent performance for continuity. The 17 funds in this category include both index funds and ETFs, with a tracking error of 0.3 to 0.5% in passive funds. High-risk investors are ideal for these funds, with reco...

Mutual funds, if you look at the smallcap number of folios, that has gone up 4x in under three years. We have now more smallcap folios than midcap or largecap number of folios.

​Lawrence A. Cunningham advocates that quality-focused, long-term investing is crucial for success but challenging due to resisting short-term gains, standing by long-term decisions, and avoiding potential capital losses from mistakes.

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.

​The approach that we have chosen is different which is that we are buying only from the IPL teams. The IPL teams are the mutual fund equivalents in our case which themselves are scouting across all of these Ranji Trophy players.

There are no changes in the list this month. Follow our monthly updates to know how your schemes performed in the previous month.

The strategies for the UTI Aggressive Hybrid is quite different from the UTI Large Cap or UTI Flexi Cap. I run more of a relative value strategy. I focus a lot on value. So, for example, you would not find many high PE stocks in my portfolio or very...

Investing can be done in many ways. One of the eminent investment philosophies that is used by investors is value investing. Value investing is an investment strategy where investors seek to buy stocks that they believe are undervalued by the market...

​Now if you come to the contemporary situation that general election is over, the mandate of the new government is also reasonably clear, the NDA is going to form a government in 99% of the situations, which is going to be a stable government becaus...

Most investors are best served by investing into diversified equity funds, where fund managers will express their conviction on sector/themes stocks, with graded underweight/overweight calls.

There are two things. One is that there is political posturing which obviously happens because they are going to go into a negotiation. But till the date on which that swearing can happens, the ministers take oath, all this is just in the whole real...

Mutual fund investors are advised on asset allocation in the third term of the Modi-led government. Recommendations cover exposure to different assets for conservative, moderate, and aggressive investors, considering factors like risk appetite and i...

ETMutualFunds consults advisors on post-election investment strategy adjustments for conservative, moderate, and aggressive mutual fund investors. Recommendations include gradual equity exposure increase for conservatives, balanced portfolios for mo...

Adani Group companies posted a record 45 per cent rise in pre-tax profit (EBITDA) to Rs 82,917 crore (about USD 10 billion) in FY24 as the apples-to-airport conglomerate made a massive comeback, the group said on Sunday.

Adani Group companies saw a record 45% rise in pre-tax profit (EBITDA) to Rs 82,917 crore (about USD 10 billion) in FY24, marking a massive comeback for the apples-to-airport conglomerate. The group focused on containing debt, reducing founder share...

Himanshu Kohli, Co-founder of Client Associates, discusses identifying themes early for investors and the fund philosophy emphasizing value in business with strong fundamentals and execution. He mentions raising Rs 300 crore in AUM.

Capital allocation has been concentrated in specific sectors, leaving many with limited funding. Fund managers currently favour sectors like PSU, industrials, and defence, while showing less enthusiasm for FMCG and auto.

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.