PORTFOLIO DIVERSIFICATION
Quant Mutual Fund crisis is another lesson in diversification. Here's why
Diversification in the investment world is not limited to spreading your bets across asset classes and stocks but Sebi's investigation against Quant Mutual Fund in a front-running case is also a reminder of concentration risk in owning mutual funds from just one asset management company.
Sattva Group to invest Rs 12,000-14,000 crore in diversification over next three years
“The funding for the initiative will be structured with a combination of equity, debt and sales. Approximately 20% of the funding will be in equity, while the remainder will be sourced from debt and sales proceeds,” he told ET. “Our approach to debt is highly prudent and disciplined. The company's primary focus lies on commercial and residential projects, which form the bulk of our portfolio.”
Muthoot Microfin to stay on the radar with a few tailwinds
A part of Muthoot Pappachan Group, the company provides micro loans to women with a focus on rural areas. It had 1,508 branches in 353 districts across 18 states of India as of March 2024. Its AUM grew by 32.4% year-on-year to ₹12,193.5 crore in FY24.
How to deploy Rs 2 crore inheritance to meet child education expenses & retirement goals
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.
Importance of debt in an investment portfolio
Singh is assessing equity and debt investments solely on the basis of the returns he has earned in his brief investment history over the past couple of years. He is expecting similar returns from both asset classes. While return levels are crucial in investment decisions, Singh must also consider the benefits of debt in his portfolio.
Why is it right time to reshuffle your portfolio? Feroze Azeez answers
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 because you have 292 seats on a pre-poll alliance, UPA 1, UPA 2 also you would not see one single party having a majority greater than 272, 273, so it is a stable government, that is one thing behind us now.
- Go To Page 1
Active ETF Offerings may Surpass Passive Ones in 3-5 Years
Actively run exchange-traded funds are poised for a record-breaking $260 billion haul this year, driven by investors turning to alternative strategies beyond traditional benchmarks. State Street predicts a significant increase in flows into active ETFs compared to last year.
How should investors reshuffle their portfolio? Arnav Pandya answers
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 realm of speculation, so one should not make any investment decisions based on this. The second part here and which is the important thing is that if you look closely at what Mr Narendra Modi said in the victory speech, it is very clear that the road to Viksit Bharat, he said, will continue.
Ray Dalio flags US-China ‘Economic Warfare’ among top global risks
Looking back in history, “economic warfare precedes military warfare,” he said. While most likely there will be no imminent form of military conflict, on the issue of Taiwan, the one-China policy “will not go on forever.”
For MF investors, multi-asset approach is way to go
According to mutual funds research firm Value Research, at present flexi-cap schemes on average have an allocation of 50.9% to blue-chips, 19.9% to large-caps, 22.9% to mid-caps and 6.8% to small-caps.
Learn with ETMarkets: What do global economic trends, and their implications mean to gold, currency markets?
The Indian rupee tends to weaken during such times due to increased risk aversion and capital outflows. A weaker rupee makes gold and silver more expensive in the domestic market, potentially leading to profit booking and increased liquidity among investors.
Diversify your portfolio to gain from post-elections policies: Mahantesh Sabarad
Mahantesh Sabarad, an Independent Market Expert, suggests that the capex theme will be lucrative, particularly for capital goods and industrial goods companies, if the current government continues. This outlook is based on the expectation of a strong emphasis on capex under the incumbent administration.
Should you invest in multi asset funds pre-election for post-election gains?
Invest in multi-asset funds for a balanced investment portfolio with proper asset allocation. Consider the risks and limits of equity markets pre-election for post-election gains.
Saudi Aramco's Amin Nasser: homegrown engineer who reached the top
Aramco CEO Amin Nasser's leadership pivotal for Saudi's stability. Managed response to 2019 attacks, restoring operations swiftly. Supports economic diversification and revenue flow for Saudi stability.
MF Query: Rs 50,000 SIP per month with 10% step up can create nearly Rs 5 crore corpus in 15 years
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.
Did you miss these wealth creators? Top 40 index funds give 50-100% returns in 1 year
Index funds gain popularity, with AUM rising 30% to Rs 9.6 lakh crore in a year. Over 40 funds yield 50-100% returns. Index funds offer low-cost and straightforward equity market exposure.
Modi 2.0: Gold ETFs’ AUM jumps 565% to Rs 32,800 crore in 5 years, folios rise by 1,483%
Gold ETFs in India experienced a staggering 565% increase in assets under management (AUM) between June 2019 and April 2024, coinciding with the Modi government's second term. The surge in AUM, from Rs 4,930.44 crore to Rs 32,789 crore, correlates with a 1,483% rise in folios, indicating growing investor interest. This uptick is driven by factors like perceived safety, attractive returns, and the convenience offered by ETFs.
Ashok Leyland shifts focus on margin improvement through price discipline
Analysts expect 12-12.5% EBITDA margin over the next two fiscal years allowing room for upgrades if the company is able to achieve its guidance of mid-teen margin in the medium to long term.
Domestic equity-oriented MFs vs global themes: Should you diversify to mitigate risks?
Domestic equity-oriented mutual funds have outperformed foreign-themed schemes in the last year, with average 1-year returns at 44% for local equities compared to 21% for overseas funds. Experts recommend diversifying with foreign-themed mutual funds for global diversification and risk mitigation.
Learn with ETMarkets: How central banks worldwide are impacting bull run in gold
Central banks' pivotal role in driving the ongoing bull run in gold prices is dissected, highlighting the connection between central bank actions and the surge in gold prices. With mounting concerns over rising inflationary pressures, central banks view gold as a reliable hedge against currency depreciation and inflation.
Navigating market volatility during elections: Insights & strategies for investors
Elections bring uncertainty with potential policy shifts like tax reforms, subsidies policies, and changes to capital gains tax. Market volatility can unsettle investors as they reevaluate positions based on political rhetoric and campaign promises.
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.
Improving asset quality, reach to keep Jana SFB on growth path
JSFB provides micro financing, secured business loans, loans against property, micro, small and medium enterprises loans, loans against deposits and gold, and loans to finance companies. The bank strives to reduce reliance on unsecured loans by expanding the portfolio of secured loans. At the end of March 2024, its total loan book was worth Rs 24,746 crore.
Samco Mutual Fund launches Special Opportunities Fund
The fund is designed to capitalise on identifying the market opportunities, aiming for long-term capital growth through undervalued or overlooked opportunities, according to a press release by the fund house.
MF Query: If there is no sudden crash then Rs 50,000 corpus per month turns to Rs 50 lakh in 5 years
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.
Fractional ownership is expected to list over Rs 4,000 crore worth of existing AUM over the next 2-3 years
SEBI has recently issued guidelines for Small and Medium Real Estate Investment Trusts (REITs), which are expected to facilitate the listing of a significant number of previously unregistered fraction ownership platforma (FOPs) like Strata, hBits PropertyShare, Assetmonk, Alyf, YOURS and WiseX dealing in real estate assets.
Learn with ETMarkets: How to build a balanced portfolio with gold and silver investments?
MCX Gold and Silver contracts offer stability, downside protection, and inflation-hedging benefits in a diversified portfolio, enhancing risk-adjusted returns and capital preservation. Including them can help build a resilient investment portfolio amidst market uncertainties.
Nifty 500: Get diversification with better returns vs Nifty
"Nifty 500 is an all seasons fund as it includes a wide range of companies spanning large-cap, mid-cap and small-cap segments. There is no fund manager risk as it is passively managed and comes at a low cost," said Kunal Valia, founder, StatLane.
How many funds to have in a portfolio?
Financial planners say it is difficult to put a cap on the number of schemes in an investor’s portfolio, as investors increasingly use mutual funds to meet both long-term and short-term goals.
Load More
