PORTFOLIO MANAGEMENT TYPES
Market can only go up now irrespective of Budget. Here's why
The Street has discounted the defence manufacturing stocks too much into the future. Even the earning visibility has been discounted. It is a fast-moving train; it does not make sense to get onto that train at this point. There are many choices when it comes to rural play – two-wheelers, fertilisers, pesticides and M&M, says Dipan Mehta.
Should you deploy fresh money and ideas with Sensex@80K? Aman Chowhan answers
A clear avoid now will be companies with too much hype and euphoria, and maybe some segments within the different spaces where valuations have gone crazy, says Aman Chowhan. Some of the consumer names are trading north of 70-80 PE, which is also a clear avoid s. It has more to do with companies and valuations than any specific sector or segment, says Chowhan.
Tata Equity P/E Fund turned Rs 10,000 monthly SIP into Rs 1.82 crore in 20 years
Launched in June 2004, the scheme has consistently outperformed its benchmark, the Nifty 500 - TRI, delivering impressive returns. Over a decade, the scheme provided a 17.04% return compared to the benchmark's 15.27%. In the past five years, it yielded 21.14%, surpassing the benchmark's 19.76%. The scheme achieved a remarkable 25.78% return over three years, whereas the benchmark returned 19.81%.
Industrials strong, but be careful about valuations: Hiren Dasani of Goldman Sachs Asset Mgmt
"Emerging market equities, as an asset class, are not seeing inflows. They have seen outflows. The US is doing much better than the broader emerging market. The other dynamic is there is also a very strong AI (artificial intelligence)-driven theme that is driving the markets like Taiwan, which is a global supply chain for the entire AI-related and semiconductor segments"
This fund manager thinks it is the right time to bet on consumption theme. Here’s why
The common theme is these are all branded goods and services that consumers are either consuming today or want to consume. So, in a way, this is a heterogeneous thematic, which allows for that opportunity for picking and managing between different sub-segments, as well as diversification, says Nippon India MF's Amar Kalkundrikar.
Time to relook at how we look at them: 6 IT stocks operating in niche areas with upside potential of up to 39 %
Over the years, perceptions of IT stocks have evolved, yet there remains a notion that large-cap companies like TCS, Infosys, and Wipro are the primary indicators of trends in the IT sector. However, this view is outdated. In the past five years, the emergence of machine learning, cloud computing, and other specialized segments has shifted the landscape. Smaller companies operating in these niche areas have demonstrated significantly stronger growth, even as industry giants like Infosys and Wipro face growth pressures. Today, Probably, investing in the not so well talked about IT stocks is like contrarian investing, which pays in the long term though in the short term one might feel that one is not doing the best thing.
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Nippon India Growth Fund review: 31% returns in three years; should you invest in this mid-cap fund?
Nippon India Growth Fund: This fund adopted the mid-cap mandate in 2018, shifting away from its previous market-cap agnostic approach. The emphasis is on identifying growth businesses that are potential market leaders at an early stage, but without overpaying. We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
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".
25 and stepping into the market for the first time? Hybrid funds are just for you, says V Srivatsa
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 high level quality stocks in my portfolio. It will be a more decent quality, says V Srivatsa.
MF Talk: Why smart investors are turning to multi-asset portfolios
Investors aiming to maximize 'alpha' are going for multi-asset portfolios with strategic asset allocation. Chirag Muni of Anand Rathi Wealth discusses the importance of asset allocation for portfolio performance and capital protection.
SBI Long Term Equity mutual fund has earned almost 58% return in one year; should you invest?
We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
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.
How to turn panic into profit: Only lesson equity investors should learn to manage stock market volatility
When things get tough, those who have managed to get the basics right— diversification, cost averaging, asset allocation—don’t panic. Investors should have done this and been confident about it. This only comes with simplicity. Embracing simplicity in investment strategy is not just a defensive move, but a proactive approach to building a resilient portfolio.
This large-and mid-cap equity mutual fund gave 18.5% returns in five years; should you invest?
Canara Robeco Emerging Equities: This fund shifted its positioning from a mid- and small-cap offering to its current large- and mid-cap mandate a few years ago. It retains preference for businesses with improving fundamentals or experiencing temporary setbacks. We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
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.
Stock picks of the week: 5 stocks with consistent score improvement and upside potential of up to 41%
The street has got what it was looking for, exit polls predicting a win of NDA which essentially continues the policy making framework which has been in place for the last ten years and has been working well for the economy. There is another thing which will happen, there are going to be some areas which will get more focus in the coming days. So, next we might see some sectors and stocks doing extremely well, while others may continue to be laggards. 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.
HDFC Small cap mutual fund is lagging behind the index and its peers sharply; what should investors do
We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
Series AA 127- The EV transformation-Part 1: How a multibagger got fresh tailwinds & gave 22,334% return in the last 20 years
Excerpts from its annual report for 2017-18. ELECTRIC VEHICLES – THE NEW MARKET DISRUPTOR “We are anticipating the next market disruption through electric vehicles. We are closely reviewing and watching the situations and doing our ground level work. We are also mapping all of our existing products vis-à-vis EV to capitalise on the opportunities EV will throw at the component manufacturers, whether it is motors, batteries or any other system which will come into the electric vehicles, totally different from the conventional IC engine” Cut to August 2023, five years down the line, the company commissions two plants for making on-board charger, off-board charger, motor control Units, DCDC converters, battery management systems, and more products catering to EV 2-wheelers and 3-wheelers. Now this is a reflection of the speed at which an auto ancillary company needs to function and also the product range it needs to have if it has to stay relevant in the changing world of the auto Industry. Foresight, planning and timely execution is the key.
Anxious about 4th June poll results? Hedge your fears & leverage your optimism, doing it is not rocket science
Till a few weeks back, expectation of the street was very clear that policy continuity post 4th June. But then there was a bout of selling from foreign portfolio investors (FPI) and a narrative got created that they are selling due to polls. First logical question to counter this narrative would be to ask a counter question. Do they have some kind of insider information, the answer is surely no. Probably, just a few weeks back, after remaining in the dumps for years, the Chinese market came back into limelight, because of better than expected GDP numbers. So, there was a bit of movement of money. So, there is narrative and there is counter narrative. So rather than getting into a debate, there is a way to take care of both. The only thing is, a decision has to be made either today or Monday. Given the fact that there is a high level of noise on the street, more than anything else it is time to manage the risk of emotional decision making.
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.
ETMarkets AIF Talk: This Rs 300 crore fund manager unveils M.E.R.I.T strategy to pick investments for portfolio
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.
Longer-term bullish trend continues on capex & cable-related stocks: Sanjiv Bhasin
Sanjiv Bhasin, Director at IIFL Securities, discusses the bullish trend in stocks, particularly in capex and cable-related sectors. He highlights optimism despite high valuations, mentioning GMR and RR Kabel's performance.
Suited for investors with long-term time horizon: 5 midcap stocks with upside potential of up to 30%
If one looks at how the sentiment cycle has moved in the last five months for the mid-cap, it has come full circle. At the start of the year 2024, “hope” nothing can go wrong with mid-caps, so load them. Then comes fear in the middle of February which peaks by the end of March. The again hope in April and now at this point of time “confusion” At this point of time the question whether “ I should sell or buy more” needs to be replaced by “what business do I own and whether that business is going to grow or not” The reason why it is important to change the question itself is the fact that it business on the ground which will make the difference between in final returns. Another thing is whether the management has seen good and bad times, because that is what gives them the ability to deliver in all conditions.
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.
Staying with stronger ones is always better option: 5 Midcap stocks from different sectors with upside potential of upto 42%
In its lifetime every midcap company sees some headwinds. There are many examples from history which show the difference between the companies which have been able to survive and grow even after all the trouble is that of the parent company. A company belonging to a strong industrial group which has a track record of handling many economic cycles in the past has a higher probability of surviving a bad phase and coming back on a growth path as compared to a company in the same line of business which does not have the backing of a strong parent. The reasons are simple, when that midcap company of a large group will see a tough time, at a group level there is management bandwidth in terms of both financial and human resources to help it over bad times. Look over the last two decades at how companies like Voltas, Tata chemicals, which at one point if time were mid sized companies because large and stable business. So, if one is looking at investing in mid-cap, surely have a look if it has the back of a large and strong industrial house.
PGIM India Flexi Cap mutual fund has seen sharp dip in return profile; should you stay invested?
We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.
Bad news flow & good stock prices: 5 agro-chemical stocks with upside potential of up to 30%
What is the news flow regarding the agrochemical sector today? Probably the following: China is dumping, there is over capacity in many segments, over inventory issues are plaguing the industry globally, erratic weather conditions in different parts of the world. One would feel agro chemical stocks are better avoided now. But in markets, when the news flow is bad, stock prices are probably good. Also, in the case of the agro chemicals sector, it's mostly short term issues. So, it is time to keep them on the watch list.
This equity mutual fund delivered highest returns in April. Know what it bought and sold in the month?
HDFC Defence Fund bought 4.8 lakh shares or 1.76% in Garden Reach Shipbuilders. In multibagger Mazagon Dock Shipbuilders and smallcap JNK India, this fund purchased 1,55,901 (1.36%) and 4,96,367 (1.28%) shares, respectively. The market value of these shares at the end of April 30, 2024, stood at Rs 47.47 crore, 36.62 crore and 34.47 crore, respectively.
This large-cap mutual fund gave 16% returns in 3 years; should you buy?
SBI Blue Chip Fund: The fund has seen a leadership transition, with its seasoned fund manager passing the reins to a new successor. The previous fund manager had an unwavering focus on quality, supplemented with a buyand-hold approach. While the new fund manager will retain the quality tilt, he intends to incorporate the momentum strategy, which could bring in some churn in the portfolio.
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