RISK PROFILES
Boeing Starliner astronauts stranded at ISS after NASA overlooks 'minor' issues; Here's what we know
NASA and Boeing face delays as helium leaks in the Starliner spacecraft postpone astronauts Butch Wilmore and Sunita Williams' return to Earth. Despite criticism and significant cost overruns, NASA and Boeing remain confident in Starliner's performance and safety.
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.
85% smallcap mutual funds outperform benchmarks in May
Around 85% of small cap mutual funds outperformed benchmarks in May, with 23 out of 27 funds beating their respective benchmarks. Aditya Birla Sun Life Small Cap Fund, Axis Small Cap Fund, and Canara Rob Small Cap Fund were top performers.
Why is the process of asset allocation necessary in mutual funds?
It is difficult for any investor to predict when equity will go up or when it could correct. There could be many factors affecting it. So when equities go down, and all your money is in it, you will be hit hard. However, if some part of it is allocated to gold and debt, it will protect your portfolio.
Franklin Templeton Mutual Fund and Nippon India Mutual Fund file drafts for new funds
Franklin Templeton Mutual Fund and Nippon India Mutual Fund have filed draft documents with Sebi for three debt funds and two index funds.
Bonds vs stocks: What is the best asset allocation for mutual fund investors post poll results?
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 investment horizon.
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Election results: How mutual fund investors should tweak their investment strategy
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 moderates, and focus on growth sectors for aggressives, with emphasis on research and risk management.
Brokers make trading costlier to discourage risky bets
Brokers in Mumbai are increasing trading costs ahead of the election results to mitigate risks. Measures include raising margins and seeking more collateral. The BSE advised caution in placing orders, with HDFC Securities and ICICI Securities implementing changes in margin requirements.
Best mutual fund SIP portfolios to invest in May 2024
ETMutualFunds's best mutual fund SIP portfolios are meant for three different individual risk profiles: conservative, moderate and aggressive. We have also considered three SIP baskets – between Rs 2,000-5,000, between Rs 5,000-10,000 and above Rs 10,000 – while creating these portfolios. Take a look at our recommended portfolios.
US House passes crypto bill despite warnings from SEC
The House approval comes as the U.S. Securities and Exchange Commission (SEC) signals that it will likely approve applications for spot ether exchange-trade funds in a surprising boost to the industry.
Stay put? Raise cash? What should be your portfolio strategy in runup to the Budget?
Kunj Bansal, NISM, recommends a divided investment approach, focusing on long-term and trading portfolios. He elaborates on portfolio strategies pre-Budget, the pharma sector's defensive appeal, and recent underperformance driving market interest. The IT sectoe has corrected significantly and depending on how things shape up we might see the buying interest coming back.
ETMarkets Fund Manager Talk: Q4 results in line with expectations, domestic cyclicals leading the way: Shibani Sircar Kurian
The March quarter earnings growth was driven by BFSI, Auto, technology, and oil and gas, with smallcaps rallying on retail liquidity. Shibani Sircar Kurian discussed the risk in the broader market for FY25. Nifty companies reported 13% earnings growth. PSUs are favored pre-elections. Capex in power, defence, and infrastructure is expected to continue.
This MF category is safer than other equity-oriented peers, offers better return than FDs
Equity Savings Funds (ESF) offer safer investment opportunities with potential for higher returns than Fixed Deposits (FDs). They invest in multiple asset classes, including equity, debt, and arbitrage opportunities, providing tax efficiency. ESFs also exploit price differentials in various markets for consistent returns.
ETMarkets Fund Manager Talk: PSU banks trading at 40-50% discount to pvt banks, can outperform: Hardick Bora of Union Mutual Fund
Hardick Bora discusses the state of the PSU banks versus the private banks, Nifty 50 Index, Fair Value Spectrum, small and midcap funds, and asset allocation strategy for moderate risk profiles. Bora says: "An election outcome with continuity of the current administration may strengthen the sentiments of local as well foreign investors."
Nikki Haley faces a murky path forward and a key decision on whether or not to endorse Trump
Nikki Haley, a prominent Republican, has not endorsed Donald Trump for the presidential bid, risking alienating the Republican Party base. Speculations surround her potential endorsement, impact on the general election, and the Biden campaign's efforts to win over swing voters. Haley's public appearances and voter sentiments play significant roles in her political trajectory.
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.
OpenAI dissolves high-profile safety team after chief scientist Ilya Sutskever’s exit
OpenAI dissolves safety team led by Ilya Sutskever and Jan Leike, integrating efforts for AI system safety goals. The team was formed less than a year ago, and recent departures at OpenAI have raised concerns about speed versus safety in AI development. The company has Jakub Pachocki appointed as chief scientist for AGI mission, replacing Sutskever.
Stock Radar: Contra buy? This media stock is showing signs of bottoming out after 40% fall
Sun TV Ltd stock fell 40% from Jan 2018 highs but shows signs of bottoming. Short-term traders with high risk profile can buy for Rs 760 target in 2 months if momentum continues, as per experts. Stock hit a record high of Rs 1097 on 16th Jan 2024. Stock is down 10% from 52-week high recorded on 4th Jan 2024.
ETMarkets Fund Manager Talk: Valuation of PSU stocks isn't as attractive, says Franklin Templeton’s Akhil Kalluri
Akhil Kalluri, VP at Franklin Templeton, discusses PSU stocks, retail liquidity impact, and broader market valuation risks. He also comments on tech stocks, consumption names, and industrial sectors' performance in the March quarter. Kalluri points out that the aggregate topline & EBITDA growth for Nifty 50 names in 4QFY24 so far are relatively muted, in high single digits.
Banks' underwriting standards at risk amid rapid consumer loan growth, Fitch says
Fitch Ratings warns of potential challenges to Indian banks' consumer loan quality due to rapid growth and "untested risks." Concerns include lower transparency in retail underwriting data and reliance on unsecured credit for margin expansion. While RBI measures aim to mitigate risks, their long-term effectiveness remains uncertain.
ETMarkets Fund Manager Talk: Barring private banks, most sectors trading near full valuation: George Thomas, Quantum AMC
George Thomas, Equity Fund Manager at Quantum AMC, warns of full valuations in most sectors for FY25, emphasizing demand growth necessity. He advises on ideal asset allocation strategies for moderate risk profiles investing Rs 10 lakh for 10 years.
Stock Radar: Multibagger in 1 year! This metal & mining stock hits fresh multi year high in May; time to buy?
NMDC's stock performance saw a significant surge, doubling investors' wealth in the metals and mining sector. The breakout to a multi-year high attracted short-term traders eyeing a Rs 355 target, supported by bullish indicators like RSI and MACD.
Explainer: Which ratio to look at while buying a mutual fund?
Unsystematic risk is eliminated by selecting companies with sound fundamentals while systematic risk is restricted to an extent by creating a low beta portfolio.
NPS is a long-term investment with very low costs, low risk profile: Rahul Bhagat, CEO, DSP Pension Fund
Annuity should not be a sore point, because it offers a fixed and assured income for life. It is like a fixed deposit for the rest of your life. An annuity does away with the reinvestment risk and the risk of longevity. At least some part of the retirement portfolio should generate a fixed and assured income, Rahul Bhagat tells Babar Zaidi
Domestic consumption demand, govt capex lent support to India Inc's credit profile: ICRA
ICRA's latest report highlighted India Inc's credit profile in the 2023-24 fiscal year, citing domestic consumption demand and infrastructure spending as key supports. Despite challenges like rising borrowing costs and global events, rating upgrades outpaced downgrades. Sectors like aviation and hospitality saw positive momentum, while challenges persisted in others. The agency maintained a positive outlook for the hospitality sector in 2024-25 and noted improvements in credit profiles, with a decrease in instances of defaults.
Govt's gross liabilities rise to Rs 160.69 lakh crore at Dec-end: Finance Ministry
The finance ministry reported a slight increase in the total gross liabilities of the government to Rs 160.69 lakh crore by December 2023 from Rs 157.84 lakh crore in September. Public debt comprised 90 percent of total gross liabilities during this period. The quarter saw fluctuations in Indian domestic bond yields, influenced by factors like declining crude oil prices, lower-than-expected domestic CPI prints, and news about possible inclusion of Indian Government Bonds in a major global emerging market index.
Stress tests indicate diverse risk profiles of MF schemes
While a midcap fund can redeem 50% of its portfolio in about a day, there are some small cap funds that could take as many as 60 days to redeem half their portfolio. Investors need to keep in mind other parameters like PE of the fund, corpus of the fund, volatility measurement and cash holding before taking a decision, planners said.
Achieving financial goals by investing in mutual funds
Every individual has some life goals that need to be reached. Some of these could be immediate or in the short term or 1-2 years down the line, like a vacation, or children’s annual education fees, while others could be long-term oriented — typically more than five years away — such as children’s higher education and retirement.
Can I continue with this mutual fund portfolio?
If you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts.
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