WHAT IS PORTFOLIO MANAGEMENT

​A passive fund makes more sense because you have only 15 stocks that sort of qualify for this index and we hope to have a lot more stocks that qualify for this index in the future.

A fund manager is a part of the investment team at a fund house and one of the most important persons responsible for building the portfolio, monitoring it, generating returns and ensuring it runs in line with the objectives and mandate of the fund.

The IPO, comprising a fresh issue of ₹1,000 crore and an offer for sale (OFS) of 1.77 crore existing shares, received overwhelming demand, with over 20 times subscription at its close. The company plans to utilize the funds from the fresh issue prim...

Other than valuations which seem to provide some sort of caution, volatility has come off very significantly post elections. All the macro data points around India are very robust. From a macro perspective, there are no major red flags. We are not s...

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...

Equity savings schemes are funds that belong to the hybrid category. They invest in a mix of equity, debt and arbitrage opportunities. A scheme in this category invests in equity and debt securities, employing a combination of three investment strat...

​The larger ones, the large banks, the large IT companies, the large pharma companies, they are still in that ballpark figure of 15 times to 30-35 times trailing 12-month price to earning multiple.

Join the ETMarkets x AIF & PMS Conclave 2.0 on June 19-20, 2024, for expert insights into alternative investments and portfolio management schemes. Designed for high-net-worth individuals (HNIs) and investment professionals, this virtual event will ...

​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...

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 alloca...

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...

Within this we are managing roughly Rs 315 crore in AQUA, a Flexicap Quant PMS Strategy, which is our flagship style-adaptive, benchmark-agnostic, dynamic multi-factor strategy and roughly Rs 35 crore in our Multi Asset Quant Strategies.

​So, it is 10% lower than what was expected. I think what has happened in the interim is that the exit polls raised phenomenal expectations and even now what you are seeing as a correction is largely what we went up on Monday.

We examine the key fundamentals of the fund, its portfolio and performance to help you make an informed investment decision.

"I am directly managing some of the flagship and strategic products. All the funds are sector-agnostic and across market cap. These include Balanced Advantage Fund, Flexi cap Fund, Large & Midcap Fund and Focused Fund. This accounts for close to 1/3...

India VIX surged 91% in May 2024 amid anticipation of election results. Understanding its value at 24, it implies a Nifty 50 fluctuation range of 6.93% monthly.

Aditya Sood, Fund Manager at InCred Asset Management, discusses small companies' growth potential in an interview with ETMarkets. Sood says that the cost of capital in India will structurally decline over the next 5-7 years, benefiting small and mid...

Globalisation, urbanisation, and technology have impacted the Indian lifestyle, blending tradition with modernity. The anticipated growth in Indian household wealth underscores the need for effective investment planning and wealth management.

Learn about the importance of alpha in investing and how it relates to active management. Chirag Muni of Anand Rathi Wealth explains how alpha measures excess returns against benchmarks, emphasizing the value it adds to investment decisions. Muni sa...