The month of September proved to be the most lucrative one in the calendar year so far, as equity markets set and breached record highs at alarming regularity. The BSE Sensex posted a gain of 12.87 per cent during the month and closed at 17,291 points; the S&P CNX Nifty appreciated by 12.48 per cent and ended at 5,021 points. The CNX Midcap rose by 13.62 per cent, before settling at 6,867 points.
A lot of NFOs were mis-sold and we frequently come across clients who request us to re-assess their NFO-heavy portfolios.
FIIs continue to invest in India, with their net investment since September 2013 standing at about Rs 82,000 crore(Rs 820 billion)
Mid and small-cap stocks have been the stars of Indian stock markets this year. Recognising this, mutual funds have launched a plethora of schemes targeted at this universe of stocks this year.
In a surprising development, we have ING Vysya ATM (a contrarian fund) at the top of the heap with 1.48% appreciation over last week.
Despite being one of the basic tenets of financial planning, diversification is often overlooked by investors.
stick to the basics like investing in line with their risk appetite and predetermined investment plans.
With stock markets soaring, most investors are faced with the question: what should we do now? Here's a strategy to help them tide over the current investment scenario.
The diversified equity funds segment threw up an interesting picture with schemes from just two fund houses
Now is as good a time as any to get your asset allocation in sync with your risk profiles and investment objectives.
With the investment limit in these funds being raised to Rs 100,000 risk-taking investors can and should up their investments in these funds significantly.
Liquid funds, short-term debt funds and floating rate funds can serve a variety of needs
While index funds have done very well for themselves in the US, Indian investors haven't really taken to them like a fish to water. There are several reasons for the lukewarm response to index funds
The benchmark S&P BSE Sensex declined 37.69 points, or 0.15 per cent, to end at 25,190.48 and the NSE CNX Nifty ended 8.55 points, or 0.11 per cent, down at 7,533.55.
During the quarter ended December, foreign investors aggressively raised their shareholding in Indian information technology (IT) companies, especially mid- and small-sized ones, according to shareholding data.
It's about time investors shifted their focus back to existing mutual funds with established track records rather than run after NFOs.
There is little time left for investors to finalise their tax-saving investments. As far as the risk-taking investor is concerned, its about time he tied up his investments in tax-saving funds.
One in five stocks from the BSE-500 index has underperformed the market and recorded losses.
Tax-saving funds have a mandatory 3-year lock-in, so even if stock markets are expensive currently, they are certainly attractive over the 3-5 year investment time frame.
Stick to the basics and you will have a better chance of achieving your financial goals
With less than 6 months remaining, investors must plan actively for the Rs 100,000 bounty gifted to them rather than get swayed by trends and themes.
If you have a short-term horizon, it might be better to wait for a while, say analysts.
The recent rally has seen investors' preference shift to high-beta and policy reform-driven sectors like capital goods, banking, power, infrastructure and oil and gas.
This is the right time to get out of schemes, which have not lived up to your expectations.
Nothing can seem to come in the stocks markets' way. It has ignored the $60 per barrel crude oil shock so far and last week it dismissed the London blasts with a 67-point surge the very next day.
The air of expectancy around the election outcome has kept things heated.
Diversified equity funds put in a smart performance despite a downward trend in equity markets over the week.
The market direction will be guided by corporate earnings, especially the oil & gas companies, since they were responsible for earnings disappointment in the past quarter as well.
Remember you can invest in a new fund offer tomorrow, but your tax-planning clock has already started ticking.
L&T, Engineers India, IRB Infra & VA Tech Wabag have strong balance sheets, beside good earnings visibility. And this makes them a favourite amongst the trader community.
The Nifty Options would add to SGX's suite of Asian equity derivatives, which include SGX S&P CNX Nifty futures, the dominant Indian product for international participants.
In the last five years, while gold prices appreciated 55.8% in dollar terms, in rupee terms, returns stood at 129%, primarily owing to the falling rupee.
Most equity funds posted double-digit returns in the quarter ended June 2003, lending weight to the old adage in the investment industry that equities outperform all other asset classes in the long run.
The biggest gainer, Lupin, saw its market value appreciate nearly seven-fold.
When it comes to financial markets, fear and greed play a large component in determining market prices.
A sub-division in the face value of equity shares -- from a higher to a lower denomination
The Bombay Stock Exchange's 30-share Sensex closed at 18,401 up 405 points. The National Stock Exchange's 50-share S&P CNX Nifty closed at 5,409 up 124 points.
There is a general meeting of minds among observers on the difficulty of positive factors breaking through.
NSE targeting hundreds of Japanese investors who poured money into India through yen-carry trades.
The performance has been a clear contrast to the movement in the first two months of 2014, when the S&P BSE PSU index massively underperformed the S&P BSE Sensex (down 0.2 per cent) by slipping nearly seven per cent.