Largecap equities are less volatile than mid- and smallcap stocks, making them suitable for risk-averse investors.
The strong domestic flow offset selling by foreign portfolio investors who pulled out $23.3 billion (Rs 2.03 trillion) from domestic equity markets in CY25.
Balanced advantage funds (BAFs), which adjust between stocks and bonds depending on market conditions, have increased their equity holdings over the past year, with most schemes now predominantly invested in equities.
New investors should not allow themselves to fall prey to FOMO and rush headlong into gold.
Some of the key names include: Maruti, M&M, Ashok Leyland, Britannia, Ultratech, JK Cement, Havells, Voltas, Amber, Metro, Trent, LemonTree, Indian Hotels, Niva Bupa, HDFC Life, IGL, Acme Solar, Suzlon, Swiggy, Delhivery, ICICI Bank, HDFC Bank, Bajaj Finance, Shriram Finance," according to a report by Motilal Oswal Financial Services.
'Long-short SIFs are designed for seasoned, high-risk, high-reward investors, who understand market volatility.'
Debt-oriented mutual funds witnessed an outflow of Rs 6,525 crore in February, a sharp reversal from the strong inflow of Rs 1.28 lakh crore in the preceding month, chiefly due to redemptions in short-duration funds. Notably, 10 of 16 debt mutual fund categories reported net outflow during the month, data with Association of Mutual Funds in India (Amfi) showed.
'Investors' decisions should reflect their financial goals, risk tolerance, and the amount of gold already present in their portfolio.'
'They are ideal for short-term financial goals like children's education or a down payment for a house.' 'They are also useful for transitional savings, such as during job switches or while starting a business.'
Index funds and exchange-traded funds (ETFs) have added a record number of investment accounts in 2024, buoyed by the sectoral and thematic investing euphoria that has spilled into the passive space.
The ideal time to invest in sector funds, is during a downturn so that investors can capitalise on a turnaround in 1.5 to 2 years.
More than 50 per cent of SIP accounts come from semi-urban and rural areas.
'In an economy that is set to double in the coming years, stopping SIPs will take investors out of this growth path.'
By taking the mutual fund route, investors can take exposure to gilts with small amounts. Over a decade or more, returns from these funds tend to be sound.
'Investors should not go for lump-sum investments in infrastructure funds at this point.' 'The SIP route is the best to avoid any major disappointment.'
Do not, however, enter expecting quick returns.
Actively managed debt funds with the flexibility to go long on duration made a strong comeback on the returns chart in 2023, thanks to softening bond yields. The average one-year returns of floater, long-duration, gilt, and dynamic bond funds, which ranged between 2.3 per cent and 4.5 per cent at the end of 2022, now stand at over 7.2 per cent, with some schemes delivering over 8.5 per cent, according to data from Value Research. Debt fund returns are inversely related to yields of underlying investments, meaning a decline in yields is positive for funds.
Investors across age groups and risk appetite can invest in these schemes.
Peers describe Sanjay Sachdev, new chief executive officer of Tata Asset Management Company, as a man who can form alliances with ease.
The volatility in Indian markets will take another 12 months to ease out. There are market cycles and economic cycles. We had a 4-year bear phase during 1994-97. The markets are still trading at reasonable levels compared to the one year forward price-to-earnings ratio multiple of 2005-06.
Holding company proposed with different businesses as divisions.
The domestic mutual funds such as Reliance Mutual Fund and Tata Asset Management Company are in advanced talks with global fund houses and investment advisors, in an attempt to offer global investment products to their Indian investors.
Listed Mumbai developers are battling higher inventory levels.
The fund is to invest in income generating assets such as malls, office complexes among others.
Flour millers want import duty exemption.
Investors were stuck in old schemes though they were suspended because of tax implications.
The British pound was down nearly 9 per cent in early morning trade.
Have conviction in your bets and use stop-loss as a defence mechanism to curtail losses.
With a common account number, you can use the MF Utilities platform to invest in any fund house's scheme.
With the Sensex again nearing 28,000 points, investors can make good returns with a one-two year horizon.
Govt wants to up investment in Railways
Jaitley promised higher investment in roads and railways.
More activity in the IT, health care, services sectors; manufacturing firms keeping fingers crossed.
Many people struggle to claim or liquidate investments and insurance policies due to procedural issues.
Single window clearances for realty must.