A rebounding and steady market is a good time to weed sectors and funds that tend to drag the portfolio.
The recent circular follows the 'true-to-label' concept, but large funds in the multi-cap category may be forced to merge in the absence of sufficient small-cap options.
HDFC and HDFC Bank's merger - touted as India's biggest-ever corporate merger - pumped up shares of the two entities on the bourses. Shares of Housing Finance Development Corporation (HDFC) skyrocketed 9 per cent while those of HDFC Bank zoomed 10 per cent. In comparison, the benchmark S&P BSESensex and the Nifty50 indices settled 2.2 per cent higher on Monday.
Rebalance the portfolio at least once a year to ensure it remains in sync with the target asset allocation.
These schemes are expected to perform in the next 2-3 years.
While the purchases of celebrity investors become public knowledge, what is not known is the price point at which they bought them.
Shares of MRF crossed a first time Rs 100,000 mark, hitting a record high of Rs 100,300, up 1.4 per cent on the BSE in intra-day trade. on June 13, 2023. The stock surpassed its previous high of Rs 99,879.65, touched May 8, 2023. Thus far in the current calendar year 2023 (CY23), MRF has outperformed the market by gaining 14 per cent on improved financial performance.
Data shows of the 385 companies, which had announced their latest shareholding, fund houses cut their stake in about 200.
The rally in silver may continue if the global economic recovery remains on course.
Outflows are likely to continue, experts say, till such time as the markets see a significant correction.
Goals like buying a car or travelling abroad are short-term goals whereas purchasing a house or retirement planning are medium and long-term goals.
Salil Dhawan explains how as you progress in your career you can also grow your money at a phenomenal pace if you start investing early.
What are the points to consider when you evaluate a prospectus? Apart from looking at the fund's track record, latest performance and the credit worthiness of the fund managers, you need to look into the fund expenses as well.
Given the prevailing uncertainties, investors must maintain a 10-15 per cent allocation to gold in 2023.
CoinSwitch has 7.21 times more cash holdings in rupees, compared to that held by its users on its platform.
Market expert Shrikant Chouhan, head of Technical Research, Kotak Securities, replied to many such important investment queries during a chat on rediff.com on Tuesday.
At the outset, decide whether you want to be a trader or an investor, suggest Sarbajeet K Sen and Sanjay Kumar Singh.
'Returns can be very variable in equity markets.' 'That is why I tell small investors don't put 100 per cent of your money in equities, even if you are young.'
If you are bullish on the consumption theme, consider specialised mutual funds that focus on this theme. Remember that such sectoral mutual funds should not make up more than 5% to 10% of your equity portfolio.
BSE's, NSE's overnight liquid fund facility can help stock investors maximise returns
You must invest to earn returns. Emotions and feelings must be reined in and an objective approach should be adopted to succeed in the market.
While comparing portfolios of various mutual fund schemes, investors must keep the following points in mind. Read on:
Majority of equity linked savings schemes as well as mid and small-cap funds outperformed their respective benchmark indices over a five-year period ended December 2015.
If a retail investor wants exposure to a healthcare ETF, it should be a part of his satellite portfolio, suggests Sanjay Kumar Singh.
And there have been months when flows have exceeded $3 billion.
They are suitable for a 3-5 year horizon. Choose equity funds for longer than 5 years
Experts attributed the inflows to sudden rally in gold prices, mainly due to uneasy trade negotiations between the US and China and lower than expected global GDP growth.
FIIs accumulated India's top-listed companies at an average valuation of around 16 times.
It is best not to get carried away by returns or take a short-term view of the markets, says Bhavana Acharya.
Shah had pleaded guilty in 2012 to securities fraud in a parallel civil insider trading case case.
It is very important for founders and entrepreneurs to do thorough background research about the investors, before confirming any association, says Nikesh Patadia.
Gold exchange traded funds (ETFs) witnessed a net outflow of Rs 248 crore in February, making it the second consecutive month of withdrawals as investors preferred equities over other segments on record SIP flows. Net outflows from the gold ETFs were at Rs 452 crore in the month of January. Prior to that, the asset class had seen a net investment of Rs 313 crore, according to the data of Association of Mutual Funds in India (Amfi). Despite the outflows, the category witnessed an increase in net assets under management (AUM) of gold ETFs to Rs 18,727 crore at the end of February from Rs 17,839 crore in January-end.
If your fund's expense ratio has risen dramatically after Sebi's recent changes, compare it with the category average before switching.
Domestic households are grossly underexposed to equities.
Half a dozen stocks from the large-cap universe and over two dozen from the mid-cap universe have been replaced.
There is widening gap between what the government's premier retirement fund makes on its investments and what it offers to employees. The Employees' Provident Fund Organisation (EPFO) makes the bulk of its investments in government-related securities. In other words, it lends to central and state governments and related entities. The interest it gets from these instruments is largely what it uses to pay interest to its subscribers.
Equity MF schemes recorded worst inflows in three and a half years at Rs 1,311 crore for November. Investors across the board have taken money off the table as markets have scaled new highs. Industry experts said SIPs had stayed intact, which is a healthy sign for the MF industry.
Nikunj Saraf, Vice President Choice Wealth, answers your mutual fund queries.
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