'In the next one-and-a-half, two months you'll get decent amount of opportunities in the mid-cap and small-cap sector at lower levels.'
In recent times, 'inflation' has emerged as a buzz word of sorts. Simply put, inflation is a situation wherein too much money chases a limited number of goods. This leads to a fall in the value of money. Inflation is often expressed as a rise in the price level. For example, a product that costs Rs 100 now, would cost Rs 105 a year hence, assuming that prices rise at 5 per cent annually.
Mid cap stocks (and subsequently mid cap funds) have been the worst hit in the recent stock market crash. Investors who added mid cap investments to their portfolios without understanding their true nature are a dismayed lot. Typically, mid caps are presented as an opportunity to make quick money; sadly, investors are rarely made aware of the higher risk involved. While there is no doubt that if identified correctly, mid caps can contribute significantly.
In JMSMF's case, the flexibility to invest upto 35% in debt should stand it in good stead to counter stock market volatility.
Investors fail to realise the potential of tax-saving investments in contributing towards wealth creation. As a result, it is vital that tax-planning be considered as a part of the investor's overall financial planning and not in isolation.
It was another good month for investors as equity markets surged northwards and touched record highs. The BSE Sensex posted a gain of 14.73% during the month to close at 19,838 points; the S&P CNX Nifty appreciated by 17.53% to settle at 5,901 points. The CNX Midcap rose by 8.49%, before settling at 7,450 points. However, these numbers conceal the intense volatility that was experienced during the month.
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.
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.
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.
Investors must adhere to their risk appetite at all times and should do well for themselves over the long-term.
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.
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.
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
Despite being one of the basic tenets of financial planning, diversification is often overlooked by investors.
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.
Liquid funds, short-term debt funds and floating rate funds can serve a variety of needs
The markets are once again in a bear hug and the Sensex at 1400 hrs is down 133 points at 8,930.
It's about time investors shifted their focus back to existing mutual funds with established track records rather than run after NFOs.
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
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.
Our advice to investors -- subject to your risk appetite, get invested in tax-saving funds using the systematic investment plan (SIP) route.
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.
Finally, the Sensex touched 12,000 mark for the first time since April 20 in late trade but could not sustain it.
Tech Mahindra and United Spirits will replace them in the 50-share index of the National Stock Exchange with effect from March 28.
The BSE MidCap and SmallCap indices during this period have outperformed the blue-chip indices.
Asset managers are betting big on ETFs these days.
Budget was a mild disappointment. Yet, the bull run continues.
Nifty has a virtual monopoly in the index derivatives segment.
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