Major fund houses report a sharp rise in online transactions, driven by changing investor habits, distributor behaviour, and fast-growing fintech platforms.
'Focus on companies with healthy balance sheets and return ratios.'
Despite the uncertainties created by rising bond yields and oil prices, fund managers have been proactively deploying fresh flows into the equity market. The cash available with equity fund managers, which has remained lower at around 5 per cent in the past few months, hit a 16-month low of 4.8 per cent in September, shows a Motilal Oswal Financial Services report. Cash holdings in equity schemes had topped 6 per cent in February amid subdued equity market sentiment.
'Midcap and smallcap indices are trading in the expensive zone.'
'Just because you don't see them does not mean they don't exist.' 'The greatest risk is overconfidence.
Experts believe FPIs will keep a close watch on coronavirus pandemic, its spread and likely impact on the economy while making decisions about investment into India.
Gold funds have returned -5.2 per cent, while the Sensex is down 7 per cent in the past year.
Measured by returns in 2013, the top 10 funds had only three from large houses; nimble strategy could be a factor.
'We all wanted a strong Centre with a decisive mandate from the people, to allow them to take bold decisions.'
'The market position from here on is expected to go up'.
Subramaniam feels it does make sense to have some overlay in lump sum if one has the cash to do so.