BUSINESS
Super Fund Manager 2024: This fund manager explains how tactical sector allocations led to strong large-cap performance
We were cautious about the pace of rate cuts. We did not buy into the theory that rate hikes would quickly reverse into rapid rate cuts. As a result, we were more underweight on financials compared to others, which worked in our favour, says Sriram.
BUSINESS
Super Fund Manager 2024: How this fund manager outperformed the benchmark with “smart sectoral” moves
Small caps have been the standout this year. In the second quarter, they saw the highest earnings upgrades, outpacing mid and large caps. Many doubted their potential, but higher earnings growth drove their success, and we expect this trend to continue, Shah says.
BUSINESS
Super Fund Manager 2024: How this fund manager is winning the infra game with 47% return in a year
This is the third year of strong performance for the Invesco Mutual Fund, and it has consistently tried to stay ahead of market trends by leveraging domain knowledge and recognizing business cycles early, says Nigam
BUSINESS
Super Fund Manager 2024: Early sector bets and strategic stock picking have been driving this manager's success
A diversified portfolio and early bets on the right sectors have driven performances in both funds, according to ITI AMC's Rajesh Bhatia.
BUSINESS
Super Fund Manager 2024: How this multi-cap money manager finds his timing and themes to emerge triumphant
Kotak AMC’s fund manager Devendar Singhal believes 2025 will see challenges on the earnings front, and wealth creation will not be easy. This year, his multi-cap fund had bet on contruction, smaller PSU Banks and select automotive names.
BUSINESS
Super Fund Manager 2024: This fund manager hit pay dirt with Zomato and Trent in 2024. What is he betting on in 2025?
'We’re focusing on high-quality, reasonably priced sectors like IT and pharma. These offer solid cash flows, attractive valuations, and stability amidst geopolitical uncertainty,' says Bandhan AMC's Fund Manager and Head of Equity, Manish Gunwani
BUSINESS
IPO gives new investors opportunity to participate in growth story from beginning: DAM Capital's Dharmesh Mehta
Going ahead, the management will be looking to build global partnerships for their M&A strategy, says Mehta
BUSINESS
India’s stock market growth is a testament to investor trust in Indian businesses: Ashishkumar Chauhan
Chauhan pointed out that India’s young population and technological advancements will drive the creation of wealth in the coming decades
BUSINESS
Rate cut conundrum: Cooling India inflation meets firm US inflation, clouding investor hopes
India’s markets will be closely monitoring global developments. While domestic interest rates have constrained consumption and economic growth, the easing inflation outlook raises hopes for monetary policy easing.
BUSINESS
Analyst call tracker: Analysts remain optimistic on Adani Ports and SEZ on operational efficiency and growth in port volumes
According to Moneycontrol's Analyst Call Tracker, out of 18 brokerages tracking the stock, around 17 have a buy call and 1 has a hold call.
BUSINESS
Gold ETFs see nearly 4x surge in inflows amid strong investor demand and global uncertainty
AMFI data shows that between Nov 2023 and Nov 2024, inflows in gold ETFs have jumped nearly fourfold to Rs 1,256 crore
BUSINESS
Mutual fund assets touch Rs 68.08 lakh crore in November; here are the key highlights
Equity mutual funds saw growth despite a month on month decline. For the month of November, equity schemes recorded inflows of Rs 35,943 crore, down 14 percent from the previous month.
BUSINESS
RBI MPC meeting: Market experts welcome CRR cut, say 'best is yet to come'
RBI cuts banks' cash reserve ratio, keeps policy rates steady; RBI cuts GDP growth forecast to 6.6% from 7.2% and raises inflation forecast to 4.8% from 4.5%
BUSINESS
Indian businesses delivered higher shareholder returns in 10 of 14 major sectors: DSP
Another key factor contributing to the outperformance of Indian markets is the consistent growth in the book value of underlying companies
BUSINESS
MC Explains: What is the controversy on MapmyIndia’s decision to separate its B2C business?
The company emphasised that the proposed consumer business would complement and showcase MapmyIndia’s core strengths in the B2B and B2B2C markets while focusing exclusively on the B2C segment.
BUSINESS
Many stocks trading at high PE multiples but recent correction has helped reduce froth in market, says Kotak AMC’s Harsha Upadhyaya
'Most sectors have participated in the rally over the last few years, but private banks stand out as offering valuation comfort,' Upadhyaya said at the Kotak AMC Market Outlook 2025 event.
BUSINESS
India could be an oasis amid global uncertainty though some challenges persist, says Kotak AMC’s Nilesh Shah
The festival and wedding seasons are driving a resurgence in consumption. With around 4.8 million weddings expected, generating spending of about Rs 6 lakh crore, the second half of FY25 looks better, Shah believes.
BUSINESS
No ‘screaming opportunities’ but reasonably valued stocks available in small- and mid-cap space: Groww AMC’s Anupam Tiwari
In conversation with Moneycontrol, Tiwari spoke about the fund house’s latest multi-cap offering, why he continues to be bullish on India
BUSINESS
For 2025, Kotak AMC sees opportunities across spaces despite recent slowdown
Kotak AMC is advising investors to look at large caps in the current market. “We believe that within equities, one should be slightly overweight on large caps at this point of time," said CIO Harsha Upadhyaya.
BUSINESS
An active 'ethical' MF scheme comes to market after 15 years. Chirag Mehta of Quantum MF explains trigger
Many investors expressed interest in aligning their investments with their values. This inspired us to explore the creation of a fund tailored to these principles, explains Mehta.
BUSINESS
India’s GDP misses expectations, but experts see limited market fallout
Most market experts suggest that the disappointing GDP print for the September quarter will have a limited impact on the markets.
BUSINESS
IT stocks’ quiet comeback: The second-most underweight sector for domestic mutual funds turns the tide
Fund managers are gradually cutting their underweight position in IT sector as stocks rise steadily on hopes of better growth under Trump
BUSINESS
Active momentum funds gather steam as large fund houses enter the fray
While the debate around active versus passive approach continues, both factions agree that momentum strategies come with inherent risks.
BUSINESS
We are AAA-rated, could look at ESG funds to raise debt financing, says NTPC Green CEO Rajiv Gupta
'We are the only AAA rated company in the renewable sector here and we are able to access debt easily from domestic markets. Even we are trying to access the ESG funds. So, we have never had any issues as far as debt is concerned,' says Gupta.
