BUSINESS
Do market corrections trigger fear among retail investors? SIP data shows otherwise
An Aditya Birla Sun Life AMC market outlook report also highlighted this trend, noting that out of 20 episodes of market corrections, 17 incidents saw SIP flows surpassing the previous 12-month average
BUSINESS
Aditya Birla Sun Life MF CIO Mahesh Patil’s 2025 game plan: Stock-specific, quality-centric strategy; optimistic but cautious about 2025
Equity markets are likely to experience consolidation, with normalised earnings growth at 12-13 percent. Volatility may arise from global factors, including currency movements and liquidity impacts, he suggest.
BUSINESS
Promoters of mid-, small-cap firms cash in on rally; sell shares worth Rs 1.2 lakh crore
According to BSE data, between December 2023 and September 2024, nearly 400 companies in the mid- and small-cap segment saw promoters reducing their stake
BUSINESS
For now, HMPV virus is not a concern, expect limited impact: Market experts
Today's market downward trend according to experts could have various other contributing factors.
BUSINESS
AUM of India-focused Nifty-tracking passive equity funds doubles to near $5 billion in size
As per exchange data, equity assets under management (AUM) of passive funds globally tracking Nifty indices surged from $2.4 billion in December 2023 to $4.8 billion by November 2024.
BUSINESS
Attractive valuations, stronger earnings could see large-caps lead charge in 2025, says Canara Robeco MF
Despite continued challenges, the fund house believes that 2025 could be an opportunity for large caps. The report suggests that large caps, which are currently undervalued compared to broader indices like the Nifty 500, present an investment case for them to outperform other segments in 2025.
BUSINESS
Retail Power: Retail holdings rise more than 10x over the last decade
2.3 crore investors were added during the year, which is the highest ever addition in a calendar year, as per the 2024 annual data highlight report by NSE.
BUSINESS
Market outlook 2025: Top fund managers in 'cautious optimism' mode amid near-term challenges
Motilal Oswal Wealth Management, in its 2025 market outlook, states that market consolidation may dominate the first half of the year, with recovery likely in the latter half
BUSINESS
IPOs in 2024: More than 60% mainboard IPOs prove lucky for investors
Listing gains matter a lot as a study by SEBI has shown that a majority of investors invest money in IPOs only for listing gains
BUSINESS
Super Fund Manager 2024: The growth-driven formula that powered this mid cap fund manager’s success
We focus on companies growing above the nominal GDP growth rate, with some indexing to growth as well, while keeping an eye on valuations, explains LIC Mid Cap Fund's Dikshit Mittal.
BUSINESS
Super fund manager: How this money manager leveraged strategic sector positioning and leveraged the strong mid-cap rally
"In the jewellery industry, two-thirds of the market is still unorganized, leaving room for organized players to expand by opening more stores, improving offerings, optimising inventory, and enhancing turnaround times," said Ajay Khandelwal.
BUSINESS
2024 in review: MFs witness growth in 2024; SIPs, Thematic and Passive on the rise
According to an ICRA note, the share of open-ended equity-oriented mutual funds in the total AUM increased to 44.59 percent, amounting to Rs 30.36 lakh crore in November 2024, up from 41.46 percent in November 2023.
BUSINESS
Super Fund Manager 2024: Why this Flexi Cap fund manager believes a blended strategy is key to success
On strategy for next year, Invesco’s Head of Equity and Fund Manager Amit Ganatra notes that they need to be more cautious
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
