While, small caps and mid-caps both categories have been giving investors notable returns, the prevailing question remains: is this a time to maintain allocations, or does the current environment call for a prudent pause?
Top money managers speaking at the Moneycontrol MF Summit said that legal clarity and product innovation hold the key to the mutual fund industry’s next phase of product expansion.
With midcaps under pressure and downgrades ahead, experts advice keeping more of the focus on fundamentals and selective bets, in order to navigate the smallcap risk going ahead.
While the narrative in India for the past many years has been that equity is the best investment in terms of long-term returns, there have been enough instances of countries wherein equities actually were not the best performing asset
The broader classification of large, mid and small caps was defined in 2017, and since then it has not been reviewed. Fund managers fear too much is chasing the 150-stock midcap universe
Industry titans Rahul Singh (CIO, Equities, Tata Mutual Fund), Anish Tawakley (Co-CIO, Equity, ICICI Prudential AMC), and Niket Shah (CIO, Motilal Oswal Mutual Fund) dissect the small-cap trajectory with razor-sharp insights
Despite relative underperformance compared to investment-led sectors, consumption names still appear expensive in absolute terms. “Yes, they would have underperformed a lot of the investment side stocks, but absolute multiples of most consumption names are as pricey as they were,” he added.
Speaking at Moneycontrol's Mutual Fund Summit, Munot reiterated that managing other people's money is "amongst the most noble professions in the world".
Moneycontrol MF Summit: Radhika Gupta said that the industry had already provided investors with the legos and building blocks but it was not time to tell them which was the way in which they could build with these blocks.
'Apply the family test. Ask yourself whether you would be doing and saying exactly the same thing if your family member was the investor,' Singh told the distributors and sales executives of AMCs.
A recent survey revealed a tilt towards equities among Indian households, especially younger investors
The third edition of Moneycontrol Mutual Fund Summit delved deeper into the industry trends and also recognized the valuable contributions of MFDs in a first ever Moneycontrol Mutual Fund Distributor Awards.
Moneycontrol Mutual Fund Summit provided a comprehensive overview of the current trends and future directions for mutual funds and SIPs in India keeping investor interests and MFD role in check.
A significant influx of flows through systematic investment plans (SIPs) is pumping strong local liquidity in the market and masking weaker earnings performances, making it a key risk factor for future returns, experts believe.
While many experts view the surge in promoter stake sales as tell-tell signs of a market peak, others argue that it's important to differentiate the nature of these sales. Not all promoter stake sales should be interpreted as a sign of valuations reaching their peak.
Moneycontrol Mutual Fund Distributor Awards highlighted the ongoing commitment of these professionals to fostering a more inclusive and robust financial future for all of Bharat.
Moneycontrol Mutual Fund Summit 2024 Highlights: The 2024 edition of the ‘Moneycontrol Mutual Fund Summit’ was held on August 21 in Mumbai. This year’s theme is was 'How SIPs Are Empowering Bharat’, which highlighted the growing impact of SIPs in driving financial inclusion in India.
The event will be attended by industry experts and veterans, who will address the most relevant topics pertaining to the mutual fund industry.
This year's Moneycontrol Mutual Fund Summit, promises to shine a spotlight on how Systematic Investment Plans (SIPs) are making financial markets accessible to millions across Bharat.
The Mutual Fund Distributor Awards set a platform to celebrate outstanding achievements in mutual fund distribution across India.
The mutual fund journey has just begun for a large part of rural India. Coming from a background of safe bank deposits, people will need to be given awareness about mutual funds and their advantages.
Moneycontrol Mutual Fund Summit Highlights: Speaking at a panel discussion on whether mutual funds be successfully distributed in the hinterlands of the country, Manish Kothari, Co-Founder, Z Funds, said: “Mutual Funds are a simple product, made complex with disclaimers. Have disclaimers, but know that when you are investing you get what you are here for.”
Cash calls are usually taken when wealth managers want to protect investors’ money from the downside. “However, protecting the downside is only remembered for a short period of time. The bigger picture is always participating in the upside,” says Anoop Bhaskar of IDFC MF
Moneycontrol Mutual Fund Summit: Kotak Mahindra AMC's Nilesh Shah pointed out that the mutual fund industry's talent retention will depend upon a lot upon spouses and how they manage the household expenses.
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