mutual fund

Asset Allocation: ETMarkets Smart Talk: Sensex@80K! Sahil Kapoor recommends multi-asset allocation strategy for new investors

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Asset Allocation: ETMarkets Smart Talk: Sensex@80K! Sahil Kapoor recommends multi-asset allocation strategy for new investors

“Allocate new money to a multi-asset allocation strategy or an equity savings fund with lower equity allocations,” says Sahil Kapoor, Head of Products & Market Strategist, DSP Mutual Fund. In an interview with ETMarkets, Kapoor said: “Retail investors should prioritize building a well-rounded portfolio that includes both equity and debt, aligning their investments with their … Read more

financial freedom: Dhirendra Kumar on long-term investment & art of taking minimum risk

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financial freedom: Dhirendra Kumar on long-term investment & art of taking minimum risk

Dhirendra Kumar, CEO, Value Research, says he would encourage everyone to be just a little thoughtful about expenditure and divide spending broadly into three categories. One is essential, that you cannot do without – living, travel, food, stuff like that. Then, something that optimizes your efficiency. And the third one is for pleasure. Your holiday … Read more

Adani Energy raises $1 billion; gets bids from US investors, sovereign wealth funds

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Adani Energy raises billion; gets bids from US investors, sovereign wealth funds

India’s Adani Energy Solutions raised $1 billion through a share sale, which got bids from U.S. investors and sovereign wealth funds, the power distribution company said on Monday. The qualified institutional placement (QIP) was the Adani Group’s first fundraising from equity markets after a $2.5 billion share sale was scrapped in February last year. The … Read more

Derivative death trap? 78 lakh F&O traders lost Rs 52,000 crore in FY24, shows Sebi data

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Derivative death trap? 78 lakh F&O traders lost Rs 52,000 crore in FY24, shows Sebi data

Two decades ago, Warren Buffett had warned that derivatives are nothing but time bombs, both for the parties that deal in them and the economic system. And now Sebi data has proved the ‘God of stocks’ right once again. In FY24, 92.50 lakh individuals and proprietorship firms traded in index derivatives segment of NSE and … Read more

Budget 2024 | Nirmala Sitharaman: LTCG hike, indexation changes not done for revenue considerations, but to simplify & make sure all asset classes are treated similarly: FM

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Budget 2024 | Nirmala Sitharaman: LTCG hike, indexation changes not done for revenue considerations, but to simplify & make sure all asset classes are treated similarly: FM

Finance Minister Nirmala Sitharaman says people will pay less than what they have been paying even with indexation. “What they are going to pay at 12.5% is less than even what they have paid if the indexation were to be there. So, enough work was done in consultation with people who advise us on these … Read more

20% of households investing in financial markets: Economic Survey

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20% of households investing in financial markets: Economic Survey

The Economic Survey reveals that 20% of Indian households are now investing their savings in financial markets. It cites data showing that unique tax IDs registered on the NSE surged to 92 million in FY24, from 27 million just five years ago. The impact of this influx of individual investors is evident in new investor … Read more

These smallcap mutual funds outperformed benchmarks in May – Outperformers

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These smallcap mutual funds outperformed benchmarks in May – Outperformers

Jun 09, 2024, 02:01:23 PM IST Around 23 smallcap funds outperformed their respective benchmarks in May. There were 27 smallcap funds in the said period. Here are the top five outperformers, according to the data pulled by ACE MF. ANI 2/7 Aditya Birla Sun Life Small Cap Fund This smallcap fund offered 0.35% in May … Read more

portfolio: Why is it right time to reshuffle your portfolio? Feroze Azeez answers

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portfolio: Why is it right time to reshuffle your portfolio? Feroze Azeez answers

“Like you rightly pointed out rejigging the portfolio or monitoring your portfolio is an annual exercise which you always should do. But there are some periods which are more momentous from a perspective of their timing that at that point in time reviewing your portfolio, making changes makes perfect sense,” says Feroze Azeez, Deputy CEO, … Read more

Factor ETFs: Why you should invest for long-term returns

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Factor ETFs: Why you should invest for long-term returns

While investing, everyone who adheres to a clearly defined rule-based strategy stands a chance to make money. If the rules have stood the test of time, the odds of winning are even higher. Factor-based or smart beta exchange traded funds (ETF) adopt this rule-based approach of portfolio construction. They can be an interesting portfolio candidate … Read more