“Over the past year, our Pratham and Vision portfolios have delivered returns of 47% and 42%, respectively. In comparison, the BSE 500 has returned 41% and the NIFTY 50 has returned 31% over the same period” says Riya Oswal Bafna- Co-Fund Manager at Purnartha. In an interview with ETMarkets, Riya said: “We have expanded our … Read more
The race to replace China’s top spot in emerging market equity portfolios is heating up, with Taiwan and India running neck to neck as formidable rivals. Thanks to record stock rallies, Taiwan and India now command more than 19% weightings each in the MSCI EM Index. That compares to China’s 22.8%, whose standing has steadily … Read more
Jun 15, 2024, 01:51:43 PM IST Eleven pure equity mutual funds added a total of 31 new stocks in May across market capitalisations. They also increased their holding in 33 stocks during the month, according to a Nuvama note. Together they have bought shares worth Rs 47,700 crore, the note said. A look into which … Read more
Mumbai: Mutual fund investors looking to diversify portfolios beyond traditional diversified equity strategies can consider quant funds, which primarily use mathematical models to select stocks, eliminate fund manager bias, and have lower costs than active funds. Wealth managers believe investors can allocate 15-20% to such schemes. Quant funds build a portfolio by selecting stocks on … Read more
Financial planners believe long term equity investors can consider an investment in large and midcap schemes. They could start a long term systematic investment plan (SIP) in this category which can give dual benefits of stability offered by large caps and the growth potential of midcap companies. WHAT IS A LARGE AND MIDCAP FUND? Large … Read more
