When evaluating mutual fund performance, one important metric to consider is the return due to net selectivity ratio. This concept captures a manager’s ability to generate excess returns through effective stock selection, beyond what the general market delivers. To understand how this ratio influences the return, it’s essential to grasp the underlying mechanics and factors … Read more
“There are several stocks which are not really in your comfort zone and hence we need to pick up stocks on a bottom-up basis and need to cherry-pick ideas wherein the risk-reward is favourable. Otherwise, it is a tough market as far as stock selection is concerned,” says Pawan Parakh, Geojit Financial Services. What a … Read more
“Do not be too aggressive in how your portfolio is constructed. That is our broad tone. There are multiple reasons for it. And if you go through why India has done well over the last four-five years and pretty much from COVID to now, the key reason we think is it is a combination of … Read more
