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
Investors who are bullish on the long-term prospects of the Indian equity markets, but believe valuations have run ahead and that the markets can be volatile over the next few months can stagger their investments using a systematic transfer plan or STP. WHAT IS A SYSTEMATIC TRANSFER PLAN? STP is a way to stagger money … Read more
Synopsis In its lifetime every midcap company sees some headwinds. There are many examples from history which show the difference between the companies which have been able to survive and grow even after all the trouble is that of the parent company. A company belonging to a strong industrial group which has a track record … Read more
HDFC Defence Fund-Reg(G), which was a top performer among the equity mutual fund schemes in April with returns of 12.56%, added three new stocks to its portfolio in the month gone by. These were Garden Reach Shipbuilders & Engineers, JNK India and Mazagon Dock Shipbuilders. Meanwhile, the scheme increased its holding in seven stocks while … Read more
In the realm of investment planning, longevity is a virtue. The journey to financial security once you are near retirement often requires a careful balance of strategy, foresight, and adaptability. In a quest for clarity amidst the retirement planning maze, Gururaj, a 50-year-old investor brimming with aspirations, seeks to grow the portfolio so that he … Read more
Sandip Sabharwal, asksandipsabharwal.com, says “the markets have corrected and people are correlating it to what might happen in the election. I do not think that is the right way to do it. I think markets fall under their own weight when they become overweight. So, the Indian market became overweight and is correcting a bit. … Read more
I am 41 years old and want to retire by age 55. My current savings are Rs 30 lakh in EPF, Rs 30 lakh in equity, and Rs 8.25 lakh in NPS. The investment I do as follows 1. PF – Rs 41,250 by the employer and same contribution by me as well which combined … Read more
As financial year 2024-25 begins today, it’s an opportune time to rethink your financial strategies. Here are five strategies you can implement in the new financial year to ensure an improved and secure financial future. 1. Review Your Portfolio: Start by reviewing your financial portfolio with a fresh and analytical mind. A comprehensive review will … Read more
FPIs have shown a significant resurgence in their investment activity within the Indian equity markets this month, injecting over Rs 38,000 crore, mainly driven by favourable shifts in the global economic scenario and strong domestic macroeconomic outlook. The investment came following a modest investment of Rs 1,539 crore in February and a massive outflow of … Read more
Radhika Gupta, MD & CEO, Edelweiss MF, says “we are telling people, do not switch your existing mid and smallcap fund holdings and pay a lot of tax, but at least put incremental money in multi-cap funds. Could a behaviour of this kind happen? Yes. So that could lead to a moderating of flows by … Read more