Public Sector Undertakings

Is the trend of chasing themes in the market over? Shreyash Devalkar explains

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Is the trend of chasing themes in the market over? Shreyash Devalkar explains

Shreyash Devalkar, Fund Manager, Axis Mutual Fund, says the market has matured, making broad investment themes less effective. Narrow themes are also challenging due to market awareness. Public Sector Undertakings or PSUs have performed well, but thematic investing may not be wise now. Individual stock selection within PSUs, such as banks or capital goods, is … Read more

Mutual funds: Thematic, sectoral funds have been in focus of investors. Should you invest?

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Mutual funds: Thematic, sectoral funds have been in focus of investors. Should you invest?

Mutual fund investment: In the year 2024, sectoral and thematic funds have emerged as the focal point in the investment landscape, capturing 42% of the total active mutual fund inflows. This surge in interest is primarily driven by domestic investors, notably retail investors, who are displaying a significant penchant for sectoral and thematic funds. As of … Read more