Tata Quant Fund to merge with Tata Flexi Cap Fund: Should you stay invested if fund houses merge schemes?

Tata Quant Fund to merge with Tata Flexi Cap Fund: Should you stay invested if fund houses merge schemes?

Tata Mutual Fund has announced the merger of Tata Quant Fund into Tata Flexi Cap Fund, scheduled to take effect on March 21, 2025. Following this merger, Tata Quant Fund will be dissolved, and its unitholders will seamlessly transition to being part of Tata Flexi Cap Fund.  Investors who do not support the merger have … Read more

Fund Manager Talk | Weak earnings, external headwinds may prevent Sensex from giving double-digit returns in 2025: Rahul Singh

Fund Manager Talk | Weak earnings, external headwinds may prevent Sensex from giving double-digit returns in 2025: Rahul Singh

While India’s long-term growth story remains promising, slower earnings recovery and external headwinds could prevent returns from reaching the double-digit growth seen in 2024, says Rahul Singh, CIO – Equities, Tata Mutual Fund.Edited excerpts from a chat on outlook for 2025 and where to invest in the new year:Sensex and Nifty are poised to end … Read more

SBI MF, Tata MF buy Ratnamani Metals Tubes shares worth Rs 262 crore

SBI MF, Tata MF buy Ratnamani Metals Tubes shares worth Rs 262 crore

SBI Mutual Fund (MF) and Tata MF on Wednesday bought shares of Ratnamani Metals & Tubes for Rs 262 crore through open market transactions. According to the block deal data available on the National Stock Exchange (NSE), SBI Mutual Fund purchased 7.55 lakh shares, while Tata MF picked 30,000 shares, amounting to a combined 1.12 … Read more

Tata Equity P/E Fund turned Rs 10,000 monthly SIP into Rs 1.82 crore in 20 years

Tata Equity P/E Fund turned Rs 10,000 monthly SIP into Rs 1.82 crore in 20 years

Tata Equity P/E Fund, managed by Tata Mutual Fund, completed 20 years on June 29. The scheme has given 19.47% returns since its inception. The scheme manages assets worth Rs 7,904 crore as of May 2024. Launched in June 2004, the scheme has offered 17.04% returns in 10 years, 21.14% returns in five years, 25.78% … Read more

Balanced portfolio strategy is key while making equity investments. Mid & smallcap stocks offer opportunities

Balanced portfolio strategy is key while making equity investments. Mid & smallcap stocks offer opportunities

After a period of underperformance in the January-March quarter where Nifty50 lost nearly 4.5% or 830 points, the Indian markets turned around the corner in April with the 50-stock ending up with 3.6%. As investors look for opportunities in the equity markets, keeping a balanced portfolio is what the experts advise. A balanced portfolio strategy … Read more

7 sectors this Tata MF fund manager is ready to bet on in this market

7 sectors this Tata MF fund manager is ready to bet on in this market

Chandraprakash Padiyar, Senior Fund Manager, Tata Mutual Fund, says he belongs to the camp which says that businesses in India continue to do well. There are some pockets of businesses which have slightly lower growth or profit margin impact but coming to largecaps, it is mainly banks and they continue to do extremely well. There … Read more

Don’t chase any particular sector, go bottom up: Tata Mutual Fund

Don’t chase any particular sector, go bottom up: Tata Mutual Fund

Instead of analysing valuations at a broader index level, it would make a lot of sense to look at individual companies and form your view based on the strength of their business models, says Rupesh Patel, Senior Fund Manager. How are you analysing the valuation of the broader markets?When we look at the market from … Read more