Sundaram Large and Midcap Fund: The Dark Horse?

After a significant correction in the value of mid cap stocks over the last two years, investors are looking to re-enter the segment as it has high growth potential. The valuations in the segment look attractive which makes it a good long term bet provided that you invest in quality stocks. However, given the slowdown…

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December 6, 2019 | by

SBI Bluechip Fund: Recovering From Blues

In the last couple of years, stocks in the large cap segment have witnessed strong rally as opposed to their mid and small cap counterparts, showcasing its ability to withstand volatile market conditions. These being stocks of well-established companies having reliable brand equity, offer stability and have the potential to keep growing in the years…

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November 29, 2019 | by

Have The High Conviction Bets Of Focused Funds Rewarded You Well?

Looks like Focused funds are back in focus. According to AMFI data, Focused funds witnessed inflows in each month beginning April 2019. Kotak Mahindra AMC, Union AMC, and Mirae AMC launched a Focused fund respectively in the current calendar year, while Tata Asset Management’s New Fund Offer (NFO) is underway. This takes the number of funds in the Focused fund category…

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November 28, 2019 | by

Did The Latest NFOs Make Money For Investors?

The Indian mutual fund industry’s asset under management (AUM) is at an all-time high at Rs 23.13 lakh crore as on October 31, 2019. For 65 consecutive months the number of folios (accounts) rose to reach 8.63 crore at the end of October. With India’s ambitious target of transforming into a USD 5-trillion economy by…

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November 26, 2019 | by

HDFC Mid-Cap Opportunities Fund: Pulling Through Tough Times

Mid-caps have been under pressure in the last 2 years, while many midcap stocks still continue to be beaten down as a result of the persistent slowdown in the economy. Nevertheless, the valuations in the midcap segment seem to be more attractive compared to their large cap counterparts. With more reform measures and announcements by…

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November 22, 2019 | by

Is India’s Consumption Story Fizzling Out?

After reports of unemployment reaching a 3-year high in the month of October, manufacturing activity reaching its seven year low and agricultural produce suffering from erratic rains, a recent report relating to a crucial economic indicator is a cause for worry. According to a survey conducted by National Statistical Office (NSO), consumer spending declined for…

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November 21, 2019 | by

Aditya Birla SL Frontline Equity Fund: Eyeing For A Revival

Amid extreme volatility and downfall witnessed over the last 2 years, large cap stocks have outshone mid and small caps by a huge margin and may even drive the recovery. These stocks are better poised to handle market volatility due to their stable business operation, quality of management, competitive advantage and sustainable business models. Thus,…

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November 15, 2019 | by

Is it Best to Hold Mutual Funds in a Demat Account?

It is a common knowledge that one needs a demat account to hold shares, but did you know that you can hold your mutual fund units in a demat form as well? Mutual fund investors have the option to hold their units in statement of account (SOA) form or in a dematerialised (demat) account. In both…

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November 7, 2019 | by