Shenoy discusses how domestic-focused sectors like manufacturing, defence, railways, domestic consumption, and infrastructure are ready for long-term growth
LTCG tax perks and bond drought create perfect storm
PB Fintech and Delhivery were also among the top 15 most bought stocks, as per an analysis by Nuvama Alternative & Quantitative Research
In a falling interest rate scenario, impacts growth and quality stocks more positively, say experts
Markets jump nearly 2% intraday; Nifty hits fresh high
Inflows into flexicap funds surged to Rs 3,513 crore in August, the highest since the category was introduced in December 2020
Zerodha reported an average delay of two hours in generating the mandate, attributing the issue to the sponsor banks of the IPO
Surge in SIP flows, strong NFO collections drive August collection to the second highest in a month
FPIs sold shares worth Rs 621 crore, while domestic institutional investors pumped Rs 2,121 crore into the market
At present, there is only one active momentum fund, that of Samco MF. Most other fund houses have momentum factor-based funds on the passive side
Quant MF has managed to dominate the equity scheme performance charts in recent years, with its high-conviction bets working out well
Around 2,500 MF distributors rake in Rs 14,850 cr in commissions last fiscal year
Multiples will come down if the companies fail to deliver on earnings growth, he said
Folio growth powered by stellar performance and strategic distribution
DII flows have remained positive for 13 consecutive months now. The last time they were net sellers was in June 2023
Exposure to fixed income, real estate likely could decline, says Sundaram Alternates report
Use parameters such as momentum, company size, and volatility to construct portfolios
Capitalmind joins the likes of Angel One and Unifi Capital in the queue for a final MF licence
In an interview, Tawakley advises investors entering equities now to maintain a long-term horizon
The clarification came following media reports of stagnant net inflows even as gross SIP inflows continue to rise