Only 15 funds, or 3 per cent, had all-female teams, managing 1 per cent of total assets
Fund managers say PSUs look attractive as valuations are cheap and possibility of strategic sales offers room for value unlocking
India is going to be the next China. It will be a foreign flow magnet, says Sundaram Mutual Funds MD Sunil Subramaniam
Credit risks have continued to weigh on the debt markets, with debt programmes worth Rs 1.64 trillion being downgraded in August. So far in FY20, Rs 10 trillion worth of debt has been downgraded
Want flexible methodology to define large- and mid-cap stocks
Fund managers seek clarity from new management on potential recovery
The key risk is that the fund manager may not always take the right calls
The correction in this space, which began in January 2018, seems to have accelerated recently. Top fund managers advise retail investors to accumulate quality stocks and wait for the upturn
Besides the core business going away, investors are concerned on how the sale proceeds will be distributed among the shareholders
3 out of 5 diversified equity schemes underperform benchmarks
Fund managers see re-rating of stocks with asset quality expected to improve and capex cycle reviving
Even over the longer term, active fund managers have found it difficult to outperform their benchmarks
Investors look for stocks with limited downside as markets expected to stay volatile
Experts say fund managers could have taken advantage of the rally to book profits
Experts say a weak RBI could be negative for both the equity as well as the debt markets as it will have a direct bearing on the economy
The benchmark Smart Portfolios value took a marginal dip in the last five trading days. The benchmark S&P CNX index portfolio value declined 0.4 per cent from Rs 11.34 lakh to Rs 11.30 lakh, during April 23-29. The markets were volatile during this period as they swung to the global cues following the Greece, Portugal and Spain S&P downgrades, and our very own April derivatives expiry.
Changes to portfolio holding suggest fund managers have been following bottom-up approach for stock picking amid spike volatility in May
Fund houses are adopting the process-driven approach and appointing co-managers to avoid fund getting impacted in case of exits.
The total assets managed by the women managers have recorded an increase in terms of absolute numbers
A lot of small-cap action has been driven by retail investors