10 years of methodical stock selection proves patience isn't passive - it's profitable
Cash buildup, limited capex appetite push firms towards fund houses
Market participants said account openings have moderated in recent months as equity returns plateau
Zerodha data shows women now form 3o% of its clients, up from just 3% in 2014, reflecting a steady shift in financial independence and equity market participation.
According to the National Stock Exchange's Market Pulse report, the trend since FY23 has been a gradual increase in the number of investors aged 30 and above
Markets regulator Sebi has abolished transaction charges paid to mutual fund distributors, bringing an immediate end to the provision that allowed asset management companies (AMCs) to pay such charges for investments above a certain threshold. The regulator said the decision came after a public consultation was carried out in May 2023 and an industry consultation in June this year. Under the earlier framework, Sebi said distributors were eligible for such charges if they brought in a minimum subscription amount of Rs 10,000. "...Sebi Master Circular for Mutual Funds dated June 27, 2024, allows AMCs to pay to the distributor transaction charges, subject to a minimum subscription amount of Rs 10,000 brought in by such distributors," the regulator said in a circular on Friday. Based on the feedback, Sebi observed that distributors, as agents of AMCs, are entitled to be remunerated by the AMCs, the "charges or commission, as prescribed under rules, shall be done away with". Accordingl
An accrual strategy focuses on earning returns primarily through interest payments, rather than through trading or capital gains
Investors are narrowing spreads between US and non-US assets
Industry adds 0.3 million new investors in April, lowest in 22 months
Ideally, equity portfolios should be diversified and held over the long term to capture growth trends across the corporate landscape and to allow for compounding effects
Fund houses had earlier attracted inflows into S&T funds through new fund offers (NFOs), a strategy that is now losing traction
ENDURANCE OVER IMPULSE: Anchor down for the long haul, doubling 5+ year holdings
The price of a stock often fluctuates and goes below its intrinsic value due to multiple factors
While there are surely pockets of value and potential multibaggers in the smallcap space, investors should be cautious due to the elevated valuations in this part of the market
Emkay Wealth Management recommends a 50:50 allocation between equity and debt. Within the equity portion, they suggest dedicating 30% of the total equity allocation toward US stocks.
The previous high of Rs 40,608 crore was recorded in June 2024
Equity schemes continue to witness net inflows, driven by SIPs
Investors should carefully consider their strategies and be mindful that not every dip will lead to a recovery.
Key recommendation for new investor for lump-sum remains Hybrid/ FOF and Multi Asset allocation schemes which can be opportunistic in reducing equity exposure or moving to other attractive asset class
'Economic growth and market expansion drive investor confidence'