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'
In four of the first five months of this year, foreign investors were big sellers, but they have changed tack and are now sailing with the wind
Types of stock market investors: Each investor category as their own interpretation of the Indian stock market, which in turn reflects in their investment strategy
The mutual fund industry has added over 81 lakh investors' accounts in the first two months of the current fiscal (FY25), mainly due to consistent marketing efforts, celebrity endorsements and dedicated work of the distribution network. Additionally, changing perceptions about fixed deposits, which no longer offer competitive returns compared to mutual funds, and the rise in income levels and accessibility to financial markets have also contributed to the rise in new investors, Trivesh D, COO of stock trading platform Tradejini, told PTI. Going ahead, the outlook for mutual fund folios remains strong, supported by the ongoing bull run in the stock market, solid risk management practices, continuous investor education, and consistent marketing efforts, he added. Moreover, the industry will continue to see decent growth as savers increasingly look for alternative avenues to create wealth for their long-term goals, experts said. "As India's per capita income grows, investors will look
Indian markets are moving towards atmanirbharta (self reliance) with the share of DIIs set to overtake that of FIIs in the next few quarters.
Failure rates among innovators tend to be high; concentrated portfolios make these funds volatile
The surge in indices came on the back of a robust economy, optimistic forecasts from global brokerages and rating firms on economic growth outlook, and favourable investor sentiment
Hybrid mutual fund schemes have seen a resurgence in 2023-24, garnering Rs 1.45 lakh crore in investments, driven by substantial inflows into the arbitrage category, following withdrawals in the previous fiscal year. The surge in assets was complemented by an increase in the number of investors, with the number of folios reaching 1.35 crore in March 2024 from 1.21 crore a year earlier, adding an investor base of 14 lakh. This shows investors' inclination for hybrid funds. Hybrid funds are mutual fund schemes that typically invest in a combination of equity and debt securities and sometimes in other asset categories such as gold. The category has been attracting regular inflows since the beginning of financial year 2023-24 in April after a change in taxation for debt funds that kicked off in the same month. Before that, the segment saw a net withdrawal of Rs 12,372 crore in March. Overall, the hybrid category saw net inflows of Rs 1.45 lakh crore in FY24, compared to an outflow of R
Lumpsum inflows into equity MF schemes spike to a two-year high in February
Sebi to soon issue norms on performance validation agencies
'There can be no guarantees of assured returns in securities market,' says regulator
AUM rose to Rs 48 trn in September, with over half of the money invested in equity funds
The majority 59 per cent of investors still consider past performance as one of the key benchmarks for investing in mutual funds.