Investments Archives

February 25, 2020

PMS review: How Motilal Oswal’s Next Trillion Dollar Opportunity Strategy fares

Multi-cap, concentrated 25-stock portfolio with 16 companies such as Page Ind., Bajaj Fin., Eicher Motors, City Union Bk. held for over 5 years

February 20, 2020

SBI Card IPO set for March 2 opening; more details about credit card biz revealed

SBI Card is going to be the first pure-play credit card company to be listed in India

February 20, 2020

Discount broker Zerodha applies for mutual funds AMC license

Zerodha may bring in innovation in mutual fund manufacturing, just like it brought in discount broking business into stock broking

February 19, 2020

NSE reshuffles stocks in indices; how will it impact your MF investments

Yes Bank out, Shree Cement in Nifty 50, 5 stocks changed in NIFTY Next 50, 20 stock rejig in Nifty 500; All changes effective from March 27, 2020

February 18, 2020

Stay invested in top credit quality funds with a portfolio duration longer than investment horizon: Sujoy Kumar Das of Invesco

An exclusive interview with Sujoy Kumar Das, who heads the fixed income investment team at Invesco India where he oversees debt fund assets worth Rs 14,400 crore

February 17, 2020

Mutual funds strike big in stocks where they hiked exposure in Dec-19 quarter

Balkrishna Industries, Ratnamani, Escorts, CanFin Homes, PVR, Mindtree among stocks that have seen double-digit % rise in price after mutual funds hiked stake in last quarter

February 14, 2020

PMS firms can’t charge any upfront fee to clients; Direct option introduced in PMS too

Only trail income for distributors, brokerage fee at actuals to be charged to clients as expense. New exit load norms too

February 13, 2020

ICICI Pru MF valuation model suggests ‘Neutral on equities’; no time yet to take a big buy call

The ICICI Prudential valuation model was reasonably accurate in predicting the 2008 market crash, as it had asked investors to ‘book partial profits’

February 12, 2020

NSE unveils norms on treatment of inactive trading account

Applies to accounts where no trades have been carried out since last 12 months

February 12, 2020

Which are the best performing midcap, smallcap PMS strategies?

We take a look at the winners in different time periods like 6-month, 1-year, 3-year and 5-year to find out the best performing portfolio management service funds

Investments Articles