In the diversified equity funds category, midcaps and smallcaps outperformed, while largecaps lagged. In the sectoral/thematic space, pharma, infrastructure and PSUs were the outliers, with the MNC category falling behind.
Equity Mutual Funds: During November, monthly investments via SIPs came in at Rs 25,320 crore against Rs 25,323 crore in October.
Investors may be better off with active debt funds, according to Avnish Jain, head, fixed income, Canara Robeco Asset Management Company.
Experts say CRR cut is a positive move and recommend an increase in exposure to long-duration bonds to take advantage of the potential capital appreciation, as bond prices rise with falling yields
Aditya Birla Sun Life Conglomerate Fund will have an investible universe of more than 30 business groups.
Flexi-cap funds, which invest a minimum of 65 percent in equities, sans restrictions on how much they can invest in large-cap, mid-cap, or small-cap stocks, are a good bet in turbulent times, says Pankaj Murarka, Founder, Renaissance Investment Manager
SBI Quant Fund, which opened for subscription on December 4, marks the entry of the fund house into the quant space.
This category of active MFS minimises the human element in decision making as far as investments are concerned. In turn, the action potentially reduces behavioural bias.
A diversified asset allocation remains a prudent strategy to tide through the near-term uncertainty. For investors, this means having a neutral allocation to main asset classes — equity, bonds, cash and gold, aligned to one’s risk appetite.
Sukanya Ghosh, Fund Manager at SBI Mutual Fund, talks about the investment strategy of SBI Quant Fund, how this scheme differs from other funds in the category, the stock selection process and how the fund will adjust to the changing dynamics of Indian equity markets.
Pankaj Murarka, Founder, Renaissance Investment Manager, says India is a paradise for growth investors. The pool of high-growth companies, which is available for growth investors, keeps on expanding, he says.