TOP FUND HOUSE BETS
Except for top tier firms, we have cut exposure to housing finance NBFCs to zero: Mahesh Patil, ABSL AMC
The recent announcement on corporate tax cuts has given some downside protection to the equity market. Without this, the market could have gone down further, Mahesh Patil, CIO-Equity, Aditya Birla Sun Life AMC, tells ET Wealth.
Axis Mutual Fund schemes top returns charts across categories
The schemes of the fund house have thrived on conviction bets.
Fund house with most equity holding just did a major portfolio overhaul
This found house bought a number of stocks from the financial service...
Indiabulls Housing Finance yields surge to 43%, companies may buyback bonds
Indiabulls Housing Finance bonds with similar maturities usually yielded 10-20%.
Thousands of crore of equity wealth at risk as retail bets in ‘falling knives’ hit record
DHFL on Thursday reported a net loss of Rs 242 crore for September quarter.
Quality theme: A house of cards?
It needs to be clear that there are no indications of stress in these companies.
India’s biggest fund house buying bank, infra stocks; mounts contra bet in auto
The fund house bought more than 1 crore shares each of the country’s biggest lender by assets.
Stocks in the news: DHFL, Indiabulls Housing, ZEEL, PVR and Mindtree
South Indian Bank, TVS Motor, PVR, DHFL and ZEEL will announce their Q2 results today.
Indiabulls Housing to consult SEBI for buybacks
The company is said to be one of the top ten dividend-paying companies in India, having paid Rs 10,530 crore (Rs 271 per share) in FY19.
Multibagger bet? YES Bank sees major small investor interest in Q2
On a year-to-date basis, the stock is down nearly 80 per cent to trade at Rs 40.
Looking for value bets? MFs are buying these 8 stocks for 4 quarters now despite brisk fall
Mutual funds raised their holdings in these stocks to the tune of 250-500 bps in last one year.
Paytm in talks with T Rowe Price for its funding round
The Vijay Shekhar Sharma-led company has been in the market since early this year to shore up funds amid mounting losses and growing competition in the digital payments sector.
Diversification is in-built in the large & mid cap category, says Miyush Gandhi of Canara Robeco Mutual Fund
Most investors invest in multiple schemes to diversify their investments across market caps based on their individual risk appetite. Miyush Gandhi of Canara Robeco Mutual Fund explains how large & mid cap category can help investors to diversify their investments.
20 stocks where mutual funds raised stakes in Sept quarter
ICICI Lombard General Insurance was one of the companies that drew lot of interest of fund houses.
Canara Robeco Emerging Equities Fund: a consistent performer in large & mid cap space
Canara Robeco Emerging Equities Fund, the third largest scheme in the large & mid cap category, has consistently outdone its benchmark and peers.
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