PORTFOLIO
What is the core and satellite strategy for equity mutual fund investments?
Young investors preferred mutual funds to achieve long-term goals and leveraged a core and satellite strategy for diversification. The core portfolio focused on stability with large-cap investments, while the satellite portion involved higher-risk funds aiming for higher returns.
How Adani bull Rajiv Jain’s GQG reshuffled 13-stock portfolio in election season
During the June quarter, GQG Partners, led by Rajiv Jain, boosted stakes in Adani Energy, Adani Enterprises, Adani Ports, and ITC, while trimming holdings in IDFC First Bank and Patanjali Foods. GQG's India portfolio has grown to nearly Rs 90,000 crore, with notable gains from Adani stocks post-Hindenburg crisis.
Sebi proposes to relax disclosure framework for certain FPIs
The Securities and Exchange Board of India proposed relaxing disclosure norms for large foreign portfolio investors from neighboring countries. Sebi recommended setting a threshold for disclosure requirements. If entities from LBCs or non-LBCs hold more than 50% or 67% of the assets, FPIs will be exempt from providing granular details.
Sebi proposes to relax additional disclosure framework for certain FPIs
As per the additional disclosure framework for FPIs issued in August 2023, certain FPIs with assets under management (AUM) exceeding Rs 25,000 crore are required to provide granular details of all their investors or stakeholders on a look-through basis to ascertain whether the FPI is effectively domiciled in a land bordering country (LBC) or not.
FPIs invest Rs 33,600 cr in equities in July amid continued policy reforms, good earnings season
Foreign investors injected over Rs 33,600 crore into Indian equities so far this month on the expectation of continued policy reforms, sustained economic growth and a better-than-expected earnings season.
FPIs net buyers of Indian equities at Rs 30,772 crore in July so far. Know what they are spending on
In June, FPIs turned net buyers in Indian equities, investing Rs 26,565 crore, reversing the trend of outflows in April and May. This followed a mixed start to the year, with selling in January, buying in February and March, and then selling again in the following months.
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Damani's portfolio stock soars 17% as company plans to consider bonus share issue
The shares of Damani’s portfolio stock VST Industries soared 17% to its new all-time high of Rs 4,829.95 after the company announced that it will consider issuing bonus shares in its upcoming board meeting on July 25.
Capitalmind launches its first AIF, aims for Rs 500 crore in one year
Capitalmind's Select India One Fund, targeting Rs 500 crore in a year with Rs 1-crore minimum, holds 20-40 stocks. Major allocations: 44.37% in industrials, 15.16% in consumer cyclicals, 13.6% in non-energy materials, 9.47% in healthcare. Using systematic hedging and rule-based strategies, it focuses on less understood markets. CEO Deepak Shenoy notes a 28.
Vijay Kedia raises stake in microcap stock but labels it as very risky investment
Global Vectra Helicorp has been in top form over the last 12 months, delivering multibagger returns of 144%, outperforming the 21% rise seen in the Sensex during this period. In 2024 so far, Global Vectra’s returns stand at an impressive 67%.
Sebi's proposal on new asset class for high risk takers looks promising: Experts
Capital markets regulator Sebi's proposal for introducing a new asset class for high-risk profile investors can help them gain access to a newer set of strategies including long-short equity fund and inverse Exchange-traded Fund (ETF).
Hedge your portfolio against Budget risk with these 4 strategies
Learn about the historical performance of sectors on Budget Day in India and get valuable insights on hedging strategies. Trustline Securities offers comprehensive financial services to help investors make informed decisions.
Sebi mulls new asset class to fill gap between mutual fund, PMS
Investors can invest a minimum of Rs 10 lakhs in such products, below the threshold of Rs 50 lakh for portfolio management service (PMS) and Rs 1 crore for alternative investment funds (AIFs). The minimum investment size of mutual funds is as low as Rs 500 and there is no cap. Several affluent investors put money in PMS and AIFs for more focused and unique investment strategies.
Mukul Agrawal adds smallcap counter Lux Industries in June quarter, trims stakes in 3 others
In Q2 2024, Mukul Agarwal added Lux Industries, while trimming stakes in Indian Metals & Ferro Alloys, Ethos, and Apollo Pipes. He increased positions in Hind Rectifiers and ISMT. Lux Industries saw 52% returns. Hind Rectifiers and ISMT yielded 147% and 95% annual returns. His diversified portfolio, including Radico Khaitan and Ceat, is valued at Rs 5,825.3 crore by Trendlyne.
Taiwan, India threaten China’s top spot in EM equity portfolios
The rise of Taiwan and India is allowing investors to better diversify by betting on artificial intelligence chipmakers and the infrastructure boom coming from Modi’s programs to modernize the country. As the US rate cycle peaks out, having attractive options in emerging markets is fundamental to any pivoting of capital flows.
Ace investor Akash Bhansali raises stake to 1.21% in Paytm in June quarter
Bhanshali holds 19 stocks besides Paytm, totaling over ₹5,980.4 crore. Notably, retail investors increased their stakes in the company by 1.30% in the April-June quarter, reaching 16.56%.
Rekha Jhunjhunwala trims stake in CRISIL in June quarter, Ashish Kacholia raises in this smallcap
Kacholia on the other hand appears to have capitalised on the buy-on-dips opportunity. While its returns in 2024, so far have been negative 21%, on an annual basis they stand at 75%.
Radhakishan Damani raises stake in this cigarette stock during Q1, cuts holding in Blue Dart
Damani has increased his stake in VST Industries by 2%, bringing his total shareholding to 34.7%. At the end of the March quarter, he held approximately 32.7% in the company. Conversely, the ace investor reduced his stake in Blue Dart by 0.1%, lowering his holding to about 1.3% at the end of June 2024, down from 1.4% in March 2024.
Ashish Kacholia buys stake in this multibagger microcap stock during first quarter
Investor Ashish Kacholia raised his stake in Dhabriya Polywood to 6.67% in June. The microcap company, valued at over Rs 400 crore, manufactures PVC doors and saw its stock rise 200% in two years. RSI is 71.7, indicating overbought status. MACD at 14.5 indicates a bullish trend.
Dolly Khanna picks 1.1% stake in this multibagger microcap stock in June quarter; shares jump 12%
Nile is majority-owned by the promoters with 50.43% stake, while public shareholders own the rest of 49.57%. Among the public shareholders, mutual funds and foreign investors have negligible holdings.
Sebi chief Madhabi Buch urges investors to identify mischief makers in the market
Recalling her own experience as an industry participant, Buch said it is "frustrating" for the law-abiding participant when he or she discovers an industry peer gaining using bad practices.
Markets on bullback, no pullback from 80,000 milestone
Sensex hit 80,000, led by TCS, Infosys, and banks like Kotak Mahindra. Nifty reached 24,302.15, driven by pre-budget CapEx expectations. Markets show bull indications, driven by private banks and tech. Confidence from policy consistency, expected social welfare spending, and strong investor sentiment; budget is likely in July.
FPIs lap up realty stocks amid low inventories, sustained demand scenario
The increase in the weight of the sector can be attributed to capital appreciation and steady inflow of overseas funds. The Nifty Realty index has outperformed the benchmark Nifty 50 by 32% year-to-date.
Raselle Capital VCC pays Rs 1.23 cr to settle FPI violation case with Sebi
Foreign portfolio investor Raselle Capital VCC has settled a case related to the alleged violation of FPI rules with capital markets regulator Sebi after paying Rs 1.23 crore as settlement charges.
Planning to pick winning portfolios? Past performance is not the only way to go!
Many investors choose mutual funds by sorting them by highest returns and picking the top 2-3. However, selecting top-performing funds based solely on past performance can lead to disappointment. Let's explore why this strategy is flawed.
9 smallcap stocks that connect Mukul Agrawal, Vijay Kedia, Ashish Kacholia & Dolly Khanna
The smallcap stocks held by renowned investors like Mukul Agrawal, Vijay Kedia, and Dolly Khanna have displayed varying performance levels over the past year. These investments in companies such as Neuland Laboratories, Prakash Industries, and Shankara Building Products have been closely monitored for their profitability and stability.
Dow closes at a one-month high as investors broaden portfolios
The Dow reached a one-month high, but the Nasdaq fell over 1% as investors shifted from AI-linked stocks. Federal Reserve rate cuts were anticipated, impacting market movements.
FPIs’ G-Sec purchases cross $10-billion mark
Nine months after JP Morgan announced the inclusion of Indian government debt in its emerging markets index, foreign portfolio investors have increased their ownership of sovereign bonds by over $10 billion. The influx of funds is expected to continue as India's index weightage grows.
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