In this analysis, we look at indices on the ‘Quality’ factor. There are two NFOs running now – DSP Midcap 150 Quality 50 Index fund (there’s already the ETF version of this) and Aditya Birla SL Nifty 200 Quality 30. These two indices join the Nifty 100 Quality 30 index, on which there is an already existing ETF (from Edelweiss).
The stock has corrected 15% since our recommendation. We initiated our call just a day before the Q4FY22 results when the industry scenario was getting significantly better for the General Insurance companies post Covid.
Chief Investment Officers (CIOs) or star fund managers bidding goodbye to an AMC, or even the MF industry, has become a commonplace occurrence in India. The recent bull market has seen many well-known fund managers, from Kenneth Andrade of IDFC to Sunil Singhania of Nippon quit their MFs to seek greener pastures in managing PMS schemes or AIFs.
Manufacturing is the new favourite keyword in the market. If you have noticed the narratives of many money managers as well as the portfolios of funds, you will find that the manufacturing space is gaining favour.
Indian investors can pay dearly if they choose to ignore regulatory risk. The risk of a regulator suddenly putting a spoke in the wheel of a sector or company that’s sailing along, cannot be quantified. It is a subjective assessment.
It is true that debt funds have been a washout in the past 3 years. For an investment of 1-2 years, FDs would have marginally (although not significantly enough) returned higher than liquid and ultra short duration funds.
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Eighteen months ago, it would have been difficult to imagine that there would be a time when debt investors in India would be spoilt for
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In this quarter’s review, we have made some changes to Prime Portfolios to replace underperforming funds with newer ones. We have explained whether you need to exit or hold the funds we have removed.
We have only a few changes this quarter with some interesting additions in the equity aggressive category and in debt as well. We have also added a couple of themed funds to capture a visible up trend in the economic activity.
In the previous update on the Nifty 50 index, we had mentioned that the Nifty 50 index could retest or drop below the March low of 15,700. Since then, this scenario played out; the Nifty 50 dropped to a low of 15,183 on June 17 and has since been on a recovery path. Many of you have asked us where the Nifty 50 stands now. Here’s the view as the charts show.
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