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Time of India
a day ago
- Business
- Time of India
Bengal records 18% jump in mutual fund AAUM from April 2024-25
1 2 Kolkata: Bengal has recorded an 18% year-on-year jump in mutual fund average asset under management (AAUM) in April. The state's AAUM has gone up from Rs 2.9 lakh crore in April 2024 to Rs 3.4 lakh crore in April 2025, according to an analysis by Motilal Oswal Asset Management Company. According to the Association of Mutual Funds in India (AMFI) data, approximately 63% of the Assets Under Management (AAUM) in the state was contributed by equity-oriented schemes in April. The AAUM of equity schemes in Bengal has increased by 22% from Rs 1.7 lakh crore in April 2024 to over Rs 2 lakh crore in the same month this year. Akhil Chaturvedi, CBO and ED, Motilal Oswal Asset Management Company, said, "The consistent year-on-year increase in Bengal's mutual fund AAUM, especially the notable rise in equity-focused schemes, reflects the state's evolving investment landscape. Looking ahead to 2026, we will continue to explore opportunities to launch new funds across both active and passive categories to meet evolving investor needs. " The company's analysis takes into account the AAUM of seven mutual fund categories, including liquid schemes, other debt-oriented schemes, growth/equity-oriented schemes, balanced schemes, funds of funds investing overseas, gold exchange-traded funds, and other exchange-traded funds.
News18
7 days ago
- Business
- News18
PGEL Shares In Focus After Singapore Govt Buys Shares Of Rs 288 Cr, 22,000% Return In 5 Years
Reported By : Last Updated: May 28, 2025, 08:00 IST PGEL Share Price PG Electroplast Share Price: PG Electroplast's shares, a small-cap electronics manufacturing services (EMS) company, gained attention on Wednesday, May 28, after the Government of Singapore bought shares worth Rs 288 crore through a block deal on Tuesday. Motilal Oswal Asset Management Company also invested in this multibagger small-cap stock. As per exchange data, the Government of Singapore acquired 38.19 lakh shares of the company, representing 1.34% of its total outstanding shares, while Motilal Oswal AMC purchased 15.9 lakh shares, which is 0.56% of the company's total outstanding equity. Both entities bought the shares of PG Electroplast at an average price of Rs 754.8 per share. Three of PG Electroplast's promoters, Vishal Gupta, Vikas Gupta, and Anurag Gupta, each sold 50 lakh shares in the block deal, according to official data. The shares sold by the three promoters amount to 1.76% each of the total outstanding shares, bringing the total stake sold to 5.3%. At the end of the March quarter, Vishal Gupta held a 17.95% stake in PG Electroplast, while Vikas Gupta and Anurag Gupta had stakes of 17.82% and 10.46%, respectively. Although the Government of Singapore did not appear in the company's shareholding pattern for the March quarter, Motilal Oswal has exposure in the company through its Flexi Cap Fund, which held a 2.65% stake as of March 31, 2025. Swipe Left For Next Video View all PG Electroplast's shares have tripled in value over the past 12 months. The returns are even higher over a five-year period, with the stock having surged more than 22,000%. Over the past month, PG Electroplast's share price has seen a decline of 12.14%, reflecting a drop of Rs 105.75. Year-to-date, the share price has decreased by 25.21%, equivalent to a loss of Rs 257.85. In a 3-year span, the share price has significantly increased by 1005.49%, representing a gain of Rs 695.80. Over a 5-year period, the share has experienced a substantial rise of 22735.82%. Stay updated with all the latest news on the Stock Market, including market trends, Sensex and Nifty updates, top gainers and losers, and expert analysis. Get real-time insights, financial reports, and investment strategies—only on News18. News business » markets PGEL Shares In Focus After Singapore Govt Buys Shares Of Rs 288 Cr, 22,000% Return In 5 Years
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Business Standard
22-05-2025
- Business
- Business Standard
Stay in US funds if horizon exceeds seven years, exposure less than 20%
If you are worried about a US-only exposure following the downgrade of US government debt, go for a globally diversified fund Sanjay Kumar Singh Karthik Jerome New Delhi Listen to This Article Moody's Investors Service downgraded the United States (US) government's credit rating from AAA to AA1 on May 16, 2025. This has sparked concern among Indian retail investors who have diversified globally, with many questioning whether to maintain, reduce, or exit their US fund holdings. Why the downgrade happened The downgrade stems from the US's widening fiscal deficit and elevated debt-to-GDP ratio. 'The high level of debt-to-GDP ratio could make it difficult for the US to service its debt,' says Pratik Oswal, chief of passive business, Motilal Oswal Asset Management Company (AMC).
Time of India
21-05-2025
- Business
- Time of India
NFO Insight: Can Motilal Oswal Services Fund help you gain stability and long-term growth potential?
Motilal Oswal Mutual Fund 's latest new fund offer of Motilal Oswal Services Fund is open for subscription and will close on June 3. The fund is an open-ended equity scheme investing in the services sector The scheme will open for continuous sale and repurchase on June 16. Motilal Oswal Services Fund aims to generate long-term capital appreciation by investing in companies that derive the majority of their income from businesses operating in the services sector of the economy. CEO comment on launch Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » Sponsored Links Sponsored Links Promoted Links Promoted Links You May Like Julio: Liquidación de boletos de cruceros sin vender (Mira precios) Cruceros para mayores | Anuncios de Búsqueda Más información Undo 'India's services sector has consistently demonstrated strong and resilient growth, emerging as a key driver of the country's economic development. With its rising contribution to GDP, robust export potential, and growing digital and consumer-driven demand, we believe the sector may offer compelling long-term investment opportunities. Our new Sectoral fund is designed to tap into this structural growth story and enable investors to gain exposure to the services-led transformation of India's economy,' said Prateek Agrawal, MD and CEO, Motilal Oswal Asset Management Company. Fund manager's take 'Services sector encompasses a wide range of industries—benefiting from rising incomes, urbanization and digital adoption. With structural tailwinds and improving export competitiveness, we see long-term potential across this sector. The fund will be benchmarked against Nifty Services Sector Total Return Index (TRI) which has shown an upward trend over the 11-year,' said Bhalachandra Shinde , Associate Fund Manager, Motilal Oswal Mutual Fund. Live Events 'From an initial level around 1000 in April 2014, the index has steadily increased, reaching a level of 4518 by April 2025. Our investment approach will focus on identifying quality businesses with scalable models and strong fundamentals that are well-positioned to benefit from this sector,' he added. Experts take on new launch Experts typically ask investors to avoid investing in NFOs unless they offer something unique. The uniqueness could be that the scheme is offering an investment option that is not available in the market or offering something extra to an existing option. Otherwise, the experts believe investors are better off with an existing scheme with a long performance record. This is because you have some historical data to base your investment decision. You don't have any data when it comes to new offerings. According to an expert, the fund being a sectoral or thematic fund is unique in its way that unlike other thematic/sectorial funds, it is not concentrated in a single category but diversified across a broad range of industries, such as the infrastructure theme. Cautioning the investors about the fund or sector/theme, Arjun Guha Thakurta, Executive Director, Anand Rathi Wealth Limited recommends that investors should avoid investing in this sector or theme, 'as we have not seen much existing funds in this theme to understand the theme's performance across different market cycles. Additionally, thematic/sectoral funds tend to undergo cyclical performance.' Another expert, post sharing India's services growth mentions that as we have not seen much existing funds in this theme to understand the theme's performance across different market cycles. Additionally, thematic/sectoral funds tend to undergo cyclical performance. 'As a smart investor, if you believe in India's growth story then service sector stocks should be a part of your core portfolio. So yes, market corrections should be seen as an opportunity to invest in promising service sector companies,' said Shruti Jain, Chief Strategy Officer, Arihant Capital Markets The scheme will be benchmarked against Nifty Services Sector Total Return Index and will be managed by Bhalachandra Shinde, Ajay Khandelwal, Atul Mehra, Rakesh Shetty, and Sunil Sawant. The scheme aims to generate long-term capital appreciation by investing in equity or equity related investments of companies that are engaged directly or indirectly or expected to benefit from the growth and development of the services sector in India. Emerging sector According to MOAMCs internal research, India's services sector has emerged as the most consistent and resilient contributor to the country's Gross Value Added (GVA), reflecting stable performance. Between FY23 and FY25, the sector achieved growth of 8.3%, underpinned by a surge in services exports, which accelerated to 12.8% in April–November FY25 from 5.7% in FY24. The sector's significance is further highlighted by its massive 109-fold increase in contribution to total GVA since FY14, according to a press release by the fund house. As a share of total GVA, the sector grew from 52% in FY16 to 55% in FY24, peaking at 56% in FY23. This highlights the services sector's growing role in India's economic output and its contribution to employment, currently supporting nearly 30% of the workforce. On the global stage, India ranks 7th in services exports, with 4.3% share. Notably, the sector has remained in the expansionary zone for 41 consecutive months since August 2021, underscoring its stability and long-term growth potential, the release said. The minimum investment amount for lumpsum is Rs 500 and in multiples of Re 1 thereafter. For monthly SIP, the minimum investment amount is Rs 500 and in multiples of Re 1 thereafter with minimum 12 installments. The scheme will allocate 80-100% in equity and equity related instruments of companies which derive a majority of their income from business in the services sector of the economy, 0-20% in equity and equity related instruments of other than services sector companies and overseas securities, 0-20% in debt and money market instruments (including cash and cash equivalents), 0-10% in units of REITs and InvITS, and 0-5% in units of mutual funds . Should one allocate? Based on the investment pattern of the fund, Thakurta firmly recommends investors to avoid investing in sectoral/thematic funds as these tend to undergo cyclical performance as they are highly concentrated in only a single category of industries. He instead recommends investors to invest in diversified equity funds, such as market cap-based funds and strategy-based funds, such as value, contra & focused, which give exposure across the range of sectors & categories and help to ride across the market cycles. However, Jain recommends that the service sector should have a significant allocation to every investor's portfolio who is betting on India but the actual allocation would depend on your risk profile, and other factors as for any equity investment, one should have a horizon of 6-10 years to mitigate the volatility and get real benefit. One should wait for at least 3-5 years to assess the performance of a service sector based fund before investing but investing in an old fund with a proven track record is a better choice than picking a NFO , especially if a similar fund is there in the market and if you invest in a diversified fund, it will automatically have a good percent of the portfolio invested into service sector stocks, considering how these companies have shown strong growth in last two decades said Jain. The scheme is suitable for investors who are seeking capital appreciation over the long term and investing predominantly in equities and equity related instruments of companies engaged in the services sector of the economy. Apart from Motilal Oswal Services Fund, there are two other funds based on this sector who have a track record of being in the market in the last five years. ICICI Prudential Exports & Services Fund has offered 28.66% return in the last five years and Sundaram Services Fund offered 29.68% return in the same time period. In the last one year, the schemes have offered 14.26% and 19.17% respectively. With two funds available for investment based on the service sector and this new NFO, Thakurta believes that the sector is expected to perform well and remain a structural growth engine, and emerge as a key driver of both domestic consumption and exports. 'With rising urbanization, digital penetration, and formalization, sub-sectors like financial services, healthcare, IT, telecom, and logistics are poised for multi-year growth. However, based on this, investing in a single sector is not recommended as it will increase the concentration risk associated with the performance of a single sector,' he adds. One should always invest based on their risk appetite, investment horizon, and goals. ( Disclaimer : Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times) If you have any mutual fund queries, message on ET Mutual Funds on Facebook/Twitter. We will get it answered by our panel of experts. Do share your questions on ETMFqueries@ along with your age, risk profile, and Twitter handle.
Hans India
10-05-2025
- Business
- Hans India
Midcap rallies 3.94 pc, Smallcap gains 1.69 pc as Indian markets post strong April returns
Mumbai: The Indian equity markets ended the month of April on a strong note, with the Nifty Midcap index emerging as the top performer, registering a gain of 3.94 per cent, followed by a 1.69 per cent rise in the Nifty Smallcap index, a new report said on Saturday. This reflects continued investor interest in mid- and small-cap stocks amid broader market optimism, according to data compiled by Motilal Oswal Asset Management Company. The benchmark Nifty also delivered a solid performance, rising by 3.46 per cent for the month, while the Nifty Next 50 gained 2.32 per cent. The Nifty 500 index climbed 3.24 per cent, supported by consistent gains in financial services, consumer discretionary, and energy sectors. The Nifty Microcap 250 also participated in the rally, advancing by 1.28 per cent, as per the report. A key highlight of the month was the Defence sector, which surged by 11.49 per cent in April and posted an impressive 32.03 per cent return over the past year. This growth has been fueled by strong government support for self-reliance and sustained investment in the sector. The Information Technology (IT) sector saw a slight decline of 0.27 per cent, while commodities slipped by 0.07 per cent, affected by global market headwinds and sector-specific concerns. Factor-based indices such as momentum and quality continued to deliver steady returns. Meanwhile, enhanced value and low volatility indices also moved higher, and government bond indices posted modest gains, indicating stability in the fixed income space across the 5-year and 10-year G-Sec benchmarks. Globally, the US markets gave a mixed performance. The S&P 500 declined slightly by 0.21 per cent as gains in IT and consumer staples were offset by losses in energy and healthcare. The Nasdaq 100 rose by 1.5 per cent, while the Dow Jones Industrial Average declined by 2.2 per cent.
