Latest news with #Nifty500MulticapMomentumQuality50
Time of India
4 days ago
- Business
- Time of India
Large caps are the new debt? Radhika Gupta says investors have forgotten asset allocation buckets
Live Events Large cap is the new debt and private markets are the new equity.' That's what Radhika Gupta , MD and CEO of Edelweiss Mutual Fund , heard and said that this summarises how risk appetite has shifted upwards in the last half decade, and investors have forgotten some asset allocation posted on social media platform X that, 'Large cap is the new debt. Private markets are the new interesting quote I heard today that summarises how risk appetite has shifted upwards in the last 5 years, and some asset allocation buckets have been forgotten'Also Read | MF Tracker: HDFC Flexi Cap Fund turns Rs 10,000 SIP to nearly Rs 21.50 crore in 31 years Traditionally, investors treated large-cap equities as offering stability compared to mid- or small-caps and debt investments, such as government bonds and high-quality corporate paper, were the 'safe' end of the over the past few years, the risk appetite has shifted upwards and some traditional asset allocation buckets have been forgotten by the the other end, private market investments — whether venture capital, private equity, or unlisted debt — are increasingly viewed as the true growth and alpha in another post said that the Nifty500 space is expanding with diverse passive options and finding the right balance between risk and return, while using factors smartly is the favourite index in this Nifty500 space is Nifty500 Multicap Momentum Quality 50, is what Gupta shared and further mentioned that though it is a long name it delivers three things such as, firstly Simplicity of multi cap portfolios. Secondly, quality needed in mid and small and lastly, the element of momentum that as a style has a proven track Gupta in her post shared some interesting data on various indices in Nifty500 space. There are five different indices based on Nifty 500 - Nifty 500 TRI, Nifty 500 Momentum 500 TRI, Nifty 500 Multicap Momentum Quality 50 TRI, Nifty 500 Quality 50 TRI, and Nifty 500 Flexicap Quality 30 Read | JioBlackRock Mutual Fund launches 5 index funds. Should you consider investing in these passive funds? Edelweiss Mutual Fund has the first and only index fund and ETF in this space - Nifty 500 is what the CEO shared."Edelweiss Mutual Fund is the first and only provider of an index fund and ETF tracking the Nifty500 in this space," the CEO highlighted, directing investors to for more details.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of the Economic Times)
Mint
4 days ago
- Business
- Mint
Radhika Gupta recommends ‘favourite' Nifty 500 index for smart investment, says delivers three benefits. Take a look
Edelweiss Mutual Funds Chief Radhika Gupta took to social media platform X (formerly known as Twitter), to suggest her 'favourite' Nifty index investment. The successful investor has a prolific social media presence and is known for sharing experiences and advice with her followers online, including her philosophy on savings, investments, SIPs, and stock market fundas. Sharing her pick, Radhika Gupta wrote, 'The Nifty500 space is expanding with diverse passive options. Finding the right balance between risk and return, while using factors smartly is the key. My favourite index in this space is Nifty500 Multicap Momentum Quality 50.' On her reasning she added, 'It's a long name but it delivers three things: 1. Simplicity of multi cap portfolios; 2. Quality needed in mid and small; and 3. The element of momentum that as a style has a proven track record.' She also attached market data tracking the particular index's performance against other indices; and in a disclosure, noted that her company Edelweiss MF has the first and only index fund and ETF in this space. Earlier on July 24, Radhika Gupta, who is a well-known proponent of systematic investment plans i.e. SIPs, advocated for spending your money another way. Writing on X, she noted that the fruits of hardwork are also to be enjoyed, not only saved. She admitted that while it is her job to sell SIPs, she also advovates for people to 'enjoy the fruits of your hardwork' and find a good middle ground between spending and saving or investing. 'At the end of the day, life is not a race of who has the highest NAV of most rupees, but who has lived most joyfully. The middle path exists, and it is good one,' she noted. Prior to this, in June, she cautioned ordinary investors against looking for high returns without understanding the risks, noting that finfluencers use 'fear of missing our' or FOMO to push 'crazy investment opportunities' that are meant for more seasoned players. She has also extensively batted for SIPs as a mode of investment that crores of common investors use to put their collective trust in the mutual funds market. She said that it is this 'collective trust' in investment instruments that give the Indian capital markets its stability; and also praised SIPs as the 'accessible savings-cum-growth solution' for common retail investors.
