Latest news with #SarbajeetKSen
&w=3840&q=100)
Business Standard
4 days ago
- Business
- Business Standard
Special Opportunities Funds: For seasoned investors open to higher risks
Suitable for seasoned investors willing to take higher risks premium Sarbajeet K Sen Listen to This Article Special Opportunities Funds (SOFs) aim to profit from stock price movements triggered by corporate or economic events. The latest entrant in this category is Motilal Oswal Special Opportunities Fund, which recently launched a new fund offer (NFO). Six other asset management companies (AMCs) offer these schemes and have cumulative assets under management (AUM) of ₹40,800 crore. Where do they invest? SOFs invest in companies navigating through periods of disruption. 'These disruptions could stem from mergers, demergers, regulatory changes, management shake-ups, or internal restructurings. The idea is to identify businesses that are fundamentally sound but temporarily misunderstood or mispriced due to
&w=3840&q=100)
Business Standard
30-07-2025
- Business
- Business Standard
Hit by falling FD rates? Consider these funds with 3-year horizon
Hit by falling FD rates? Consider these funds with 3-year horizon Sarbajeet K Sen Listen to This Article With the Reserve Bank of India (RBI) cutting the repo rate by 100 basis points (bps) since the beginning of 2025, banks have lowered their fixed deposit (FD) rates. Fixed-income investors may consider mutual fund (MF) alternatives such as equity savings funds (ESFs) and conservative hybrid funds (CHFs) to earn better returns with moderate risk. 'These funds can be partial alternatives to fixed income instruments in a falling interest rate environment, but not full substitutes. As rates fall, bond prices rise, boosting returns, and the small equity exposure adds a kicker,' says Chintan Haria, principal – investment strategy, ICICI Prudential Asset
Business Standard
10-07-2025
- Business
- Business Standard
MNC Funds: High quality, but hold for a minimum of 5 years to offset risks
This theme can underperform during strong rallies in domestic markets Sarbajeet K Sen Listen to This Article MNC (multinational corporation) funds have struggled over the past year. The category declined by 5.1 per cent, compared with a 2.2 per cent gain in flexi-cap funds, over the past year. Despite this, Nippon India Mutual Fund has launched a new fund offer (NFO) for its MNC Fund, aiming to tap into the long-term growth potential of the category. 'Thematic funds can display some divergence vis-à-vis the broader market in certain market phases. In the past one year, banking and financial services significantly outperformed the broader markets while themes like industrials, FMCG and consumer discretionary, which form a high percentage
&w=3840&q=100)
Business Standard
03-07-2025
- Business
- Business Standard
Momentum funds may deliver high long-term returns for aggressive investors
With improving market conditions and clearer sector trends, experts say momentum-based index funds could suit investors willing to take short-term volatility Sarbajeet K Sen Listen to This Article Rate cuts by the Reserve Bank of India (RBI), stable macroeconomic indicators, and easing geopolitical tensions have improved investor sentiment in equity markets. Riding on this optimism, SBI Mutual Fund has launched the new fund offer (NFO) of the SBI Nifty200 Momentum 30 Index Fund. 'The stage is well set with operating rates near 5.5 per cent, credit growth below 10 per cent, inflation under 4 per cent and GDP growth around 6.5 per cent. Banking system liquidity remains ample. These offer a favourable backdrop for equities, and in particular, for a momentum strategy that offers investors a low-cost, rule-based
&w=3840&q=100)
Business Standard
05-06-2025
- Business
- Business Standard
All market index funds make diversified investing easy and simple
Remember that such funds may correct more than a frontline index during a market correction premium Sarbajeet K Sen Listen to This Article Broad-based market indices are back in focus with the new fund offer (NFO) of Motilal Oswal BSE 1000 Index Fund opening for subscription. Fund houses like Mirae, Bandhan, Groww and Angel have also launched passively managed schemes which track the Nifty Total Market Index. 'These funds provide broad market exposure through a single investment, eliminating the need to choose individual stocks or select between different market segments like large, mid or smallcap. This makes it easy for investors, especially beginners, to gain diversified access to the entire market without the complexity of constantly managing and rebalancing a portfolio,' says Sirshendu
