Posted at 6:28 PM , on January 13, 2016
Will they continue to dominate equity markets in 2016?
The big story of the Indian equity markets in 2015 was the emergence of mutual funds as a serious player. Post 2009, equity mutual funds had seen fund outflows for each quarter, for five years till the first half of 2014. Post mid-2014, retail money has come back in droves into mutual funds. In the calendar year 2015, nearly $15 billion was invested by retail investors into equity mutual funds. So how did it impact Indian markets? Continue reading
Posted at 3:01 PM , on December 30, 2015
This is a question that many mutual fund investors have in their mind. How do fund managers decide what stocks to buy and sell and how do they execute them? What are the approaches that they follow to allocate to stocks, themes and sectors? Broadly, there are 4 key decisions that fund managers need to take when they allocate money to equities. These 4 decisions form the cornerstone of how they allocate your money across stocks. The final portfolio that you get to see in the MF disclosures has a series of decision steps that lead to the final portfolio. Here are 4 of them… Continue reading