Page 2 - Flexi Cap News Today

"While the debate is around whether we are at the late stages of a valuation cycle and investor optimism, it is equally important to know that we are at an early stage of an economic cycle. So, while valuations can possibly correct, the earnings trajectory is expected to march on for the next few years and will provide a downside buffer to markets."

The jump in AUM from Rs 40 lakh crore to Rs 50 lakh crore took just one year with assets growing around six times in the last 10 years; December saw SIP flows touching a new high of Rs 17,610 crore

As on : Jun 01, 2024

One of India’s youngest mutual fund houses, Samco believes in active fund management. Its strategy is to embrace risk. But Mehta, the firm’s chief investment officer, says the fund house has enough built-in mechanisms to predict — and avoid — volatility.

Mutual funds: Flexicap funds are allowed to invest across market cap as per the market situations whereas the Balance advantage fund is a kind of balance fund that increases equity allocation on market correction

"India is currently in a favourable position compared to both developed and emerging nations. However, there is a possibility of FPIs selling their investments in India if there is a global risk-off situation. Despite Indias strong macroeconomic fundamentals, external factors like concerns in the US banking sector, elevated crude oil prices, high inflation, and a sustained “higher for longer” policy rate can have an impact."

Data from AMFI shows equity funds registered net inflows of Rs 20,245.26 crore in August, much higher than previous month’s Rs 7,625.96 crore

Samir Arora, Founder & Fund Manager of Helios Capital, discusses the unique approach of the mutual fund he is launching. Unlike other funds that make trade-offs between factors, his fund does not compromise because there are plenty of stocks that perform well. The fund aims to have low cost of error and differentiates itself from other funds in terms of philosophy.

Our panel of experts will answer questions related to any aspect of personal finance. If you have a query, mail it to us right away.

Since its launch in 2023, WhiteOaks equity scheme investing across, small-, mid- and large- cap stocks has grown its AUM from an original collection of Rs 550 crores during its new fund offer to Rs 1,642 crores in July 2023.