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LIC cuts stake in 16 PSU stocks as portfolio soars to Rs 14 lakh crore

LIC cuts stakes in 16 PSUs, profit booking seen. Portfolio value surges to Rs 14 lakh crore in 2024, up by Rs 1.6 lakh crore. Market cap of PSU stocks rises to Rs 67 lakh crore.

Canara , Karnataka , India , Baroda , Gujarat , Anish-tawakley , Gautam-adani , Infosys , Adani-enterprises , Power-grid-corporation , Container-corporation , Quantitative-research

All eyes are on mutual fund stress test No. 2; here's what to expect

The mutual fund stress-test results are being watched closely as small-cap funds saw outflows for the first time in 30 months in March, after the capital markets regulator highlighted its concerns over “froth” in the smaller-cap segments.

India , Japan , Nippon , Sirshendu-basu , Nirav-karkera , Anish-tawakley , Chirag-mehta , Trideep-bhattacharya , Small-cap-fund , Edelweiss-small-cap-fund , Bandhan-mutual-fund , Exchange-board-of-india

PSU stocks: Trimming PSU stock positions gradually: Anish Tawakley, ICICI Prudential Mutual Fund

ICICI Prudential AMC's Deputy CIO - Equity, Anish Tawakley, advises caution on PSU stocks due to valuation concerns. The team focuses on domestic cyclical sectors and has thrived by spotting the recovery in the real estate cycle and early homebuilding activity. They monitor capacity utilization, earnings expectations, and manufacturing performance.

Kozhikode , Kerala , India , Anish-tawakley , Offering-college , Indian-school-of-business , Prudential-business-cycle-fund , Business-cycle-fund , Leadership-excellence , Product-officer , Might-also-like ,

Anish Tawakley: 'Largecaps offer a reasonable margin of safety'

'Investors should focus on largecap funds, flexicap funds, business cycle funds, or hybrid-category funds.'

India , Dominic-xavier-rediff , Anish-tawakley , Prudential-mutual-fund , Federal-reserve , Business-standard , Interim-budget , Mutual-fund ,

Cash levels in smallcap mutual fund schemes swell as valuations turn lofty

The cash pile within smallcap mutual fund (MF) schemes has grown over the past few months amid a relentless rally in stocks in this space.

While fund managers usually don't make cash calls, incessant inflows and valuation discomfort have forced their hand.

At the end of January, the top 10 schemes had over Rs 12,160 crore in cash, compared to Rs 8,700 crore in August 2023.

India , Arbind-maheswari , Anish-tawakley , Dominic-xavier-rediff , Shridatta-bhandwaldar , Canara-robeco , Neelesh-surana , National-stock-exchange-nifty-smallcap , Nifty-smallcap , Nifty-midcap , Mirae-asset-investment-managers , Business-news

16 small-cap stocks from this sector rallied over 200% in just 1 year; will the momentum sustain?

Share price of the little-known IT services companies rallied to Rs 121.44 on February 22, 2024 against Rs 3.23 a year ago. For the nine-month ended December 2023, Archana Software reported a loss of Rs 0.10 crore against Rs 0.09 crore in the same period a year ago.



United-states , America , Anish-tawakley , Nimesh-chandan , Alphalogic-techsys , Archana-software , Olatech-solutions , Aurionpro-solutions , Rs-software , Newgen-software-technologies , Ace-software , Ace-software-exports

Up to 1,000% growth in net profit! Here's how India's top PSUs fared in December quarter

As many as 10 PSUs reported over 100% growth in net profit in Q3FY24 and 18 companies reported a profit growth of somewhere between 50% and 100%.

Cochin , Kerala , India , Chennai , Tamil-nadu , Mazagon , Maharashtra , Hindustan , India-general- , Bharat , Nimesh-chandan , Anish-tawakley