Monday, May 21, 2018

Equity investor Amit Jeswani of Stallion Asset discusses sector trends that investors need to get on their investing radar.

4 trends equity investors should watch out for

This asset manager has passed on many fantastic companies cause of stretched valuations. But says that India's hot market still has bargains.

Stocks this international fund manager is investing in

Even those with sterling professional credentials and seemingly strong track records must be viewed with skepticism.

Beware of experts bearing forecasts

Jim O'Shaughnessy has decades of investing experience which he imparts in a dispassionate and compartmentalised fashion.

Nuggets of investing insights

Nick Maggiulli says that if we look at luck in the right way, it can change the way one views their life.

How to think about luck

The fund scaled up to become a pure dividend yield fund and currently invests at least 75% of its portfolio in stocks with high dividend yields.

UTI Dividend Yield gets a sharper focus

As scheme names change along with mandates and mergers, investors cannot afford to take a backseat. Here's how they should proceed.

Fund recategorisation: What investors must do

John Rekenthaler, Morningstar Vice President of Research, has a very interesting take on the millionaires next door.

The unfailing magic of Compounding

Alok Singh of BOI AXA Mutual Fund talks about his investment strategy.

Why this fund manager is bullish on NBFCs

With BlackRock selling its 40% stake to DSP, investors are concerned how this will impact the investment process. Here is our take.

Should you be concerned about the change of ownership at DSP BlackRock?

Here are important portfolio construction ideas that will help reduce the number and impact of mistakes.

5 investment lessons to maximise returns

Our analyst explains why he still maintains the Neutral rating. And what investors must keep in mind.

4 things to note about Reliance Growth Fund

The head of equities at IDFC Mutual Fund is candid about his investing style which incorporates the experience of decades.

Anoop Bhaskar on being a relevant money manager

Warren Buffett on investing in Apple, Amazon and Alphabet; what he likes and what he missed.

Buffett on cryptocurrency and Amazon

Our analysts look at funds from different fund houses and assign Bronze and Silver ratings to them.

4 dynamic bond funds

An investor explains why he decided to invest in tyre stocks while another looks at a high-quality company in that space.

A look at tyre stocks

Fund Category Returns

As on 2018-05-20

Adviser Insights

Sharad Singh of talks about how his robo advisory platform is popularising direct plans.

Competition in robo advisory will expand the market

We address areas where Morningstar products can strengthen client relationships.

Join us in Jaipur for a half day event

Stock Monitor

Video Archives

Fund recategorization, what should investors do?
Kaustubh Belapurkar, Director - Manager Research, Morningstar Investment Adviser India, demystifies SEBI's move to recategorize funds. He recommends investors to stay put and act only based on their financial advisers' guidance after evaluating their portfolio.
HDFC Corporate Opportunities Fund is a consistent performer
Nehal Meshram, Senior Research Analyst, Morningstar Investment Adviser India, talks about fund manager Shobhit Mehrotra's strategy which makes HDFC Corporate Opportunities Fund a winner in the category. 
Franklin India Prima Plus has benefitted investors immensely
Himanshu Srivastava, Senior Research Analyst, Morningstar Investment Adviser India, on what gives this fund an edge over peers.
HDFC Mid-Cap Opportunities follows buy and hold approach
Kaustubh Belapurkar, Director - Manager Research, Morningstar Investment Adviser India on what makes Chirag Setalvad's Mid-Cap Opportunities a consistent performer.
FT India Corporate Bond Opportunities Fund has a contrarian streak
Himanshu Srivastava, Senior Research Analyst, Morningstar Investment Adviser India, takes us through Santosh Kamath's strategy which aided the fund put up an impressive long-term performance
Have five-year investing horizon for DSPBR Small Cap Fund
Himanshu Srivastava, Senior Research Analyst, Morningstar Investment Adviser India on what helped DSPBR Small Cap Fund post stellar performance from 2014 to 2016. 
What makes Birla Frontline Equity a great large cap fund
Kaustubh Belapurkar, Director - Manager Research, Morningstar Investment Adviser India, talks about how Aditya Birla Frontline Equity Fund has created a niche for itself in the large cap equity funds category.
BSL Medium Term Fund is managed extremely well
Kaustubh Belapurkar, Director - Manager Research, Morningstar Investment Adviser India, believes that Maneesh Dangi who manages Aditya Birla Sun Life Medium Term Fund is an astute fund manager both on credit and duration side.
Even long-term FIIs are moving out of India now
India focussed offshore funds which have not witnessed net outflows since November 2016, are witnessing net outflows over the last three months, says Himanshu Srivastava, senior analyst, Morningstar Advisers India. Talking to ET Now, Srivastava says FIIs are putting bets on IT, utility and consumer defensives.
Ashish Chauhan on BSE StAR MF's integration with Advisor Workstation
Ashish Chauhan, MD & CEO, Bombay Stock Exchange, chats with Morningstar's Ravi Samalad about how BSE StAR MF's integration will help mutual fund advisors scale up.
Mirae Asset India Opportunities is the best large cap fund
Neelesh Surana, CIO – Equities, Mirae Asset Mutual Fund, chats with Kaustubh Belapurkar, Director – Manager Research, Morningstar India, about his success mantra.
Winner of Best Fund House Award Overall 2018
A. Balasubramanian, CEO, Aditya Birla Capital - Aditya Birla Sun Life Mutual Fund chats with Kaustubh Belapurkar, Director - Manager Research at Morningstar India about his vision for the fund house. Winner of Best Fund House Award (Overall) 2018
LTCG dampens FII sentiment
Himanshu Srivastava, Senior Analyst – Manager Research, Morningstar Investment Adviser India, talks to ET Now about the FII flow trends post re-introduction of long term capital gains tax.
How to choose the right mid-cap fund
Picking a mid-cap fund is tough, given the divergent performance across funds and time periods. Director of fund research Kaustubh Belapurkar points to traits that make for a successful mid-cap manager and what investors should keep in mind.
Active Vs Passive Fund Debate
Kaustubh Belapurkar, Director Fund Research, Morningstar India with CNBCTV18 sharing his thoughts on the Active Vs Passive debate
How Morningstar arrives at the analyst ratings
Director of fund research Kaustubh Belapurkar gives a low-down on the qualitative ratings of Morningstar and how investors can use them when making investment decisions.
A true-blue dynamic bond fund
Senior Analyst Kavitha Krishnan points to a combination of factors as to why Birla Sun Life Dynamic Bond Fund stands out within its category.
Will India outperform other emerging market peers?
Daniel Needham, President & CIO, Morningstar Investment Management LLC shares his outlook on emerging markets on ET Now.
How Trump Could Impact Economic Growth
Slowdowns in trade and immigration could hold back the U.S., and infrastructure spending could boost GDP, but it's too early to make any major changes to our economic forecast, says Morningstar's Bob Johnson.
Sustainability/ESG Landscape in India
Sivananth Ramachandran, Manager, New Product Development for Morningstar Indexes talks about the relevance of sustainability based investing in India, along with the factors that drive it.
A flexi-cap fund worth investing in
Senior analyst Himanshu Srivastava on why Reliance Equity Opportunities Fund makes for a compelling long-term investment option and why it deserves a coveted ‘Silver’.
Our take on the oldest short-term bond fund
Senior analyst Kavitha Krishnan discusses various aspects of Birla Short Term Bond Fund and deep dives into the reasons for the assigned ‘Silver’ Rating.
Review of Morningstar India Sustainability Index
Sivananth Ramachandran, Manager, New Product Development for Morningstar Indexes talks about the methodology, portfolio composition of Morningstar India Sustainability Index, and the different ways it can be utilized by Indian investors.
What Gives an Index an Edge
An index should not only be representative of the style it's trying to capture, it should also be transparent and limit unnecessary turnover, says Morningstar's Alex Bryan.
A unique fund with a contrarian bent
The portfolio of Reliance Vision has qualitative bent with a focus on a few meaningful sectors. Senior analyst Kavitha Krishnan looks at this unique portfolio and discusses the strategy in detail.
SBI Magnum Midcap Fund bags a Bronze
Though fund analyst Kavitha Krishnan is impressed with the investment process and disciplined approach, she would like to see the processes remain stable over a longer period of time.
A debt fund for risk-averse investors
The short-term space on the fixed income side is overcrowded. Senior analyst Himanshu Srivastava highlights the traits that differentiate HDFC High Interest – Short-Term Plan from the crowd.
Baidu Troubles Highlight Challenge of Investing in China
The Chinese search giant's run-in with regulators doesn't have a major impact on our view of the firm's valuation, but the incident emphasizes regulatory and stewardship risks.
For Women, Risk Is Something to Embrace
Earning less, a shorter career, and living longer should steer women toward riskier assets, Morningstar's Laura Lutton says.
What We Learned at Berkshire
Morningstar's Gregg Warren shares the insight he gained on Berkshire's capital spending and share buyback philosophy.
Why Moats Matter
An economic moat provides a gauge of a company's competitive advantages and overall strength, and it is a highly valuable tool for investors of all levels.
Reducing the Pain of Contrarian Investing
It isn’t easy being different, but having a disciplined valuation framework can help keep your emotions in check, says GMO’s James Montier.
Should Investors Care About Sustainability?
Investors who want to have an impact may wish to allocate their capital to companies and funds that are better sustainability performers, says Morningstar's Jon Hale.
How Can You Tell if a Fund Seeks Sustainable Investments?
Morningstar's Jon Hale walks through the nuts and bolts of calculating the new sustainability rating for funds.
Financial Literacy: Just-in-Time Is the Ticket
Financial-education efforts have had depressingly little impact on individuals' decision-making when occurring too far away from the financial behavior it's meant to influence, says University of Colorado's John Lynch.
Time to Rethink Saving and Spending in Retirement
Retirees today are breaking out of the traditional saving and spending models of the past, continuing to save in their retirement years, says Vanguard's Steve Utkus.
Why China Matters to the World Economy, and Why It Doesn't
A slowing China will have a profound impact, but it isn't the be-all and end-all to the health of the global economy, says Morningstar's Bob Johnson.
How Bad Timing Can Bite in Retirement
Starting withdrawals as a bear market hits can seriously impair the sustainability of a retirement portfolio over time.
How to Fine Tune Your Investment Mix in Retirement
In addition to moving from stocks to bonds, investors may also pivot away from more volatile intra-asset-class tilts as they move into retirement, says Morningstar's Christine Benz.
Four Pressing Topics From The Berkshire Meeting
Morningstar analyst Gregg Warren gives his take on Berkshire's culture, crisis management, and more from the annual meeting.
Buffett: Interest Rates Key to Understanding Stock Valuation
In our mid-meeting update, Morningstar's Matt Coffina discusses Buffett's view of stock valuations, cost cutting, and more.
Russia's Troubles Unlikely To Lead to Worldwide Contagion
The country's economy and currency are in precipitous decline, but the U.S. economy should provide an engine for global growth, says Morningstar's Bob Johnson.
How Much Can I Afford to Save, and How Far Will It Get Me?
Parents shouldn't compromise their own retirement plans to save for their children's college expenses, but they should establish guidelines with their children for how much they're prepared to spend.
How Much Luck in Investing Success?
Michael Mauboussin explains why humans tend to overweight the role of skill and underestimate the role of luck in investing success--and how we can correct for our perceptions.
A Risk-Conscious Approach in Frontier Markets
Because frontier markets are seen as risky, risk tends to get priced more dearly, and valuations look more appropriate for the type of risk you are taking, says Wasatch Frontier Emerging Markets Small Countries Fund manager Laura Geritz.
When Stocks Are Safer
Data show that the longer investors held stocks (and stomached short-term volatility), the safer they became for meeting portfolio objectives, says Morningstar's David Blanchett.
Perks and Problems With the New myRA
These accounts have benefits for savers who are just getting going, but most will need a bigger toolkit for retirement, says Morningstar's Christine Benz.
Rethinking Risk Tolerance
Beyond their ability to stomach short-term volatility, investors should define their risk tolerance in terms of their actual risk capacity and the probability of hitting their retirement goals, says Morningstar's Christine Benz.
Getting Your Arms Around Risk
Fund investors should think beyond volatility measures alone when sizing up the risk in their portfolios, says Morningstar's Shannon Zimmerman.
Three Main Variables in the Retirement Cost Equation
New research from Morningstar Investment Management examines the key factors that drive income replacement rates, trends in retirement spending, and the duration of retirement.
Greenblatt: Patience - the Secret to Value Investing
Value investing works like clockwork, but your clock has to be really slow, says the Columbia professor and CIO of Gotham Asset Management.
In Conversation with Sankaran Naren and Amandeep Chopra
ICICI Prudential AMC and UTI AMC have been winners at the Morningstar Fund Awards. Here the CIOs chat with Morningstar India's director of fund research.
Making money from mutual fund
Dhaval Kapadia, Portfolio Specialist Director at Morningstar Investment India discussing about Mutual funds and making money out of it at NDTV India Paisa Vasul.
FPIs make a comeback in January 2018
Himanshu Srivastava, Senior Analyst – Manager Research, Morningstar Investment Adviser India, talks to ET Now about why foreign investors are finding India attractive.
Momentum to continue in 2018 alike 2017
Kaustubh Belapurkar, Director, Manager Research, Morningstar Investment Advisors shares with ET Now momentum and flows in 2018. Discussing about the stock trends and says trend will continue in 2018.
Hottest sectors in 2017 and Expectations from 2018
Kaustubh Belapurkar, Director, Manager Research, Morningstar Investment Advisors shares with ET Now flows in 2017 and expectations from 2018.
Long term FII flows to be driven by fundamental growth
Himanshu Srivastava, Senior Analyst – Manager Research, Morningstar Investment Adviser India talks to ET Now about what will drive markets post the Gujarat elections.
What funds bought and sold in January?
Kaustubh Belapurkar, Director, Manager Research, Morningstar Investment Advisors chats with ET Now on the top picks of fund managers in January.
FII's influence reducing on our markets
Himanshu Srivastava, Senior Research Analyst – Manager Research, Morningstar Investment Adviser India, attributed it to some of the positive developments in recent times. Money continued to flow into India-Focussed Offshore Funds, which are considered as long-term in nature than India-Focussed Offshore ETF, which are short term in nature. Even during the months when the overall FII flow was negative, its subset of India-Focussed Offshore Funds continued to receive net inflows.
Returns of the past decade globally are unlikely to be repeated
Kunal Kapoor, CEO, Morningstar in conversation with ET Now.
Why Morningstar Investment Conference stands out from the rest
Aditya Agarwal, MD, Morningstar India takes us through the key highlights of Morningstar Investment Conference 2017.
Morningstar Investment Conference 2017 show at a glance
Morningstar Investment Conference 2017 overview. Power packed 2-day event brings the best in the financial services industry under one roof.
Large caps finding favor with fund managers
Kaustubh Belapurkar, Director – Manager Research, Morningstar Investment Adviser India, chats with ET Now about where fund managers are finding value in the current market scenario.
The Mutual Fund Show With Kaustubh Belapurkar
Kaustubh Belapurkar, Director, Fund Research, Morningstar Investment Adviser India, discussing the ELSS schemes on The Mutual Fund Show, Bloomberg Quint.
Buying behaviour of the funds during the month of March
In an interview with ET Now, Kaustubh Belapurkar, Director Fund Research, Morningstar delves into the buying behaviour of the funds during the month of March. There has been a lot of redemption in a fair number of funds and that is typically due to a couple of factors, one being LTCG.
Morningstar's Himanshu Srivastava on why DII and FII flows are dwindling
Talking to ET Now, Himanshu Srivastava, Morningstar Advisers, says the FIIs will be more cautious and we can expect around $1.8- 1.9 billion net inflows in the coming months.

Index Returns new


Previous |  Next
* Closing rates.
- 0.0147 0.0109 0.0125 1.6270 0.0147
68.0313 - 0.7421 0.8496 110.6900 0.9987
91.6690 1.3475 - 1.1448 149.1498 1.3457
80.0726 1.1770 0.8735 - 130.2818 1.1755
0.6146 0.0090 0.0067 0.0077 - 0.0090
68.1198 1.0013 0.7431 0.8507 110.8341 -

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