Women fund managers deliver solid returns
Women are underrepresented in the fund manager ranks globally and it has been no different in India. A Morningstar study finds that the assets managed by women fund managers outperformed the benchmark over 1,3 and 5-year periods.
Winners of Morningstar India Fund Awards, 2018
The annual Morningstar India Awards recognise funds and fund houses that added the most value for investors within the context of their relevant peer group not only over the past year but over longer time periods. Six fund houses in all received awards.
4 excellent equity-oriented funds from HDFC Mutual Fund
Our analyst revisited these 4 funds over the past two months and decided to assign Gold and Silver ratings to them. Take a look at HDFC Prudence, HDFC Equity, HDFC Top 200 and HDFC Growth.
21 must-have tools for IFAs to boost productivity
Anoop Nasa of Myfinkart believes that advisers in this digital age are overloaded with information. To organize and boost productivity, here are 21 must-use tools for advisers divided into 5 categories.
Morningstar Fund Awards 2018: Best small/mid-cap fund
The winner was SBI Small and Midcap Fund. R Srinivasan, Head – Equity, SBI Mutual Fund, tells Morningstar that capping the fund size at a reasonable level enabled them to go further down the curve where some good research arbitrage opportunities existed.
10 traits to look for when hunting for multibaggers
Most of us are aware of the conventional stock picking metrics; visionary promoters, good management, scalable business and rich ratios. Soumya Malani, CEO of ShareBazaar App, narrows down on specific patterns that investors should keep an eye on.
7 nuggets of wisdom from Howard Marks
Billionaire Howard Marks is a world renown investor and also a brilliant writer. Here are some of his insights on how to be a good investor and scout for the right investment opportunities. Don’t miss these learnings.
Why closed-end funds are not such a sweet deal
It appears that fund managers don’t pass up the chance to wax eloquent about the virtues of closed-end funds. So we decided to look into the veracity of those claims. And while we were at it, we took a look at the actual performance of such funds against their open-end cousins.
How Chirag Shah built Rs 125 crore worth mutual fund assets
This Baroda-based mechanical engineer has seen an interesting career path. He keeps in touch with his clients and converses in the language they are comfortable with. This has helped him gain client trust.
Pankaj Murarka on sectors he is betting on
He believes that some of the leading companies in the CRAMS space will emerge from India. That these are still very early days in India in terms of adoption of technology and the country is at the start of the evolution of internet business.
