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Category: Equity Mutual Fund

Mutual Fund Investments in Jan-2024

Posted on February 21, 2024 by Sarajit Datta

Sector Wise Net Equity Investment Flows in Jan-2024

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25% 3-Month Return & Returns to Continue

Posted on January 18, 2023 by Sarajit Datta

Benefit from China’s Economic Re-Opening and Rebound Bull market is always there somewhere in the world! Chinese equity market have delivered double digit return in recent 3 months period. And this above average returns are possible going forward too. There are Mutual Funds in India focused on investing in Chinese stock market. As on 31…

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Value Vs Growth – Tactical Investment

Posted on January 9, 2023 by Sarajit Datta

Value Investing is Working and Value Investing will Continue to Work In general investment portfolio is designed for long haul. At times, a portion, 10 to 20%, of the portfolio can be tactically invested as and when opportunities come along. Value investing have been outperforming Growth Investing since Covid, 2020, as highlighted by the chart…

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Out-Performance & Over-Valuation to Continue

Posted on January 6, 2023 by Sarajit Datta

Indian Equity Market – Structural Change to Support and Growth Emergence of Giant Funds and AUM ( size ) growth on Auto-Pilot is one of SIGNIFICANT STRUCTURAL CHANGE, which will continue to support the Out-Performance and the Over-Valuation of Indian Equity Market. Now it’s a call you need to make whether OR not you want…

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20% Vs 4.5% Return From Index in 2022

Posted on January 4, 2023 by Sarajit Datta

Actively Managed Mutual Funds – To Beat Equity Index Return Indian Equity Market benchmark “Nifty 50 Index” generated 4.5% in calender year 2022, Jan-22 to Dec-22. Some diversified mutual funds have generated 20% return in the same period. Surprising, isn’t! For this one needs to understand and accept the fact that “More than the sectors,…

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Automobile, Transportation & Logistics

Posted on December 31, 2022 by Sarajit Datta

Infrastructure and Consumption Growth Positive Factors for Growth Investment – Fortunately, multiple Mutual Fund schemes are available for “Automobiles and Transportation” sector to choose from as listed below – CONTACT FOR INVESTING IN TRANSPORTATION AND LOGISTICS FUNDS Automobile Segments View DISCLAIMER – Equity/Stock/Share investment are subject to market risks. The article/post is NOT an investment…

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Recent Posts

  • Mutual Fund Investments in Jan-2024
  • Government Revenue & Expenses 2024-25
  • E-Commerce Growth in India
  • Mutual Fund Assets Growth
  • Mutual Fund Trends 2023 Vs 2022
  • Equity Market Weekly Wrap – 12th Jan 2024
  • 2024 Global Investment and Economic Themes
  • 7.3% real GDP growth NSO estimates FY2024
  • Equity Market Weekly Wrap – 5th Jan 2024
  • Equity Market Weekly Wrap – 29th Dec 2023

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