SEBI data reveals that equity mutual funds concentrate a significant portion of their assets, approximately 64%, into just five key sectors. Leading the pack is the financial services sector, commanding a substantial 31.20% allocation. The second-largest allocation is in consumer discretionary at 10.60%, followed closely by information technology, healthcare, and industrials at 9.80%, 6.10%, and 6.00%, respectively. This allocation aligns with index compositions and reflects the major sectors in the investment landscape. However, experts emphasize that portfolio construction involves more than just sectoral weights; it entails evaluating fundamentals and selecting the right stocks within these sectors.
Exploring the world of investments, we uncover the outstanding achievements of the top 20 active funds. Over the course of five years ending in June 2023, some of these funds have truly shone, surpassing their benchmarks by a significant margin. Here's a glimpse of their remarkable journey.
In FY 2022-23, SBI secured the top spot among the top 20 distributors with net inflows of Rs 10,411 crore, followed closely by NJ IndiaInvest at Rs 8,959 crore. While some distributors exhibited strong net-to-gross ratios, others faced net outflows. Dive into the data to understand the dynamics of these financial giants and their impact on the industry.
"Discover the extraordinary journey of Azim Premji, the iconic figure who transformed Wipro into a global IT giant. Explore the Azim Premji portfolio, uncover his investment principles, and witness the profound impact of his philanthropic endeavors on education and society."
In the dynamic world of finance and investment, few individuals stand out as beacons of success and inspiration. Mukul Agrawal, a seasoned investor with an uncanny ability to spot opportunities and amass wealth, is undeniably one such luminary. With a portfolio that has garnered accolades and investor attention, Mukul Agrawal has firmly established himself as a force to be reckoned with in the financial realm.
In this exploration, we delve into the enigmatic world of Mukul Agrawal's portfolio, unraveling the secrets behind his remarkable success in the stock market. From his diverse holdings to his investment strategies, we uncover the key elements that have propelled him to the pinnacle of financial achievement.
Join us on this journey as we dissect Mukul Agrawal's investment philosophy, offering valuable insights and lessons for both seasoned investors and newcomers to the exciting world of finance. Discover the power of diversification, the importance of in-depth research, and the significance of a long-term vision as we navigate the landscape of financial triumph with Mukul Agrawal.
Delve into the remarkable investment journey of Ramesh Damani, a prominent figure in India's financial landscape. Learn about his latest stock picks, sector-wise portfolio allocations, and gain valuable insights into his successful investment strategy.
Who are India’s Top 30 individual Mutual fund distributors and what is their AUM? In March 2023, […]
Consider a diversified investment portfolio that includes a mix of stocks, bonds, and other assets. This can help reduce the overall risk of your investments and provide more stability for your retirement savings.
Grandfathering in mutual funds LTCG tax can be a valuable tool for protecting your investments. Discover how grandfathering works, and learn how it can affect your mutual fund LTCG tax obligations. Explore the benefits and limitations of grandfathering, and find out how to maximize your savings.
As a young person in your 20s, it's important to start thinking about long-term wealth building through investing in mutual funds and stocks. Our "Investing 101" guide offers the best tips for beginners, including the importance of starting early and investing consistently, taking advantage of employer matching programs, and diversifying your portfolio. Learn how to invest wisely and secure your financial future.