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How can an equity fund be conservative? S. Naren explains how, in ICICI Prudential Dynamic Plan - with a strong valuations based approach, with the use of derivatives and with an active cash strategy, he is managing to do just that - and yet outperform benchmarks comfortably ! New! |
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March is always an exciting month for investors in debt funds - there is always a possibility of locking into a good return if there are any spikes in yields. Anil Bamboli of HDFC AMC provides valuable insights and views on a number of questions that advisors have in their minds right now : 1 year FMPs or duration funds? Short term or ultra short term?
March 4, 2010
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Lakshmi Iyer of Kotak Mutual Fund provides valuable insights and views on key questions that advisors have in their minds right now : (1) 1 year FMPs or duration funds - for investors with 1 year + funds? (2) What will happen post July 1st, when the new mark-to-market norms kick in? New! |
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What's the difference between Capex Opportunities and the infrastructure theme? Which is a better bet and why? What can go wrong in the infrastructure theme that everybody is gung-ho about? Srividhya Rajesh of Sundaram BNP Paribas provides us her insights and perspectives New!
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Karan Datta - National Sales Head of Axis Mutual Fund - strongly believes that new product categories in the hybrids space and the fixed income space will help the MF industry achieve a meaningful penetration into the vast pools of retail savings that go into stable and predictable, though low yielding deposits. Axis Mutual Fund has lined up a couple of exciting new product ideas that aim to do just this?.. New! |
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Dhawal Dalal of DSP Blackrock believes this is the time to go for shorter duration rather than longer duration funds, and spells out the products that advisors can consider from the DSP Blackrock stable in the current environment. New!
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AIG India Equity Fund has attracted advisors? attention on the back of its strong performance and its strikingly different portfolio. But the differentiated portfolio is also being labeled in some quarters as a ?high-risk, high-return? equity fund ? a branding that Huzaifa Husain strongly disagrees with ? and for good reason?? |
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Jayesh Shroff, fund manager of SBI Magnum Taxgain, is of the view that near term could provide great buying opportunity as there is a deluge of equity issuances at a time when demand seems muted. He is positioning the SBI Magnum Taxgain fund to capitalize on any expected near term volatility
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Reliance RSF Debt - a fund meant for individual investors - has delivered handsome returns in recent months. Prashant Pimple discusses his market outlook and the strategies that are helping him deliver great returns for his investors. |
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S. Naren, CIO-Equity of ICICI Prudential AMC has a simple message : start a 12-15 month SIP/STP in the ICICI Prudential Infrastructure Fund and reap the benefits from 2011 and beyond.
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Ashish Nigam of Religare AMC discusses why he is bullish about gold despite the recent correction and how he believes gold ETFs should be positioned in Indian investors' portfolios. Religare has recently launched their Gold ETF. |
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Birla Sun Life Mutual Fund has launched BSL Capital Protection Oriented Fund Series 1(27 Months), which offers those investing in traditional investment options like fixed deposits, an attractive alternative. For advisors, its a great opportunity to compete against bank FDs - which continue to grab the lion's share of your clients investments.
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Adam Mathews, JP Morgan's Managing Director based out of Hong Kong discusses why he is bullish on China and why this sell off represents a great buying opportunity. The JP Morgan JF Greater China Offshore Equity Fund is a great way for Indian investors to participate in this exciting growth story |
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Mid caps have fallen very sharply in this correction - time to invest now? Satish Ramanathan, fund manager of Sundaram BNP Paribas Select Midcap shares his views.
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Chandresh Nigam has a unique opportunity to cast a totally fresh equity portfolio for a new AMC - with no baggage at all : a rare opportunity indeed for a fund manager. We spoke with Chandresh about the key themes that are guiding him as he goes about casting the much awaited maiden portfolio of Axis Equity Fund. |
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Fidelity launches a
first-of-its-kind global
feeder fund that plays
two big themes - rising
global inflation and growth
of emerging markets
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Himanshu Vyapak discusses
the innovative new Smart
STeP facility launched by
Reliance Capital Asset
Management - an STP facility
that varies the amount
invested in each instalment
based on market movements. |
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Kotak launches its Nifty ETF - a low cost avenue to buy a well diversified portfolio
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Lakshmi Iyer of Kotak Mutual Fund believes that the Kotak Bond Short Term fund is an ideal product in the present market and is constructing the portfolio to deliver 100 bps over ultra short term, without taking on too much risk. |
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The top 10 names in this fund's portfolio are indeed strikingly different from most other diversified equity funds. Huzaifa Hussain explains how AIG brings about process discipline in a "go anywhere" bottom-up stock picking appraoch - the EPIC way.
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J Venkatesh talks about some of the exciting opportunities that this new fund will aim at capturing for its investors and also addresses a key issue - what will trigger a re-rating of PSUs and enable them to narrow the valuation gap? |
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Should the DSP Blackrock World Mining Fund be positioned as a tactical or core holding in a client’s portfolio? Pankaj Sharma, Executive Vice President, DSP Blackrock, presents a strong case for this fund to be positioned as a core holding in a client’s portfolio |
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“The world’s best performing equity fund” is overweight liquor and hospitality and bullish on an airlines turnaround.
We spoke with Ajay Garg to understand what makes the Birla Sun Life Tax Relief ’96 a star performer : its been ranked the No. 1 in the world in performance on a 13 year basis by Lipper. |
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Add the golden edge to your clients’ portfolios with an allocation to this ETF
Most advisors are convinced about adding gold as an asset class in their clients’ portfolios. Lakshmi Iyer takes us through her outlook on gold.
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“India’s best long term debt fund” – that’s what Fortis says about Fortis Flexi Debt Fund – and for good reason.
The awards and accolades this fund has collected and the confidence it inspires among several leading advisors is truly commendable. Alok Singh takes us through what makes this fund so successful.
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“Lambe race ka ghoda” – BSL Frontline Equity Fund is a true
long distance champion
Mahesh Patil describes his fund management philosophy and how he ensures that the fund maintains a consistently good performance – through different market cycles
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Morgan Stanley certainly seems to have an Ace up their
sleeve with this fund
Jayesh Gandhi takes us through how he navigated choppy markets to emerge with a strong performance in the Morgan Stanley ACE Fund
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A sparkling performance and a basket full of awards
makes this fund an advisors’ favourite
Apurva Shah’s open minded, flexible approach has enabled this fund to come out on top in good as well as choppy markets. Apurva takes us through his perspectives on the market and how he has currently positioned his fund.
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Smart investors who’ve stayed invested in this fund certainly have a
lot to smile about
Smart performance over 1,2 and 3 year horizons have put a lot of smiles on investors faces. S.Krishnakumar talks about his fund management style,
current thinking on markets and sectors and how he has positioned the fund
to maintain its winning streak
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