AMC
How to invest this Diwali: ICICI Prudential AMC’s Chockalingam Narayanan shares his Samvat 2083 playbook
As investors prepare for Samvat 2083, the focus is shifting towards companies with strong earnings and cash flows. ICICI Prudential AMC suggests that the market is valuing current earnings more than distant growth predictions. The recovery in IT stocks may signal changing technology spending trends, but caution is advised. Opportunities in India's manufacturing and investment landscape could arise from supply-chain diversification and new trade agreements.
Samir Arora backed Helios Mid Cap Fund adds Aurobindo Pharma, 2 others, increase stake in Paytm, MCX and 16 others
Samir Arora-backed Helios Mid Cap Fund added Aurobindo Pharma, Zetwerk and PVR Inox in October, while increasing stakes in Paytm, MCX and 16 other stocks. The fund exited Park Medi World, expanded its portfolio to 77 stocks and reported assets under management of Rs 2,421 crore.
Gold price prediction: Gold rate falls amidst big movement in oil price, inflation, check experts' opinions
Gold rate on Friday took a hit after pivotal factors like oil prices and inflation have impact on the bullion.
Groww shares decline 7% after Rs 3,708 crore block deal involving 2.8% equity
Shares of Groww parent Billionbrains Garage Ventures fell on Friday after a block deal involving 17.42 crore shares, or 2.8% of the company's equity, worth around Rs 3,708 crore was executed at an average price of Rs 215 apiece. The buyers and sellers were not immediately identified. The decline followed a sharp rally in the previous session, when the stock touched Rs 225.75, and may indicate profit-booking.
Largecaps could finally have their day in Samvat 2083, says TCG AMC’s Shahzad Madon
Largecaps, which have lagged mid- and smallcaps for much of 2026, could finally regain market leadership in Samvat 2083 as investors turn to businesses with stronger balance sheets, credible management and sustainable earnings growth, according to TCG AMC’s Shahzad Madon.
Equity mutual fund inflows may drop 18% in October as midcap and hybrid funds lose momentum: Nomura
Net equity inflows into Indian mutual funds are estimated to have declined 18% month-on-month to Rs 34,600 crore in October, according to Nomura. While mid-cap and hybrid fund investments slowed, small-cap funds are expected to remain resilient. Large-cap and mid-cap funds are likely to drive inflows. Average monthly equity flows in FY27 so far are estimated at Rs 36,300 crore, below FY26 levels.
ETMarkets Smart Talk| FDs, G-Secs or debt funds? UTI AMC's Anurag Mittal explains what works in a rising-rate cycle
In this edition of ETMarkets Smart Talk, Anurag Mittal, President & Head–Fixed Income at UTI AMC, shares his views on the changing dynamics in India’s bond market, the outlook for interest rates and bond yields, and how investors can position their fixed-income portfolios in a rising-rate cycle.
Premji Invest goes big on strategic output & tech
Premji Invest and Singularity AMC are likely to lead a $30-40 million round in Sanlayan at a valuation of about $200 million, according to the people. Separately, Premji Invest is in advanced talks to lead Hical’s first institutional funding round of $30-40 million, alongside TVS Capital.
Quant Mutual Fund reduces exposure to frontline IT stocks as part of profit-booking exercise
Quant Mutual Fund has strategically reduced its exposure to IT stocks and boosted its investments in FMCG sectors. This shift is due to disappointing earnings from key tech companies, leading to a cautious approach towards manufacturing amid ongoing supply chain issues. Nevertheless, the fund expresses confidence in India's investment potential amidst global market instabilities and has also introduced three new index funds for passive investors.
Angel One, CDSL, BSE, other capital market stocks jump up to 8%. 3 reasons behind the rally
Capital market stocks rallied up to 8% as hopes of LTCG tax relief, renewed FII buying and a broader market recovery lifted investor sentiment. The Nifty Capital Markets index climbed over 3% to a seven-week high.
Beyond tech: Kotak MF’s Shibani Kurian on India’s next innovation-led winners
Innovation-led investment opportunities in India are extending well beyond technology, with healthcare, auto components and industrials emerging as key areas of interest, according to Shibani Kurian, Head of Equity Research and Senior Fund Manager at Kotak Mahindra AMC. “Innovation can be seen across sectors and not necessarily limited to technology,” she said.
Indian stocks may recover on steady growth and earnings, Axis AMC says
Indian stocks are expected to recover in the financial year due to strong earnings and economic growth. The Nifty 50 index has decreased significantly after years of gains, partly due to global issues. The fund manager emphasizes that foreign fund outflows do not indicate a decline in India's growth prospects. Certain sectors like AI, energy, and domestic manufacturing are highlighted for potential investment.
ET Wealth Expo: How should investors deploy Rs 10 lakh over next 10 years? Prateek Agrawal of Motilal Oswal AMC explains
Investors building a Rs 10 lakh mutual fund portfolio with a 5-10 year horizon should focus on growth-oriented strategies and consider diversifying across two fund managers, says Prateek Agrawal of Motilal Oswal AMC. He highlights flexi-cap funds, emerging sectors and AI-linked businesses as opportunities, while advocating focused investing and a mix of growth and value strategies.
HDFC Large Cap Fund turns Rs 10,000 monthly SIP to over Rs 8 crore in 30 years
HDFC Large Cap Fund has turned a monthly SIP of Rs 10,000 into Rs 8.46 crore over 30 years, while a lump-sum investment of Rs 1 lakh grew to Rs 1.30 crore. Launched in 1996, the fund has delivered a 17.62% CAGR, according to HDFC Mutual Fund.
ECI once again defers SIR in Tripura ahead of urban civic body polls
The Election Commission of India has revised the schedule for the Special Intensive Revision of electoral rolls. This revision will now begin on December 15, 2026, and continue through January 25, 2027. Booth Level Officers will conduct house-to-house visits during this period to update the rolls. The draft electoral rolls are set to be published on February 1, 2027, for public claims.
Aditya Birla Capital Q2 profit rises 38% to Rs 1,288-cr
Aditya Birla Capital reported an impressive 38% profit increase for the September quarter of FY27, with profit after tax soaring to Rs 1,288 crore, up from Rs 933.52 crore year-over-year. Operational revenues also climbed significantly, reaching Rs 14,003 crore. Lending assets under management witnessed a robust 32% growth to Rs 2.34 lakh crore, while shares gained 1.75% on the Bombay Stock Exchange.
ET Wealth Expo 2026: From building wealth to financial freedom, two days of insights for today’s investors
Mark your calendars for the ET Wealth Expo 2026, happening on October 30 and 31 at Mumbai's NESCO Convention Centre. This event promises to bring together top professionals for insightful discussions on investment strategies and wealth management. Attendees can expect sessions covering crucial topics such as intergenerational wealth transfer and global investment opportunities, alongside keynote speeches aimed at addressing future challenges in wealth management.
SEBI to make direct mutual fund plans default from November 1; reviews IPO and SME listing rules: Reports
SEBI will make direct mutual fund plans the default option on AMC digital platforms starting November 1, while investors choosing regular plans must be informed about their higher costs. The regulator is also reviewing IPO frameworks, simplifying market regulations and expanding the use of AI to strengthen supervision and investor protection.
ETMarkets Smart Talk: Bond yields may rise further over the next few months; avoid aggressive duration and credit bets: Suyash Choudhary
In this episode of ETMarkets Smart Talk, Suyash Choudhary, CIO–Fixed Income at Bandhan AMC, explains why Indian bond yields could rise further over the next few months and why investors should avoid aggressive bets on duration and credit risk.
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