Smita Joshi’s Post

Good to see that we emerge “fit and proper” in our mid and small cap equity funds based on results of “stress test”….. https://lnkd.in/duXxzTqu

10 Largest Mutual Funds by AUM Many investors focus on total returns when comparing one fund against another. While it's good to know how much your money can grow, the size of the fund can also impact your total returns. Each fund incurs operating costs that factor into the expense ratio. This ratio reflects the annual cost of investing in the fund. For instance, if a mutual fund has a 1% expense ratio, you will have to pay $10 for every $1,000 you put into the fund. Source- https://lnkd.in/gzWViEUt

Mutual fund returns:Can Sebi mandate help you identify the right fund? Recent surges in investments in certain fund categories and schemes have raised concerns. Investors flock to funds with stellar recent returns, sometimes overlooking the associated high risks. Sebi aims to ensure investors consider not just performance, but also the risks involved.  https://lnkd.in/gqbBMJ44

#MutualFunds | Prior to deciding to invest in a #mutualfund scheme, investors tend to view the historical returns and evaluate them on that basis. Here, we list out the top performing focused mutual funds which have managed to beat the benchmark index in the past 5 years. A benchmark index is a yardstick against which the performance of a mutual fund can be measured.

The private equity sector is experiencing major shifts, driven by new regulatory requirements and technological progress. Fund administration is adapting to tackle these challenges directly. Discover Vistra's perspectives on the changing dynamics and essential strategies for successful fund administration. https://lnkd.in/gnYd6tSk #PrivateEquity #FundAdministration #VISTRA #ProgressWithoutFriction

Again, proven the importance of fund management🔥Solid Result! This outcomes served as the best repay for investor’s trust on us.  #unittrust #ManulifeInvestmentManagementMalaysia https://lnkd.in/g8YgcEeV

A tale of two fund houses: PPFAS vs Quant MF 1. Investment Strategies: - PPFAS follows a 'buy-and-hold' strategy, where fund managers prefer to stick with their investment choices for a long period. The fund manager, Rajeev Thakkar, is described as a focused long-term investor who values the fundamentals of stocks and is willing to pay a higher price for growth potential. - Quant, on the other hand, relies heavily on quantitative models and is described as a macro-driven house. Sandeep Tandon, the fund manager, is portrayed as an opportunistic and risk-focused investor who moves in and out of stocks quickly. The fund is characterized by a higher portfolio turnover ratio and is often labelled as a momentum investor. 2. Risk Approach: - PPFAS is portrayed as risk-averse and focuses on playing the extreme long game. The measures of risk, namely beta and standard deviation, are reported to be lower for PPFAS Flexi Cap Fund compared to Quant Active Fund. - Quant, while not explicitly labelled as high-risk, is presented as a fund that does not want to miss any significant opportunities that the market presents. The article suggests that the fund may be more adaptable and opportunistic in its approach. 3. Performance and AUM: - Both funds have achieved significant AUM milestones, with Quant reaching INR 55,007 crore and PPFAS Mutual Fund reaching INR 61,943 crore. Quant achieved this feat in a little over six years, while PPFAS took around 11 years. - Quant is highlighted for its good returns during a bull market, attracting retail investors, while PPFAS is known for delivering alpha over the long term. 4. Folio Management: - Quant manages approximately 52 lakh folios, whereas PPFAS oversees around 30 lakh folios. This indicates a higher retail investor base for Quant. 5. Investment Approach: - Quant funds use big-picture analysis to make small-scale investing choices, with a focus on quantitative models and macro-driven analysis. - PPFAS primarily follows a 'buy-and-hold' strategy, emphasizing stability and longevity in its investment approach. In conclusion, PPFAS and Quant have distinct investment philosophies, risk approaches, and performance characteristics, catering to investors with different preferences and risk appetites. While PPFAS focuses on a long-term, value-driven approach, Quant embraces a more dynamic and opportunistic strategy. Source: https://lnkd.in/dvSt9vQQ #mutualfunds #sip #investments

#PersonalFinance | Nowadays, there are new #mutualfund launches almost every day! Thanks to the bull market and increasing equity market participation, in the last year, there has been a significant increase in new fund offers (NFOs) and this trend is expected to continue for sometime.

With SEBI's recent directive on small and mid-cap funds, mutual fund investors may want to revisit their portfolio. In a recent episode of "The Mutual Fund Show," Niraj Shah speaks with two experts on what investors can do to stay invested in small-cap funds. Insightful discussion: https://lnkd.in/gdpKJg9X

Best #MutualFunds: Nine mutual fund schemes delivered an annualised return of 19% and above in the past 5 years. When we examine the past returns, large-cap funds – as a category – gave a five-year return of 19.23%, according to Morning Star data. Read here: