Solid long-term opportunity lies in midcaps & smallcaps

THE ECONOMIC TIMES Fri, Apr 17, 2020 | 07:31 AM IST ET Investment Opportunities

Solid long-term opportunity lies in midcaps & smallcaps This market has more arbitrage opportunities than investing opportunities, says the market veteran. FII money will rush in the moment virus cases drop: Mukherjea Weaker NBFCs will need support from govt, RBI, says Founder of Marcellus Investment Managers. When bulls return, they will deliver solid returns on these counters Blue chips' recovery to previous levels can result in multibagger returns. Buy on pullbacks and hedge portfolios with gold: Peter Cardillo Chief Market Economist, Spartan Capital Securities says US to see a deflationary period.

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Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) Axis Bluechip Fund Direct Plan-Growth -4.57 -14.16 -6.45 9.08 Axis Bluechip Fund-Growth -4.64 -14.63 -7.54 7.63 Canara Robeco Bluechip Equity Fund Direct-Growth -0.73 -11.37 -8.23 5.30 Canara Robeco Bluechip Equity Fund Regular-Growth -0.79 -11.88 -9.38 4.07 JM Large Cap Fund Direct Plan-Growth -0.92 -7.75 -7.61 2.57 FeaturedAxis Long Term Equity Direct Plan-Growth ★★★★★ -6.51 -16.17 -10.58 5.30 Start SIP

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Smallcap space a fertile ground for long-term investors: Rachh Have at least 15% corpus in smallcaps, says Fund Manager, Nippon India AMC. Vijay Kedia turns poet to get over lockdown blues As investors grappled with the fear of the unknown on Dalal Street amid the 21-day nationwide lockdown due to the coronavirus pandemic, market veteran Vijay Kedia remained calm and carefree as ever. He even penned poems, satirising the market mood amid a merciless selloff. And, as always, he circulated his trademark motivational lines on group platforms, trying to keep friends and followers upbeat as the nationwide shutdown and stocks selloff cast a pall of gloom all around. Listen-in. (Text: ETMarkets.com) First Global plans, Kotak among top PMSes that beat market meltdown None of the top PMSes managed to generate positive returns for the month. 5 pharma stocks that can potentially safeguard your portfolio The novel coronavirus pandemic has caused severe supply-side disruptions in various sectors and earnings will be cut by 10-15%. Pharma as a sector has emerged as a strong contender to drive the next leg of the rally, whenever it comes. In anticipation, pharma stocks have seen a huge run-up in the last 10 days. This is not just true for India, but globally too pharma companies has performed well. While in the short term, most companies will bounce back from the last 5 year of underperformance, this time around, the leader will be different. Hence, you need to choose your stocks carefully. The following are the strong tactical buys with strong catalysts. (Source: Edelweiss Securities)

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Utilities stocks make a solid case to take a good look at this stage Utilities are interest rate-sensitive, as they require constant investments to fund capital projects. Crude oil outlook bleak despite record production cut by Opec++ Russia has reportedly agreed to slash output by 2 Mbpd, while Saudi Arabia will cut 4 mbpd.

NFO (FMPs) Fund Name Category Type Open Close Min Inv   Nippon India FHF XLII - Series 6 Reg-G Debt: FMP Closed-end 17 Apr 2020 22 Apr 2020 5,000 Nippon India FHF XLII - Series 6 Direct-G Debt: FMP Closed-end 17 Apr 2020 22 Apr 2020 5,000 Nippon India FHF XLII - Series 6 Reg-D Debt: FMP Closed-end 17 Apr 2020 22 Apr 2020 5,000 Nippon India FHF XLII - Series 6 Direct-D Debt: FMP Closed-end 17 Apr 2020 22 Apr 2020 5,000 More >>

Real Estate News

RBI study shows house price moderation With new launches declining reflecting the large inventory overhang, all India house price levels moderated with Mumbai and NCR showing a modest drop in prices of nearly 5 per cent. But southern metros like Chennai and Bangalore showed price increase of nearly 13-16 per cent.

Real Estate sector staring at payment defaults amid lockdown ​​The Indian real estate sector, which is currently worth USD 12 billion and contributing about five per cent to the GDP, has witnessed a drastic drop in sales with no clarity on revival due to social quarantining, says Indian Chamber of Commerce (ICC).

Housing demand expected to remain muted, say rating agencies Due to the nationwide lockdown, construction activity has come to halt as supply chain for obtaining construction material has been disrupted and labour workforce have migrated to home states in search of alternative sources of livelihoods.

Real estate agents focus on reskilling With no commercial or residential deals closing due to the lockdown, agents are keen to learn about the intricacies of social media marketing and also various legal provisions such as force majeure that they will have to grapple with later.

Covid-19 impact: Real estate sentiments hit lowest level The current lockdown has brought the industry to a standstill position and the recovery curve will depend on the fiscal stimulus rolled out by the government.

NFO - Non FMPs Fund Name Category Type Open Close Min Inv   Motilal Oswal S&P 500 Index Fund Reg-G Equity: Multi Cap Open-ended 15 Apr 2020 23 Apr 2020 500 Motilal Oswal S&P 500 Index Fund Direct-G Equity: Multi Cap Open-ended 15 Apr 2020 23 Apr 2020 500 More >>

Views and Recommendations

Buy Axis Bank, target price Rs 530: Arihant Capital 16 April, 2020, 02:08 PM IST The bank in the long run will be able to pick up pace of growth once the air around the covid-19 impact clears and business demands regenerate. Buy Buy Siemens, target price Rs 1,336: Anand Rathi 16 April, 2020, 01:48 PM IST The company has balance-sheet strength to support it in dicey times. Buy Buy Reliance Industries, target 1,400: HDFC Securities 16 April, 2020, 12:36 PM IST The brokerage has cut FY21/22E EPS by up to 33% and the target price by 11% to Rs 1,400 factoring up to 31% lower downstream margins. Buy Hold Wipro, target price Rs 214: Edelweiss 16 April, 2020, 12:32 PM IST While the decline in Q4FY20 revenue was minuscule, the brokerage anticipates a significant impact in the first half of FY21. Hold

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Don’t treat your bank account as an emergency fund

THE ECONOMIC TIMES Fri, Apr 17, 2020 | 08:14 AM IST Mutual Funds Newsletter

Don't treat your bank account as an emergency fund Most of us knowingly or unknowingly let our wants/greed/lavishness take control of our lives. Faced with a 21-day lockdown, most of us have realized our needs were limited - only our wants were unlimited. 46% returns in one year: Should you invest in gold funds now? Gold prices rose to a more than seven-year high on Tuesday. Spot gold gained 0.6% to touch $1,724.72 per ounce. The last highest point was in February when gold touched $1690/ounce. The dos and don'ts for the 2020 meltdown We live in interesting times. Globalization has unleashed many opportunities for the economies world over but has also presented formidable challenges. The accelerated transition of COVID-19 virus from being a regional epidemic to a global pandemic is a glaring example of brutal side effects of an integrated world. Corona crisis is teaching millennial investors the importance of financial security At most junctures, an investor invests in a fund or an asset class according to its past performance. Considering the past performance to be only one of the determinants, a financial planner knows it is more important to have a proper asset allocation than tracking the best fund. Bet on the overall basket of strong performers, says Sundeep Sikka of Nippon India Mutual Fund As the Coronavirus cases across the World touched the one million mark, the economies across the globe are staring at uncertain times. No one currently knows how this pandemic is going to be controlled or when the outbreak will lower its pace of infection. Top Mutual Funds SCHEME NAME RATING 3 YRS(%) 1 YR(%) 6 M(%) 1 M(%) Axis Bluechip Fund Direct Plan-Growth ★★★★★ 9.08 -6.45 -14.16 -4.57 Invest Now Axis Bluechip Fund-Growth ★★★★★ 7.63 -7.54 -14.63 -4.64 Invest Now Canara Robeco Bluechip Equity Fund Direct-Growth ★★★★★ 5.30 -8.23 -11.37 -0.73 Invest Now Canara Robeco Bluechip Equity Fund Regular-Growth ★★★★★ 4.07 -9.38 -11.88 -0.79 Invest Now JM Large Cap Fund Direct Plan-Growth ★★★★★ 2.57 -7.61 -7.75 -0.92 FeaturedICICI Prudential Multicap Fund Direct Plan-Growth ★★★★★ -3.41 -24.40 -19.98 -1.12 Invest Now Changes in portfolio hopefully will help us return to our outperformance levels: Nilesh Shetty of Quantum Mutual Fund The correction has been a great opportunity for a value fund manager, high quality stocks which were priced to perfection are now available at deep discount, says Nilesh Shetty, Associate Fund Manager, Quantum Mutual Fund. Small cap is a space where you buy in panic and wait for bull market to sell: Samir Rachh of Nippon MF Spoke to Samir Rachh, fund manager – equity investments, Nippon India Mutual Fund, to find out what exactly is going on in the small cap space.

TERM OF THE WEEK Consumer Price Index A comprehensive measure used for estimation of price changes in a basket of goods and serv... read more

New Fund Offers Fund Name Category Type Open Close Min Inv Motilal Oswal S&P 500 Index Fund Reg-G Equity: Multi Cap Open-ended 15 Apr 23 Apr 500.00 Motilal Oswal S&P 500 Index Fund Direct-G Equity: Multi Cap Open-ended 15 Apr 23 Apr 500.00 More >>

Forthcoming Dividend Fund Name Category Type Record Date Div Per Unit Principal Hybrid Equity-DM Hybrid: Aggressive Hybrid Open-ended 17 Apr 2020 0.17 Franklin India Dynamic Asset Allocation FoF-D Hybrid: Dynamic Asset Allocation Open-ended 17 Apr 2020 0.75 Principal Balanced Advantage-DM Hybrid: Dynamic Asset Allocation Open-ended 17 Apr 2020 0.07 Franklin India Dynamic Asset Allocation FoF Direct-D Hybrid: Dynamic Asset Allocation Open-ended 17 Apr 2020 0.75 Principal Balanced Advantage Direct-DM Hybrid: Dynamic Asset Allocation Open-ended 17 Apr 2020 0.08 * Funds with daily dividend distribution frequency options are excluded More >>

Weekly Mutual Funds Activity Date Equity ( Cr.) Debt ( Cr.) Gross Purchase Gross Sale Net Pur./Sale Gross Purchase Gross Sale Net Pur./Sale 13-04-2020 2351.41 3140.95 -789.54 5262.20 6327.37 -1065.17 09-04-2020 2502.83 3680.08 -1177.25 6232.77 4942.76 1290.01 08-04-2020 2110.40 4403.00 -2292.60 4081.04 5709.97 -1628.93 07-04-2020 3461.57 3549.70 -88.13 4098.39 5321.11 -1222.72 03-04-2020 2537.59 2803.77 -266.18 10722.42 6356.01 4366.41 01-04-2020 1678.31 2520.35 -842.04 0.22 0.12 0.10 31-03-2020 5463.78 2325.59 3138.19 8940.99 10419.04 -1478.05 Click here to view all WMF >>

Top Mutual Funds of the week (5-Star Rating) Scheme Name Nav Returns Ratings AUM(Cr.) Style Box Expense Ratio Equility Debt Invesco India Infrastructure Fund Direct-Growth 16.6700 5.11 39.94 - 0.79 Invesco India Infrastructure Fund-Growth 14.8900 5.08 39.94 - 2.30 L&T Infrastructure Fund Direct-Growth 11.9400 4.28 1479.34 - 0.91 L&T Infrastructure Fund-Growth 11.2400 4.17 1479.34 - 2.30 Kotak Emerging Equity Fund Direct-Growth 34.5560 2.88 6390.59 - 0.63 Click here to view all TMFW (5 Star) >>

Top Mutual Funds (All Ratings) Scheme Name Nav Returns Ratings AUM(Cr.) Style Box Expense Ratio Equility Debt UTI Long Term Advantage Fund - Series IV Regular - Growth 7.4642 2.68 129.26 - 1.33 UTI Long Term Advantage Fund - Series IV Direct - Growth 7.8147 2.68 129.26 - 1.33 UTI Long Term Advantage Fund - Series V Direct - Growth 7.3794 2.25 134.17 - 1.26 UTI Long Term Advantage Fund - Series V Regular - Growth 7.0443 2.24 134.17 - 1.26 HDFC Taxsaver Direct Plan-Growth 402.3170 2.14 6789.00 - 1.34 Click here to view all TMF ( All Ratings) >>

QUICK LINKS - MUTUAL FUND STATS 3 Best Funds- Category Wise Top Tax Saving Schemes Schemes with Lowest Expense Ratio Top Performing Schemes Latest Dividends Schemes with Highest Risk Adjusted Returns Top Star Rated Schemes AUM Monitor Category Performance Exchange traded funds

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