Arguing that growth-adjusted valuations are not that expensive for smallcaps, Mihir Vora, CIO, TRUST Mutual Fund, says smallcaps are a stock-picker’s paradise, and investors have consistently made money in the …
“I think AMCs are looking at the numbers a little incorrectly, which makes them, wo kehte hai na, Galib yeh dil ko bhelane ke liye khayal achcha hai. Because there …
The Union Budget for 2024-25 increased the short-term capital gains (STCG) tax rate from 15% to 20% and the long-term capital gains (LTCG) tax rate from 10% to 12.5%. This …
The increase in capital gains tax in the Union Budget makes it tougher for PMS fund managers, who handle money for rich investors, to beat the good old mutual funds. …
India’s capital market regulator has proposed a new asset class, different from mutual funds, Portfolio Management Services (PMS) and Alternative Investment Funds (AIFs). A look at what this means: What …
Beating Nifty, midcaps and smallcaps by a hefty margin, a PMS fund focused on SME stocks has trumped peers by a wide margin by delivering an eye-popping return of 23.81% …
“1 crore invested in our PMS has become 2.57 crores versus 1.87 crores in the index. And the returns came with lower volatility,” says Devina Mehra, Founder, and chairperson of …
A fair part of the expected returns in 2024 probably came through in the last 2 months of 2024, as investors globally have discounted a steep rate cut cycle, says …
“Our journey over the past four years has underscored the strength and potential of quant strategies in the Indian market, fueling our eagerness to witness their transformative impact on PMS,” …