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THEMATIC DIVERSIFICATION
PMS vs mutual funds: 5 reasons to invest, and 5 red flags to watchPortfolio Management Services (PMS) offer structural advantages over mutual funds, allowing for concentrated portfolios, significant cash h...- Sensex down over 10K points from Dec peak. Should MF investors buy the dip, hold positions, or wait on sidelines?The BSE Sensex has fallen over 10,000 points from its peak. Market experts suggest this presents a buying opportunity for long-term investo...
- ETMarkets PMS Talk | A 'private equity approach' to public markets has driven our investing success for 15 years: Sameer ShahValueQuest's Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying t...
- Why Indian investors are looking at space economy ETFs ahead of SpaceX IPO: Subho Moulik of Appreciate decodesIndian investors are eyeing the global space economy ahead of the SpaceX IPO. With no pure-play listed space companies in India, global ETF...
- Taiwan-focused mutual funds soar 200% in a year. Experts warn against FOMO investingMutual fund investors are exploring international and thematic schemes, with some delivering up to 200% returns. Technology and semiconduct...
- Can Sebi’s 50% overlap limit improve diversification in mutual fund schemes?Sebi’s new mutual fund overlap rules aim to improve diversification by limiting duplicate stock holdings across schemes, encouraging invest...
- Women investors drive Rs 11 lakh crore AUM in CAMS-serviced Funds, account for 35% of inflows in FY26Women are significantly boosting India's mutual fund landscape, managing Rs 11.3 lakh crore in assets and contributing Rs 3 lakh crore in n...
- How should investors rebalance portfolios overloaded with smallcap and thematic funds? Here’s the ideal allocation strategyBuilding a mutual fund portfolio needs careful planning. Experts highlight that too many funds lead to overlap and high risk, especially in...
- Too many smart beta funds? Here’s how investors can cut through the passive investing noiseWhile there is a growing tribe of passionate passive-only believers (a perfectly legitimate approach), it’s best to take a middle path and ...
- Fund houses face fresh compliance push on portfolio overlapSEBI now requires fund houses to cap portfolio overlap between sectoral/thematic funds and other equity schemes at 50%, giving them three y...
- ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...
- New to mutual funds? Experts suggest using 50-30-20 rule to build a smart investment strategyNew investors often find mutual funds daunting. Experts advise focusing on personal goals, risk tolerance, and investment timelines over ma...
- NFO Insight : Motilal Oswal Contra Fund opens for subscription. Is now the right time to bet on this strategy?Motilal Oswal Mutual Fund has launched its Contra Fund, open for subscription until May 22. The fund aims for long-term capital appreciatio...
- Sensex options can be as large as Nifty's by FY29, says Jefferies but has a warning for BSE investorsJefferies expects Sensex weekly options on BSE to match Nifty’s scale by FY29, driven by strong derivatives growth. However, it warns that ...
- Sensex down nearly 7,200 points in 2026 so far. Should you continue SIPs or pause?The BSE Sensex has seen a significant drop this year. Experts recommend investors continue their Systematic Investment Plans. This strategy...
- Market in consolidation phase, break above 24,600 crucial for trend shift: Gautam ShahIndian stock markets are seeing a shift. Leadership is narrowing, with energy, PSU, metals, real estate, and pharma sectors poised for grow...
- Defence mutual funds surge up to 25% in a month. Should you invest now or wait for a correction?Defence mutual funds have surged up to 25% in a month, driven by geopolitical tensions. Experts advise against chasing this sharp rally, ci...
- ETMarkets Smart Talk | “Tax, TCS & Clarity: What’s holding Indian investors back from going global”, explains Himanshu KohliIndian investors remain hesitant about overseas investing due to taxation complexities and operational ambiguity. Expert Himanshu Kohli adv...
- Holding 15 mutual funds? Here’s how to cut overlap and reach Rs 2 crore goalInvestors often over-diversify with too many mutual funds, leading to duplication and management issues. A viewer's portfolio of 15 funds w...
- Sebi clears 4 IPOs including Yatayat Corporation and EAAA India AlternativesSebi has approved IPOs for four firms spanning logistics, alternatives, real estate and manufacturing. Companies aim to tap rising demand a...
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