Immigration guide
Tech/Startups.
Personal tech.
Tax filing
There is an opinion.
There is a Webinar.
Research.
IPO.
Research.
Pre-market.
Advice.
Broker research.
There are technical things.
There is a WEBINAR.
Interview series.
Other people.
There are bonds.
It is a form of money called cryptocurrencies.
There are tools.
Tools.
The calculator returns.
SIP balancer with lump sum.
The delay cost calculator can be used.
SIP return
Forum.
There is a track.
Your investment.
The prices are for MF.
MC 30
Page 2
The world over has seen a strong bull rally over the past 18 months, but the Indian markets have been in a correction phase since they reached their all-time highs on October 19.
The dream run the markets were enjoying has been put on hold because of the uncertainty surrounding the likely withdrawal of the central banks' monetary easing earlier than expected.
The Indian markets fell more than 8 percent from their record highs. In November, the Nifty and Sensex declined more than 3.8 percent.
The Nifty Large Cap and Nifty Mid Cap both declined in the month, while the BSE Multi Cap and SmallCap indices fell.
The head of research at the Motilal Oswal Asset Management Company said that large-caps have been beaten down.
The BSE Midcap and BSE Smallcap indices are performing better than the Sensex as the stocks in the former two categories are under-owned. Jasani said that they would have less selling pressure in times like these and their future growth rates would be higher.
The markets are wary of macroeconomic factors and lack direction from the medium-term perspective while searching for catalysts.
There were manyPMS schemes from the broader markets that generated better returns than the indices.
Wealthy investors with portfolio sizes over Rs 50 lakh can benefit from the PMS schemes. The professional fee structure is different from regular mutual funds.
The data shows that 218 schemes generated better returns than the Nifty 50. Even though the benchmark index declined, there were 46 schemes that generated positive returns.
The six schemes that generated more than 2 percent returns last month were: Right Horizons - Super Value Fund, Silver Arch - Small and Mid Cap Equity Fund, Systematix - Dynamic Investment Portfolio, Sageone - Small & Microcap fund, and
Not all of the top schemes disclosed their stock holdings in November. Moneycontrol has compiled a list of the top five from those who have disclosed their holdings.
This list of holdings may give investors an idea of which stocks the fund managers of these schemes betted on. Every fund manager has his own investment strategy, so they should not be considered buy recommendations.
Right Horizons is a Super Value Fund.
The scheme generated the highest returns of 4.58 percent in November. Apollo Pipes, Neogen Chemicals, Polycab India, and Dixon Technologies were the top five stocks.
The Emerging Star Fund is a fund.
It generated returns of 2.65 percent last month. Its top holdings were all related to plastic. Cash and equivalents were in hand to support the strategy.
The shift strategy is being worked on by Carnelian Asset Advisors.
It generated 2.18 percent growth for its investors because of its focus on multicaps. L&T Technology Services and First Source Solutions were the top picks.
The green portfolio has a dividend yield.
The scheme generated a growth of 1.91 percent by investing in stocks such as Precision Camshafts and Phillip Carbon Black.
Centrum PMS is good to great.
It generated a return of 1.68 percent through its holdings, which included Tanla platforms, APL Apollo Tubes, brigade enterprises and GTPL Hathway.
The outlook
The experts suggest investors stay invested with a long-term perspective.
According to Singh of Motilal Oswal, largecaps should do better with Omicron concerns abating. He said that he expects better GDP growth and a revival in the capex cycle.
Jasani advises investors to allocate their exposure to all three classes in proportion to their risk appetite. Retail investors prefer to invest in smllcap and midcap stocks because of their alpha returns. They need to be aware of the fact that these stocks can fall faster in a downturn and that they need to test their patience in a bear market.
In the medium term, investors can focus on consumer staplers such as Hindustan Unilever. The companies are expected to mitigate the same through price hikes despite the downfall of the stocks due to raw material inflationary pressures.
He is positive about the non-banking financial companies segment and prefers the two companies that are witnessing a major transformation. He said that they have been suggesting investors to add names from the alcohol sector. The companies in this sector are poised for a major re-rating given the tailwinds due to the aspirational and young population of India.
