Author: Invest Policy

Tata Motors, a leading player in the automotive sector and a part of the Tata Group has recently experienced a significant drop in its stock value, falling by 16% from its record high. However, the tide seems to be turning as Tata Motors stock has now gained momentum, reaching ₹979. The recent rally has caught the attention of brokerage house Emkay Global Financial Services, which has upgraded its rating from ‘Add’ to ‘Buy’, offering investors a renewed opportunity. Stock Rebounds After Recent Slump, Lowest Valuation Among OEMs Over the past few days, Tata Motors’ stock has been under pressure due…

The Indian IPO market is witnessing a flurry of activity this month, and next week promises even more excitement. Investors can look forward to two mainboard IPOs — Manba Finance and KRN Heat Exchanger — along with several SME IPOs. These companies are expected to raise a total of ₹850 crores. Here’s a look at the key IPOs coming up and what they bring to the table for investors. Manba Finance IPO: A New Opportunity After Bajaj Housing Finance’s Success Manba Finance is set to launch its much-anticipated IPO next week. Following the success of Bajaj Housing Finance’s blockbuster listing,…

Why Investing in PSU Mutual Funds via SIPs is Gaining Popularity Public Sector Undertaking (PSU) mutual funds have become a favorite for many investors looking to invest in government companies. In recent years, these funds have delivered impressive returns, making them an attractive option for those who prefer stability alongside growth. Systematic Investment Plans (SIPs) in PSU funds have generated up to 49% returns over five years, proving their potential for wealth creation. Let’s dive into what makes PSU mutual funds a good investment option and take a closer look at the top three funds that have delivered solid results.…

Value mutual funds are a type of equity fund that focuses on buying shares of companies that are currently undervalued. These funds use a strategy known as value investing, where the fund manager picks stocks that are trading at a price lower than their intrinsic value. This strategy works on the belief that the stock market often misjudges the real value of a company’s shares in the short term. However, when the market corrects itself over time, these undervalued stocks grow in value, resulting in potential profit for investors. The concept of value investing gained massive popularity thanks to world-famous…

Kotak Mahindra Asset Management Company (Kotak Mutual Fund) has launched its latest New Fund Offer (NFO) – the Kotak Nifty Midcap 150 Momentum 50 Index Fund. This open-ended scheme is designed to track the Nifty Midcap 150 Momentum 50 Index, offering investors an exciting opportunity to invest in midcap companies with strong momentum. The NFO opened for subscription on 19th September 2024 and will close on 3rd October 2024. Key Details of Kotak Nifty Midcap 150 Momentum 50 Index Fund This new scheme allows investors to benefit from the midcap segment, known for its high growth potential, while focusing on…

The HDFC Flexi Cap Fund, launched in January 1995, has emerged as one of the top-performing mutual fund schemes in India, making it a popular choice among investors. This scheme, which is set to complete 30 years in January 2025, has delivered impressive returns since its inception. What makes it particularly appealing is that even a modest monthly investment of Rs 1000, made through a Systematic Investment Plan (SIP) since its launch, has now grown to a whopping Rs 2 crore. Let’s dive into the fund’s remarkable performance and understand how it has created wealth for its investors. Saving Just…

Sharda Cropchem, a company known for marketing and distributing agrochemical products, had a positive start in the first quarter of the current financial year. While the company’s performance improved, this was largely due to a low base from last year. The firm, however, may continue facing some hurdles in the future, much like the ones it experienced last year. Previous Year’s Struggles and Current Growth Trends During FY24, Sharda Cropchem encountered several obstacles, including weak export demand, inventory buildup, and sharp price declines for many generic molecules. Revenue from its non-agrochemical segment also dropped by 35%, mainly due to logistical…

The trend of mutual funds bringing in new and innovative investment themes is gaining traction in the market. One such emerging theme is export-oriented mutual funds. These schemes invest in stocks of companies that generate a substantial portion of their revenue through exports. The main objective of these funds is to deliver higher returns by creating an actively managed portfolio of equity shares in companies benefiting from the export of goods and services. Recently, HSBC Mutual Fund introduced the HSBC India Export Opportunities Fund NFO, with the subscription period ending today, 19th September 2024. Let’s understand why export-themed mutual funds…

Investors looking for a high-growth opportunity should consider adding Adani Energy Solutions to their portfolios. The stock has recently garnered attention, especially after global brokerage firm Cantor Fitzgerald gave it a strong buy rating. The firm believes the stock has the potential to rise significantly, providing investors with substantial returns in the coming years. Why Adani Energy Solutions is Attracting Attention Adani Energy Solutions has been on the radar of major investment firms, and Cantor Fitzgerald is particularly bullish on its prospects. The brokerage recently initiated coverage of the stock with a target price of ₹2251, indicating a potential upside…

The recent decision by the US Federal Reserve to lower interest rates by 50 basis points (bps) has sparked conversations about its global financial impact, including on Indian equity mutual funds. While interest rate movements are often linked to debt funds, they play a crucial role in shaping the equity markets as well. So, what does this rate cut mean for mutual fund investors in India, and how should they navigate this change? How Interest Rate Cuts Influence Equity Mutual Funds When interest rates drop, borrowing costs for both consumers and businesses decrease. This encourages more spending and investment, boosting…