EQUITY INVESTMENT
Investment advisor shares ideal portfolio mix for moderate risk-takers
A self-proclaimed investment advisor on Reddit suggested a balanced portfolio structure for moderate risk-takers, emphasizing growth, stability, and peace of mind. The recommended allocation includes large-cap, index, flexi-cap, and mid-cap funds, complemented by short-term debt and gold for diversification and risk mitigation. The advisor highlights the importance of adjusting allocations based on individual goals and life stages for optimal results.
Why India’s 1% are staking claims in the luxury concrete jungle; 10 biggest realty splurges
India's ultra-high-net-worth individuals are increasingly investing in luxury real estate, driving record-breaking transactions. Pharma billionaire Leena Gandhi Tewari's ₹635 crore purchase in Worli exemplifies this trend. Factors include limited supply of prime properties and the perception of luxury real estate as a stable, high-value asset. This shift reflects a broader trend of India's wealthy diversifying investments into tangible assets.
Warren Buffett’s 2025 Mantra: Adapt to reality, reality won’t adapt to your risk tolerance
Warren Buffett advises investors to adjust their investment approach. Investors should align their risk tolerance with market realities. Many investors with stable finances still shy away from equities due to discomfort with market volatility. The author suggests investors educate themselves about equities and gain experience through small investments. This helps build resilience and make informed decisions.
Balanced advantage vs. Multi Asset Allocation Mutual Funds: Which should investors choose?
Balanced Advantage Funds and Multi Asset Allocation Funds offer different risk-return profiles. Balanced Advantage Funds dynamically shift between equity and debt. Multi Asset Funds invest in equity, debt, and commodities like gold. BAFs aim for equity-like returns with less volatility. Multi Asset Funds provide diversification across assets. Investors should choose based on their risk tolerance and investment goals.
Kanakia, hines tie up for ₹3,000 crore office project in Mumbai
Hines and Kanakia Group have partnered to develop a ₹3,000 crore commercial office project near Bandra-Kurla Complex, Mumbai. Sumitomo Corporation and Mitsubishi Estate have joined the alliance for the 1.5 million sq ft premium office space development.
Hines, Kanakia, Japan’s Sumitomo, Mitsubishi in JV for office project in Mumbai’s BKC
Kanakia Group has partnered with Hines, Mitsubishi Estate, and Sumitomo Corporation to develop a 1.5 million sq ft premium office complex in Mumbai's BKC. Kanakia Group owns the land, while Hines, MEC, and Sumitomo are institutional investors and development partners. The project aims to set new standards in India with world-class amenities and design.
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5 equity mutual funds offer over 15% annual return in last 3 calendar years
ETMutualFunds analysis reveals that five equity mutual funds gave over 15% annual returns in the last three years. HDFC Mutual Fund and Quant Mutual Fund had two funds each in the list. Franklin Templeton Mutual Fund had one. HDFC Flexi Cap Fund and HDFC Focused 30 Fund are among the top performers.
ETMarkets Smart Talk: Sachin Relekar on consumption & defense: Top themes for future wealth creation for long term investors
Sachin Relekar from Axis Mutual Fund shares insights on India's equity markets. He highlights consumption and defense as key sectors for long-term growth. Relekar notes recent market volatility due to global events. He suggests a positive outlook for Indian equities, driven by domestic manufacturing and healthy corporate balance sheets.
PAG elevates India head Nikhil Srivastava as Co-Head of Private Equity
PAG has appointed Nikhil Srivastava as Co-Head of its Private Equity business, succeeding Lincoln Pan, who will become CEO of Jardine Matheson Holdings. Srivastava, previously Head of India Private Equity, will work alongside David Wong. He has been instrumental in building PAG's India platform, leading investments like Nuvama Wealth Management and Manjushree Technopack. PAG has deployed over $1.
NFO Alert: Groww Mutual Fund launches Nifty 500 Low Volatility 50 ETF
Groww Mutual Fund has launched the Groww Nifty 500 Low Volatility 50 ETF, an open-ended scheme tracking the Nifty 500 Low Volatility 50 Index - TRI. The NFO is open until June 11, with a minimum investment of Rs 500. Aimed at long-term capital growth, the passively managed fund focuses on low-volatility stocks with minimal tracking error.
Franklin Templeton Mutual Fund announces changes in fundamental attribute of multi-asset solution FoF; check details
Franklin Templeton Mutual Fund will change the fundamental attributes of its Franklin India Multi-Asset Solution FoF, renaming it Franklin India Income Plus Arbitrage Active FoF. Effective July 4, 2025, the scheme will shift focus to debt and arbitrage strategies with a revised asset allocation and no exit load. Investors can redeem without a load between June 4–July 3, 2025.
Fund Consistency: 29 equity mutual funds offer more than 25% CAGR over 3 and 5 years
Around 29 equity mutual funds have delivered over 25% CAGR in both the last three and five years, as per ETMutualFunds analysis of 199 funds with five-year track records. Notable performers include Bandhan Core Equity Fund, Bandhan Small Cap Fund, and Edelweiss Mid Cap Fund, which posted 28.57% and 34.13% CAGR over three and five years, respectively.
ETMarkets PMS Talk: PIPE and value strategies delivered 30–37% CAGR over 5 years - Anand Shah reveals growth drivers
Anand Shah of ICICI Prudential AMC discusses their successful PIPE and Value strategies, which have achieved impressive CAGR over the last five years. He highlights the importance of bottom-up stock selection, valuation discipline, and a long-term perspective for wealth creation. Shah remains bullish on Indian equities, emphasizing the potential in capex-linked sectors despite market volatility.
L Catterton to raise $600 million for debut India-focused fund
L Catterton, backed by LVMH, is launching a $600 million India-focused fund, its first dedicated investment vehicle for the country. The fund will target seven to nine investments in sectors like food and beverage, healthcare, and retail, with cheque sizes ranging from $25 million to $150 million. This move highlights L Catterton's increasing focus on India's growing consumer market.
I am 55 years old and have Rs 50 lakh lump sum. How can I invest it to build wealth in 5 years?
Our panel of experts will answer questions related to any aspect of personal finance. If you have a query, mail it to us right away.
Unifi Mutual Fund announces extension of NFO period of its flexi cap fund
Unifi Flexi Cap Fund is an open-ended equity scheme with the flexibility to invest across large-cap, mid-cap, and small-cap stocks, following Unifi’s Growth at a Reasonable Price (GARP) investment approach.
8 equity mutual funds lose over 10% in 2025. Have you invested in any?
63% of equity mutual funds gave negative returns in 2025 so far, with eight schemes losing over 10%. Samco Flexi Cap led the fall. ICICI Pru Large & Mid Cap Fund topped gainers with 7.7% return. Sectoral funds excluded.
FDI inflows hit 3-yr high, grow 14% to $81 b in FY25
India's FDI equity inflow experienced a 24.5% on-year decline in January-March FY25, reaching $9.34 billion. However, overall FDI equity inflows for FY25 rose by 13% to $50 billion. Total FDI surged 14% to $81.04 billion, marking a three-year high, with the services sector leading as the top recipient and Maharashtra attracting the highest share of inflows.
FY25 FDI equity inflow up 13% on-year, down 24.5% in Q4
India's FDI equity inflow saw a 24.5% dip in January-March FY25, totaling $9.34 billion. However, overall FDI equity inflows for FY25 rose by 13% to $50 billion. Total FDI reached $81.04 billion, a 14% increase and the highest in three years, driven by investor-friendly policies and growth in manufacturing and services sectors, with Maharashtra leading in inflows.
Rakesh Gangwal, family trust sell 5.7% stake in IndiGo for Rs 11,559 crore
InterGlobe Aviation promoter Rakesh Gangwal and his family trust on Tuesday sold a 5.7 per cent stake in the airline for about Rs 11,559 crore (USD 1.36 billion) through a block deal, according to sources.
HSBC cuts dozens of analyst jobs in investment banking overhaul
HSBC Holdings Plc is undergoing a significant restructuring of its investment banking operations, leading to the dismissal of over two dozen analysts, primarily in Europe. This revamp includes combining macro strategy across asset classes and leadership changes within research divisions. CEO Georges Elhedery's streamlining efforts aim to increase efficiency, with expected charges of $1.8 billion over the next two years.
Nifty up 13% from April’s low. How should mutual fund investors alter their investment strategy?
With Nifty 50 rising nearly 13% from April’s low to 25,001, experts advise mutual fund investors—especially those with a long-term horizon—to stay invested despite profit-booking temptations. They recommend reviewing asset allocation, rebalancing portfolios, continuing SIPs, and using staggered investments for lump-sum amounts to manage risks and capitalise on market growth.
Quadria's third fund nets $1 billion, to deploy 60% in India
Quadria Capital, an Asia healthcare-focused private equity firm, has successfully raised $1.07 billion for its third fund, surpassing its initial $800 million target. The oversubscribed fund will allocate approximately 60% of its capital to India, with the remainder invested in ASEAN countries. This fund also marks the first time Quadria Capital has received significant domestic capital commitments from Indian institutions.
30 equity mutual funds multiply lumpsum investments by over 2 times in 3 years
An ETMutualFunds analysis found that 30 equity mutual funds doubled investor wealth over the past three years. Motilal Oswal Midcap Fund led with 2.34x growth and 32.85% CAGR. Most top performers were midcap and small-cap funds. Investors should consider risk appetite and goals before investing.
36.4% CAGR in 5 years - Should you invest in Bandhan equity small-cap fund which outperformed its benchmark?
Launched in February 2020, Bandhan small-cap fund manages Rs 10,244 crore, employing a diversified strategy focused on quality, growth, and reasonable valuation. It avoids benchmark-centric approaches, holding over 180 stocks to mitigate risk. While its early performance is impressive, sustained consistency is needed to validate its long-term potential.
BDO India in talks with private equity companies to raise growth capital
BDO India is in talks with private equity firms to secure growth funding. This move follows Grant Thornton Bharat's similar pursuit. BDO India has restructured its operations, paving the way for investment. The firm plans to dilute stakes in its non-audit services and technology arm. The capital will fuel expansion beyond India and consolidate BDO member firms in Asia-Pacific.
Gold to remain a long-term strategic asset amid geopolitical shifts: Manishi Raychaudhuri
Manishi Raychaudhuri favors private sector banks due to potential consumption and investment rebound, alongside consumer discretionary stocks benefiting from tax cuts. Industrials, boosted by infrastructure spending and defense equipment manufacturing, are also promising. While cautious about generics, he sees potential in domestic healthcare, particularly hospitals and diagnostics, driven by increasing urban affluence.
Which factor-based equity investment strategy gave most returns in last 11 years? Here’s an annual performance tracker
Welcome to TrendMap, your quick, visual guide to the performance of different investment segments. In this edition, we present an 11-year performance tracker of various factor-based investment strategies. The annual returns are ranked for six key NSE factor indices, with a broad-based index, Nifty 500, thrown in for comparison. This map shows that no single-factor strategy reigns supreme. Hence, diversification helps. By Sameer Bhardwaj.
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