MOTILAL OSWAL NIFTY INDIA DEFENCE ETF
Commodity Talk: Gold to outperform Nifty in 2025, hike allocation, recommends NS Ramaswamy of Ventura Securities
Gold is set to outperform Nifty in 2025, says NS Ramaswamy of Ventura Securities, with expected gains of up to $3,570 per ounce. Central bank demand, ETF inflows, and seasonal trends support bullish momentum. Silver also looks attractive with a potential 15–20% upside. Investors are advised to hike gold allocation for better risk-adjusted returns amid global uncertainties.
India's Mutual Fund revolution: Direct plans surge as young investors take charge
India’s mutual fund industry is witnessing a surge in direct plans driven by young, digital-first investors and fintech platforms. Direct equity AUM rose to 30% by March 2025, reflecting a shift towards low-cost, self-directed investing. While regular plans show stronger long-term discipline, AMCs are adapting with digital and advisory models, positioning the sector for robust growth.
Between FOMO and fundamentals: Kotak's Shrikant Chouhan decodes the market rally
Despite global uncertainties, Indian markets remain bullish. Shrikant Chouhan of Kotak Securities attributes this to macro tailwinds, monsoon optimism, and RBI cues, while warning against overvaluation. He recommends a cautious approach focusing on financials and large-caps.
Short covering spurs relief rally, but even bulls may need caution
Indian stock markets closed higher on Friday. Nifty gained 0.99% and Sensex rose 0.95%. Market witnessed volatility throughout the week. Banking and financial sectors showed potential for growth. Nifty is expected to reach 25,120 soon. Foreign investors bought shares worth ₹1,795 crore. Domestic institutions purchased shares worth ₹300 crore. Global cues and bond yields impacted market sentiment.
Indian markets decline amidst US bond market sell-off and rising yields
Indian equity indices declined, mirroring a Wall Street sell-off triggered by rising US Treasury yields. The NSE Nifty and BSE Sensex both fell by 0.8%. Asian markets also largely weakened, influenced by the surge in 30-year US Treasury yields to an 18-month high amid concerns about the US debt burden and credit rating downgrade.
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What's causing profit decline in major broking firms?
Listed broking firms faced significant profit declines in the March quarter due to stricter regulations imposed by SEBI, including the scrapping of popular derivative products and reduced trading activity following a stock market downturn. These regulatory changes, such as uniform fee structures and true-to-label norms, impacted retail participation and increased transaction costs.
Emkay picks JK Cement, Motilal Oswal, 2 more small & midcap stocks. 4 reasons why
In a bullish relook at the small and mid-cap (SMID) space, Emkay Global has reiterated its constructive stance on Indian equities and picked four stocks as top SMID ideas.
Stocks to buy today: Tata Steel, KIMS among top 4 trading ideas for 22 May 2025
The Nifty futures ended Wednesday on a positive note, gaining 0.17% to close at 24,817 levels. Meanwhile, India VIX edged up by nearly 1%, settling at 17.55 in the previous trading session.
Will drone stocks continue to soar after recent military conflict?
Since the Pahalgam attack on April 22, Paras Defence and Space Technologies, Ideaforge Technology and Zen Technologies have soared 30-50%, amid a broader euphoria among defence-related stocks.
NFO Monitor: ICICI Prudential Mutual Fund launches Nifty200 Quality 30 Index Fund
ICICI Prudential launches Nifty200 Quality 30 Index Fund, a passive scheme tracking 30 high-quality stocks from the Nifty 200. Focused on strong fundamentals, it offers a rule-based, transparent approach for long-term wealth creation with no exit load.
NFO Alert: Union Mutual Fund launches Income Plus Arbitrage Active FOF
c, blending arbitrage and debt strategies for tax-efficient income. Targeting medium- to long-term investors, the fund offers dynamic allocation and aims to benefit from equity-like tax treatment amid falling interest rates.
27 equity mutual funds offer over 25% CAGR in both 3 and 5 years. Have you added any to your portfolio?
Twenty-seven equity mutual fund schemes have delivered over 25% CAGR in both three- and five-year periods, with HDFC Mutual Fund leading the pack. Funds like Quant Small Cap, Franklin India Prima, and Motilal Oswal Midcap stood out for their stellar performance. The analysis spans all equity categories and is based on regular, growth options—not a recommendation.
NFO Update: Nippon India Mutual Fund launches two new passive funds
Nippon India Mutual Fund has announced the launch of two innovative open-ended passive funds: Nippon India BSE Sensex Next 30 Index Fund and Nippon India BSE Sensex Next 30 ETF.
NFO Insight: Can Motilal Oswal Services Fund help you gain stability and long-term growth potential?
Motilal Oswal Mutual Fund introduces the Motilal Oswal Services Fund. The new fund offer is now open for subscription until June 3. This scheme invests in the growing services sector. It aims for long-term capital appreciation. Experts advise caution with new fund offers. They suggest considering existing funds with performance history. The fund targets India's services sector growth.
Stocks to buy or sell today: City Union Bank, GAIL among top 4 trading ideas for 21 May 2025
The Nifty futures ended in the red on Tuesday, declining by 0.78% to settle at 24,782 levels. Meanwhile, India VIX edged up slightly to close at 17.38 in the previous session.
Indices decline over 1% amid Covid-19 surge and foreign inflow concerns
Indian benchmarks experienced a decline of over 1% on Tuesday, driven by uncertainty regarding near-term market prospects and profit-booking after a recent rally. Ebbing foreign inflows and a surge in Covid-19 cases across India and Asia further contributed to the cautious market sentiment. Traders are also adding short positions, suggesting limited upside potential in the near future.
Railway stocks crack up to 6% amid broader market sell-off
Railway stocks fell sharply on Tuesday amid broad market weakness and profit booking, following a sharp rally in recent sessions. Shares of RITES, Titagarh Rail Systems, and Jupiter Wagons led the decline. The fall comes after strong gains driven by optimism over resumed railway orders and sector-specific ETFs delivering over 16% returns last week.
Stocks to buy today: Antique sees over 40% upside in Arvind Fashions; Motilal recommends buy on Amber Enterprises
Brokerage firms are optimistic about certain mid-cap companies after their Q4FY25 results. Antique, Nuvama, and Motilal Oswal suggest buying shares of Arvind Fashions, Galaxy Surfactants, and Amber Enterprises. These firms cite strong business performance and growth potential. Target prices are revised slightly, but stocks may increase by 19% to 46%.
Stocks to buy today: GAIL, Dixon Technologies among top 4 trading ideas for 20 May 2025
Indian market anticipates a positive trading session on Tuesday. This is due to encouraging global signals. Nifty futures saw a dip on Monday. Volatility increased as India VIX rose. Option data suggests a trading range. Experts recommend buying Divi’s Laboratories, Dixon Technologies, GAIL India, and ICICI Prudential Life. Foreign and domestic institutional investors showed caution on Monday with net selling.
Stock Radar: HAL breaks out from 8-month consolidation on daily charts; check target price & stop loss for long positions
Hindustan Aeronautics Ltd (HAL) broke out of an eight-month consolidation in May 2025, signaling a potential upward trend. Despite facing selling pressure after hitting a high in July 2024, the stock found support in March 2025 and reclaimed crucial moving averages.
NFO Update: Motilal Oswal Mutual Fund launches services fund
Motilal Oswal Mutual Fund launched a new equity scheme focused on India’s services sector. The NFO opens May 20 and closes June 3. It aims for long-term capital appreciation by investing across market caps in service-focused companies.
Railways PSU ETF delivers 16% in a week. Is this the right opportunity for portfolio diversification?
A railways PSU-focused ETF delivered a sharp 16% gain in just one week, as per ETMutualFunds analysis. The Groww Nifty India Railways PSU ETF rose 16.41%, while the corresponding index fund returned 16.35%. Both are benchmarked against the Nifty India Railways PSU Index – TRI, which surged 16.46%, reflecting renewed investor interest in the sector.
HAL shares eye crossing Rs 6,000 as analysts stay bullish despite Q4 profit dip — Should you buy, sell or hold?
Hindustan Aeronautics Limited shares may rise. Brokerage firms predict the stock will surpass Rs 6,000 soon. This forecast follows the company's recent financial results. While revenue and profit declined, they exceeded expectations. Nuvama and Motilal Oswal maintain a buy rating. Antique Stock Broking is highly bullish. They cite strong order inflows and modernization efforts as key drivers.
Stocks to buy today: D-Mart, DLF among top 3 trading ideas for 19 May 2025
Indian markets may consolidate on Monday amid mixed global cues. Nifty futures closed flat, while India VIX dropped over 2%. Analysts see a broader range of 24,500–25,500, with support at 24,850. Bank Nifty hit a record high, indicating bullish momentum. Experts recommend buying D-Mart, DLF, and Exide Industries for short-term gains.
Defence ETFs gain 17% in one week. Should you add to your portfolio?
Defence ETFs saw gains after Operation Sindoor. Groww and Motilal Oswal Defence ETFs rose significantly. A defence ETF fund of fund also showed strong returns. This surge is attributed to India-Pakistan tensions and government support. The defence budget has tripled in a decade. PM Modi emphasized self-reliance in defence. Experts advise diversified equity funds over single-sector investments.
F&O Radar | Deploy Bull Call Spread in Nifty for gains from bullish stance in volatile market
The Nifty index opened weak and remained volatile on Tuesday before slipping below 24,700, indicating profit booking after a sharp rally. Chandan Taparia of Motilal Oswal sees the broader trend as positive above key support zones. He recommends a Bull Call Spread strategy amid expected market volatility, with the immediate trading range seen between 24,400 and 24,800.
Defence ETFs gain up to 7% in two weeks amid India-Pakistan tensions
Defence sector-based ETFs gained up to 7% in the last two weeks amid the India-Pakistan tensions. There are two ETFs based on defence ETFs, and one is the ETF FoF.
Stocks to buy today: Titan, L&T among top 4 trading ideas for 12 May 2025
Indian market anticipates a positive trading session on Monday. This follows encouraging global market trends. Nifty futures experienced a slight dip, while India VIX saw an increase. Options data suggests a trading range between 23,700 and 24,700. Motilal Oswal recommends buying L&T, Titan Company and HAL. Bharat Forge is also a buy for F&O strategy.
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