PSU FUNDING

ETMarkets Smart Talk: Too many funds, too many switches? The real cost of over-managing your portfolio, Kaustubh Belapurkar decodes

Investors often underperform mutual funds due to poorly timed decisions like frequent switching and chasing trends, creating a "return gap." Kaustubh Belapurkar advises diversifying, automating tasks, and avoiding volatile funds to improve returns. Despite recent dips in equity inflows, strong market performance and continued SIP investments signal resilience, though thematic fund popularity raises concerns about timing risk.

These 9 banking stocks can give more than 26% returns in 1 year, according to analysts

Yes, on Tuesday, it was banking stocks that led the market decline. But if you look at their overall performance over a period of time, they have been outperformers. As they are heavily owned by FIIs, they come under pressure when selling increases. That, however, does change the reality that their balance sheets are far better placed than they were just three years ago. And in the case of some banks, the painful process of valuation readjustment is also over. Time to take a closer look at these stocks.

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.

Over 260 debt mutual funds beat fixed deposits rate in 2 years. Should you switch?

With SBI slashing FD rates and over 260 debt mutual funds outperforming them in the last two years, experts suggest debt funds now offer a more attractive, tax-efficient alternative for low-risk investors. Categories like short-duration, medium-duration, and gilt funds stand out, especially amid easing interest rates and shifting RBI policy, making them viable options over traditional fixed deposits.

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.

BSE and Adani Enterprises among stocks that HDFC Mutual Fund bought and sold in April

HDFC Mutual Fund, India’s third-largest by AUM, added BSE and 469 other stocks to its portfolio in April while trimming holdings in Adani Enterprises and 119 others, as per Prime Database. Key additions included Power Grid, HDFC Bank, and Eicher Motors, while reductions were seen in IRCTC, HAL, Trent, SBI, IndusInd Bank, and Tata Consumer Products.

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.

Margin pressure to continue, banks with improved fee income will fare better: Rajneesh Karnatak, Bank of India

Internationally, we are present in 15 countries - US, UK, France, Belgium, Singapore, Japan, New Zealand and Africa, and so on. The GDP in these countries is much less compared with India. When India's GDP is growing at a faster pace, my domestic book will always grow faster, says Rajneesh Karnatak, managing director and chief executive of Bank of India.

Railways stocks: Will they prove the analysts wrong? 7 stocks: 2 with buy recos, 1 hold, 4 with sell recos

The growth of a sector is impacted by many factors. In some, growth is purely a function of one factor: Government spending. Railways is one such sector, and all the growth companies in the sector saw in recent years was because the government had upped spending. Now, the question is: Will railway stocks, which saw a sharp increase in valuations from 2023 to mid-2024, see another round of upward movement? Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardized scores. SR+ Reports is a complimentary offering to ETPrime members.

IRFC shares rally 6% after government nod for Rs 10,000 crore deep-discount bond issue

IRFC surged 6.4% after receiving government approval to raise Rs 10,000 crore via deep-discount bonds. This marks a strategic funding shift as IRFC diversifies beyond railways into power and infrastructure. The move reflects growing PSU interest in zero-coupon instruments despite past investor hesitancy with similar offerings.

Airtel, Infosys drag Sensex by over 300 points; Nifty tests 25,000 level

Both benchmark indices hit seven-month highs on Thursday. This week alone, the Nifty has climbed nearly 4.5%, while the Sensex is up around 4%. They now sit just 4.6% and 4% below their record highs reached on September 27, 2024.

Bullish on PSU Banks and Cement; avoid IT stocks: Dipan Mehta

Dipan Mehta from Elixir Equities suggests considering Motilal Oswal among brokerages. He advises avoiding software services due to potential policy impacts. Mehta recommends overweighting PSU banks and cement sectors. He remains positive on Zomato for the long term. Bharti is favored among large-cap stocks. Mehta also sees potential in specialty chemical companies like SRF and Navin Fluorine for investment opportunities.

Defence stocks now expensive; time to be selective: Dipan Mehta

If you are invested, remain invested. But at these levels and at these valuations, if you take a fresh position, I am not sure it will give you the best returns or at least will not outperform going forward.

Total amount collected through SIP in April rises to its highest in 2025 so far: ICRA Analytics

Despite market fluctuations, Indian retail investors are increasingly confident in SIPs, with April 2025 collections reaching ₹26,632 crore, the highest since January. This represents a 2.72% increase from March, highlighting a commitment to long-term wealth creation. ICRA Analytics suggests investors view downturns as opportunities to accumulate more mutual fund units.

Sensex jumps 500 points higher, Nifty tops 24,750; IT, financial stocks lead gainers

Indian markets surged as Sensex and Nifty50 opened higher, buoyed by financial and IT stocks, following lower-than-expected U.S. and domestic inflation data. Rate cut hopes were fueled by India's retail inflation easing to a six-year low. While global factors and FII flows remain concerns, experts suggest potential rate cuts could further boost the market.

ETMarkets PMS Talk | Auto Components, Textiles, REITs: Where green portfolio sees dividend-driven value, says Sreeram Ramdas

Green Portfolio's Dividend Yield Fund achieved a 17.3% net return in FY25, driven by diesel engine manufacturers and REIT investments, despite tariff tensions. The fund strategically avoids PSUs, focusing on private companies with high growth potential in the small and mid-cap space. Looking ahead to FY26, the fund is optimistic about manufacturing-led growth, particularly in auto components, chemicals, and textiles.

These 7 banking stocks can give more than 26% returns in 1 year, according to analysts

When you look at the Q4 numbers of the banking sector as a whole, the quality of loan books has improved. Credit growth has not been as good as expected, but there were no big slippages either. Things have, on the whole, been better. Even in the current phase of correction, a large number of banks have been able to outperform the market, both by falling less when the indices moved south, and moving up sharply as they recovered. Is a part of this related to the fact that banking is largely a domestic play?

4 equity mutual fund categories offer over 30% average return in 5 years

Sensex soars 2,975 points, Nifty tops 24,900 after India-Pak ceasefire: 7 factors why Dalal-Street rose today

Stock Market Today: Indian equities rebounded strongly on Monday, fueled by easing India-Pakistan tensions and optimism surrounding U.S.-China trade talks. The Sensex surged by 3.79%, and the Nifty50 climbed 3.9%, driven by broad-based buying across sectors. Record mutual fund inflows and an upgrade to India's sovereign credit rating further boosted investor confidence.

LIC MF's Sumit Bhatnagar bets on smart beta schemes as ETF inflows hit Rs 19,000 cr in April

Also, Smart Beta and Factor – Based ETFs that use investment factors such as value, momentum, or low volatility for index construction rather than traditional market capitalisation, are garnering investor attention as well.

Updated LTCG and STCG capital gains tax table by income tax department: Check the tax rates for equities, foreign currency bonds and more

The Income Tax Department has updated capital gains tax rates, differentiating between long-term (LTCG) and short-term (STCG) gains across asset classes. Effective July 23, 2024, LTCG on certain securities will be taxed at 12.5%, and STCG at 20%. Taxpayers should note that standard deductions under sections like 80C and 80D are not applicable against capital gains.

Geopolitical uncertainty looms, but history favors market recovery post-war: Punita Kumar Sinha

Of course, shorter-term, immediately, it all depends on how the war situation evolves. But I would say that if the stock market correct meaningfully from here, then investors should buy and that would mean FIIs or domestic both would probably use this dip or correction to buy for the long term.

Every second FII dollar now chasing financial stocks: Should you join the stampede?

Foreign investors are bullish on Indian financials, injecting ₹23,000 crore in April's second half, favoring banks amid improved margins and stable asset quality. While IT, auto, and metals face outflows, capital goods, telecom, and oil & gas attract interest. Experts advise selective optimism, noting potential margin pressures despite a positive outlook for large private banks.