Author: Charlotte

Quant Multi Asset Allocation Fund (earlier known as Quant Multi Asset Fund) has delivered the highest returns across key timeframes—3, 5, 7, and 10 years—among all multi asset allocation funds present during these periods, according to an analysis by ETMutualFunds.In other words, about six multi asset allocation funds have completed 10 years in the market, and Quant Mutual Fund’s scheme has ranked first across all timeframes.Also Read | Silver ETFs tumble up to 15% in 2 months, domestic pricing rule kicks in. What should you do?Based on the trailing returns, Quant Multi Asset Allocation Fund has offered 21.65% CAGR in…

At a time when geopolitical tensions are clouding global markets and unsettling investor sentiment, seasoned market participants are urging calm, discipline, and a long-term perspective.“First of all, let me tell you that this is not the first time we are facing a crisis. Crises were always different — 1998, 2000, 2008, 2020 — every time this was a different thing, and this is not different,” said DP Singh, Joint CEO, SBI MF, reflecting on the current environment in an interview with ET Now.He acknowledged that the ongoing geopolitical situation is beyond investors’ control, but highlighted the relative strength shown by…

Zhao Rongjing JunHe has recruited private equity lawyer Zhao Rongjing as a partner, based at the firm’s Shanghai and Hong Kong offices, and formalities relating to her partnership are currently being processed. Prior to joining JunHe, Zhao had been a partner at Morrison Foerster since 2023, practising private equity and M&A from the firm’s Beijing and Shanghai offices. Before that, she practised at Kirkland & Ellis’ Shanghai office from 2014 and was promoted to partner in 2018. Earlier in her career, she worked at O’Melveny at both its Los Angeles branch and Shanghai representative office. Zhao brings more than 15…

Key TakeawaysNearly all of the largest passive bond funds beat their peers in the first quarter, while just over half of the largest active bond funds did.Of the largest active bond funds, Strategic Advisers Fidelity Core Income Fund earned the best category ranking.Among the largest passive bond funds, the Vanguard Short-Term Inflation-Protected Securities ETF earned the best category ranking.Even as bond yields rose across the market in the first quarter, nine of the ten largest passively managed bond funds beat their peers. It was a mixed picture for active bond funds, though, with six of the ten largest outperforming their…

Bulgaria-based Sunotec getting equity investment from Blackstone SeeNews Source link

Mistrust Brews at Tata TrustsThe CEO of Tata Trusts, which is the majority owner of India’s largest business conglomerate, asked vice-chairmen Venu Srinivasan and Vijay Singh to resign last week, while concealing material information, the two prominent trustees have alleged, precipitating yet another round in what has been a series of infighting bouts at the high-profile public charitable trusts. Source link

Valuation, Growth Drivers Boost BSE Shares BSE Ltd. shares jumped nearly 4% on Monday, boosted by strong trading volumes. The exchange’s market capitalization reached approximately ₹1.19 trillion. Its current Price-to-Earnings (P/E) ratio stands around 55x, a significant premium over its historical 10-year average P/E of about 13.87. This valuation is considerably higher than its domestic rival, the National Stock Exchange (NSE), which trades at a P/E of roughly 39x. Major global exchanges like Nasdaq and Intercontinental Exchange typically trade in the 20-30x P/E range, showing BSE’s higher valuation. The recent momentum was significantly driven by HDFC Securities, which maintained an…

Stock market investing has evolved from a complicated activity that was reserved for seasoned professionals to something ͏anyone aspiring to ͏create long term wealth can take part in. Among the ͏innovations underpinning this shift is the concept of a Stock SIP (Systematic Investment Plan), an automated way to buy individual stocks or ETFs on a regular interval.Traditionally, SIPs are associated with mutual funds. But what if you could apply͏ the same disciplined approach directly to stocks and ETFs? What if you could automate those investments using UPI autopay infrastructure? That’s what Stock SIP with UPI Autopay on HDFC SKY is all about -…

Gold funds invest in and help protect money during market volatility.Quantum Gold Savings Fund Direct Growth is a great option. Its Net Asset Value (NAV) is Rs. 56.29, and AUM is about Rs. 512.38 crore. The fund has booked losses of 7.60% in 1 month, but generated 10.33% profits in 3 months. Over a longer duration, it offered 64.13% in 1 year, 33.81% in 3 years, and 26.00% in 5 years.Another strong fund is SBI Gold Fund Direct Growth. Its NAV is Rs. 44.83, and AUM is Rs. 15,700.40 crore. It delivered returns of -7.89% in 1 month, 10.25% in…

India’s investment ecosystem is witnessing a quiet yet powerful transformation — the rise of women investors. For decades, investing in financial markets was largely perceived as a male-dominated activity. Today, that narrative is changing rapidly. Women are increasingly taking charge of financial decisions, building long-term investment portfolios and shaping the future of wealth creation. Over the past decade, women have moved beyond their traditional role as custodians of savings to become active participants in wealth creation. Today, they account for nearly 25% of India’s equity investor base and influence around 33% of individual mutual fund assets under management. …