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…fund with a much higher NAV. Valuation belongs to the portfolio’s holdings and earnings, rather than the denomination of the fund unit. What the value factor looks for SBI describes a rules-based approach using earnings-to-price,…
Read the articleNot necessarily. A concentrated group can drive much of the aggregate change, while other companies grow more slowly. Forecasts and reported results must be separated, and large accounting adjustments can change comparisons.…
Read the article…and weights. First channel: the securities in your portfolio If a scheme holds a falling overseas security directly, the price movement can affect its NAV according to the weight and valuation timing. It is not necessary for an…
Read the article…One account line may represent several underlying portfolios. That can reduce the number of transactions an investor manages directly. It does not remove the equity, interest-rate, credit or other risks inside those portfolios.…
Read the article…more names than a fifty-stock benchmark. But a portfolio’s exposure is determined by money weights. Combining the two can leave far more money in the shared businesses than a simple count suggests. What is new about this product…
Read the article…receiving cash, allocating that cash to a particular portfolio and distributing it to eligible investors are different subsequent questions. The exact sequence depends on the instrument, scheme arrangements and further…
Read the article…gives investors a useful opportunity to think about portfolio overlap. Owning a second fund does not necessarily add a second source of risk. If the underlying securities are similar, a new account line can simply increase…
Read the article…not confirm an open NFO, final expenses or a live portfolio. The scheme and benchmark documents must establish the precise investment exposure. The name makes an important distinction worth explaining: a commodities equity index…
Read the article…citing NSDL data, records ₹44,166 crore of foreign-portfolio-investor equity outflows so far in October. Outlook Money identifies the same cumulative figure as the total through 9 October. NDTV reports roughly ₹3.04 lakh crore of…
Read the article…investors often miss Start with a hypothetical portfolio value of 100. A 30% decline takes it to 70. A subsequent 30% gain takes it to 91, because the gain is calculated on the reduced base. Two moves of the same percentage in…
Read the article…Consider a deliberately hypothetical fifty-company portfolio. Suppose ten large companies account for 70% of its value and the remaining forty account for 30%. If the first group gains 10% while the second loses 5%, the portfolio…
Read the article…too broad to describe the effect on an entire equity portfolio. The useful starting point is the business’s position in the value chain. The September figures show the unevenness The update reports food prices rising 3.8%,…
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