Bajaj finserv Multi Asset Allocation Fund

This document provides information about the IDFC Dynamic Equity Fund, including its features, fund managers, asset allocation, sector allocation, and outlook. The key points are: - The fund uses a dynamic model to determine equity allocation between 30-40% based on the trailing P/E of the Nifty 50 index. Higher P/E means lower equity allocation. - As of December 2020, the fund's gross equity allocation was 66.44% and net equity was 37.14%. The largest sector allocations were to software, banks, and finance. - The fund maintains a quality focus for stocks and aims to benefit from economic recovery by investing in sectors like small caps that may outperform.

This document provides an overview of the DSP Multicap Fund NFO. It is an open-ended equity scheme that will invest across large cap, mid cap and small cap stocks in India. The fund will follow a multicap approach to take advantage of investing in winners across different market capitalization ranges. It highlights that investment styles, sectors and market caps tend to rotate in terms of performance, so a multicap strategy can help capture upside from various segments over time. The document outlines the fund's investment framework, stock selection process, portfolio construction approach and criteria for exiting investments. It also discusses current market conditions and recommends systematic investment options like SIPs for investing in the fund.

The document summarizes a panel discussion on various asset classes for investment - equity, debt, and gold. It provides an overview of the current outlook and risks for each asset class according to the panel speakers. For equity, the panelists noted strong economic growth prospects but also risks from COVID variants. For debt, they discussed the shifting global policy landscape and rising inflation. The panel suggested an asset allocation approach with 12% in emergency funds, 20% in gold funds, and 80% in equity funds. It concluded with a Q&A session covering various topics related to investing in each asset class.

(An open-ended Target Maturity Index Fund investing in constituents of CRISIL IBX 70:30 CPSE Plus SDL - April 2025. A moderate interest rate risk and relatively low credit risk) Portfolio will consist of AAA rated Central Public Sector Undertakings & SOV-rated SDL securities. #Subject to debt taxation, please refer SID for more details

This document provides an overview of the DSP Banking & Financial Services Fund, an open-ended equity scheme that invests in the banking and financial services sector. It discusses how banking and financial services have existed for thousands of years and outlines the growth opportunities in the sector given increasing financialization of savings in India. The banking and financial services sector has largely grown faster than the overall economy and outperformed the broader market on a long-term basis, though it has underperformed recently. The fund believes this presents a reversal opportunity.

This document provides information on DSP's index funds that track the Nifty 50 and Nifty Next 50 indices. It discusses the advantages of passive index funds such as lower costs and market-matching returns. It highlights the relevance of index funds today given reduced outperformance by active funds. It also profiles the Nifty 50 and Nifty Next 50 indices, including their historical performance and sector/company diversification. The document recommends these index funds for first-time investors, those seeking market exposure at low cost or core portfolio allocation.

UTI Equity Savings Fund provides capital appreciation and income distribution using arbitrage opportunities, equity related instruments and debt/money market instruments. Visit Now.

This document provides an overview of the ICICI Prudential Dividend Yield Equity Fund. It discusses why investing in dividend yielding stocks may provide opportunities given the current market environment. The fund aims to invest at least 80% of assets in companies with dividend yields greater than the CNX Nifty Index. It describes the fund's investment approach, screening process, risk management process and portfolio management team. Key details about the fund such as investment objective, options available, minimum investment amounts and benchmark are also summarized.

This document discusses diversification across different asset classes like equity, debt and gold. It highlights that a single investment cannot meet all requirements, so there is a need for diversification. Asset allocation aims to balance risk and reward by allocating funds according to goals and risk tolerance. Diversification provides benefits like managing cyclicality of asset classes and investor behavior. Different asset classes are affected differently by economic events. The document also provides examples of diversified hybrid funds offered by ICICI Prudential Mutual Fund that invest in various asset classes.

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- DSP Small Cap Fund is an open-ended equity scheme predominantly investing in small cap stocks, with an investment horizon of over 5 years. - Small cap stocks typically have high risks and volatility, but may provide higher returns over the long run if able to successfully transition to mid and large caps. Active management is important for small caps due to low research coverage and risks. - DSP Small Cap Fund has outperformed its benchmark and category average over the long term due to its focus on microcap stocks and experience with active management in small caps. However, short term performance can be volatile.

- DSP Small Cap Fund is an open-ended equity scheme predominantly investing in small cap stocks, with an investment horizon of over 5 years. - Small cap stocks typically have high risks and volatility, but may provide higher returns over the long run if able to identify multi-bagger stocks. Active management is important for small caps due to low liquidity and research. - DSP Small Cap Fund has outperformed its benchmark over long periods due to its focus on microcap stocks and active management, though short-term performance can be volatile.

This document provides an overview and outlook of the IDFC Multi Cap Fund. Some key points: - The fund invests across large cap, mid cap, and small cap stocks in the Indian market with equal weights currently. - It focuses on companies that are in sectors where organized penetration is increasing and brand conversion will drive long term growth. The fund favors stocks that generate positive cash flow and improve their return on capital employed. - Top holdings are in banks, consumer non-durables, consumer durables, finance, software, auto ancillaries, pharmaceuticals, and industrial products. - If economic recovery remains robust and interest rates don't rise aggressively, small caps could benefit the most according

Through this deck, find how to navigate uncertainty with prudent asset allocation by dividing investments across equity, debt and gold asset classes to help achieve your goals and minimize downside risks www.quantumamc.com

The document discusses the IDFC Core Equity Fund, a large and mid cap equity fund that invests in both large and mid cap stocks. It aims to provide the steady returns of large caps with the higher growth potential of mid caps. The fund uses a 3-factor model to identify quality stocks with strong cash generation, high returns on capital, and manageable debt levels. Currently, it has a cyclical sector bias and overweight positions in sectors like cement and IT. The fund performance has outpaced benchmarks over the past 1 and 3 years.

IDFC Core Equity Fund is an open-ended equity scheme that invests in both large and mid-cap stocks. The fund aims to provide the steady returns of large caps along with the higher growth potential of mid caps. It uses a 3-factor model to identify quality stocks with strong cash generation, high returns on capital, and manageable debt levels. Currently, the fund focuses on analyzing financial track records, relative value, and sector outlooks. It has a larger allocation to cyclical sectors compared to its benchmark index and is overweight in sectors like cement and information technology.

The document discusses various topics related to mutual funds in India including the concept, structure, benefits, disadvantages, top performing funds from 2020-2021, and points to consider when investing. It provides details on the 3-tier structure of mutual funds in India comprising sponsors, trustees, and asset management companies. The benefits of investing in mutual funds include diversification, expert management, liquidity, and tax efficiency while disadvantages include lock-in periods and costs. Top performing funds over various time periods are listed in categories such as large cap equity, mid cap equity, and debt funds. Graphs also compare the performance of sample funds. The document emphasizes investing for the long term through SIP and choosing funds based on one's risk appetite and financial

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