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Periodic Report

Published on Friday, April 19th, 2024

Bajaj Auto Leads Growth, ICICI Securities Soars, T...

Opening Bell:  Gift Nifty is down by 290.5 points in the early morning trade, indicating a negative opening for Indian stock market Asian markets saw a downtrend on Friday, following the overnight downturn on Wall Street and inflation figures from

Momentum Sustains - April 2024

Published on Wednesday, April 17th, 2024

GDP Growth Estimates Surpass Expectations GDP growth for Q3FY24 is the highest growth witnessed in the last six quarters GDP...

Watch Out – March 2024

Published on Monday, March 18th, 2024

GDP Growth Estimates Surpass Expectations GDP growth for Q3FY24 is the highest growth witnessed in the last six quarters GDP...

Fast Lane - February 2024

Published on Monday, February 19th, 2024

A Closer Look at Valuation Concern Here's the rationale behind justifying the current market valuations Factors driving the market's premium...

Starting Strong - January 2024

Published on Wednesday, January 10th, 2024

Asset Class & Style Returns A merry conclusion to 2023 with strong performances across asset classes; growth style dominated in...

Navigating Optimism - December 2023

Published on Monday, December 18th, 2023

Fundamental Tracker Key Themes to Navigate in the Economic Landscape Key Themes/ideas Capex 5G Roll Out Make in India Cyclicals...

Maintain Caution - November 2023

Published on Friday, November 17th, 2023

Letter To Investor With the onset of the festive season in October 2023 Indian equity markets faced resistance due to...

Cautious Stance - October 2023

Published on Tuesday, October 17th, 2023

Letter To Investors The market bounced back to positive territory in September 2023 after crossing the historic levels of 20,000...

Suit Up - September 2023

Published on Monday, September 18th, 2023

Letter To Investors After five consecutive months of gains, August brought about a significant shift in market sentiment, as the...

Runway Clear - August 2023

Published on Wednesday, August 16th, 2023

Letter To Investors The Indian stock market has maintained its upward trajectory, with the Nifty 50 and S&P BSE Sensex...

Charging Ahead – July 2023

Published on Monday, July 17th, 2023

Letter To Investors Dear Investor, June 2023 witnessed a continuation of the bullish trend in the Indian stock market, with...

Gaining Momentum - June 2023

Published on Friday, June 16th, 2023

Letter to investor Dear Investors, Greetings! We're thrilled to bring you another edition of The Capview, brimming with exhilarating insights...

Standing Tall - May 2023

Published on Monday, May 15th, 2023

Letter To Investor Dear Investors, I hope this letter finds you in good health and spirits. As promised, we are...

Hold On.

Published on Friday, April 5th, 2024

RBI Monetary Policy Committee Meeting Update Executive Summary Monetary Policy Committee Rates and stance maintained. No change. Focus remains on...

Investor Vs. Election

Published on Thursday, March 28th, 2024

Valuable Insights From The History Discipline investors emerged as the ultimate winner Consistent Market Performance: Regardless of election outcomes, the...

SEBI diktat on mid and smallcaps: MF positioning

Published on Friday, March 1st, 2024

Consistent, High Inflows Observed in Smallcap & Midcap Categories Since FY20 Source: Fisdom Research. Portfolio data as of January 2024....

NVIDIA Up 16%

Published on Friday, February 23rd, 2024

Impact On Mutual Funds Nasdaq exposure to NVIDIA Nvidia's Stock Surge:  Shares increased by 16% after surpassing Wall Street predictions....

Paytm Share Price Fall & Its Impact on MF Inve...

Published on Tuesday, February 20th, 2024

Context RBI has put a placed operational restrictions on Paytm Payments Bank Ltd. (PPBL) Event Timeline: RBI Restricts Paytm Payments...

Prime Five 🎯

Published on Thursday, February 8th, 2024

🔝 Strategically selected, superiorly positioned Recap: Past Model Portfolios Our recommended portfolios are outperforming the Nifty 50 TRI index despite...

No Surprises

Published on Thursday, February 8th, 2024

RBI Monetary Policy Committee Meeting Update Executive Summary Monetary Policy Committee Rates and stance maintained. No change. Focus remains on...

RBI Action on Paytm Payment Bank

Published on Saturday, February 3rd, 2024

Impact on Mutual Funds In the mutual fund industry, only 0.06% of the total equity assets under management (AUM) are...

INTERIM BUDGET FY 2024-25

Published on Friday, February 2nd, 2024

A Snapshot: Government Finances Source: Budget documents, ministry of finance. Data as of 01st Feb 2024 The Surprising Deficit Turnaround...

Zee-Sony Merger: A Long Lost deal

Published on Wednesday, January 24th, 2024

Executive Summary In a significant turn of events, Zee's shares experienced a sharp decline of over 30% in a single...

HDFC BANK CRASHES ON THE BOURSES; TAKES KEY INDICE...

Published on Friday, January 19th, 2024

IMPACT ON MUTUAL FUND INVESTORS Executive Summary Steep decline in HDFC Bank share prices in reaction to the recent quarterly...

MF Industry Insights 2023

Published on Tuesday, January 9th, 2024

Midcap & Smallcap Outshines 2024 Outlook: Large-cap-oriented categories may make a comeback. Source: ACE MF, Fisdom Research Key Factors Behind...

Mutual Fund Industry FactBook – April’24

Published on Tuesday, April 16th, 2024

Mutual Fund Industry AUM at All-Time High MF IndustryMar-24Mar-23ChangeIndustry AUM (in Crores)₹ 53,40,195₹ 39,42,03135.47%Equity Oriented AUM (in Crores)₹ 23,48,949₹ 15,17,08254.83%Fixed...

Mutual Fund Industry FactBook – March’24

Published on Wednesday, March 13th, 2024

Mutual fund Industry AUM at All-Time High MF IndustryFeb-24Feb-23ChangeIndustry AUM (in Crores)₹ 54,54,214₹ 39,46,25738.21%Equity Oriented AUM (in Crores)₹ 23,12,396₹ 15,25,01351.63%Fixed...

Mutual Fund Industry FactBook – January’24

Published on Friday, January 12th, 2024

Mutual Fund Industry Crosses The Historic – Rs 50 Trillion Mark Highlights: 2023 was an eventful year as the mutual...

Mutual Fund Industry FactBook – December’23

Published on Monday, December 11th, 2023

MF Industry At a Glance Highlights   Nov-23 Nov-22 Change Industry AUM (in Crores) ₹ 49,04,992 ₹ 40,37,561 21.48% Equity...

Mutual Fund Industry FactBook – November’23

Published on Monday, November 13th, 2023

MF Industry At a Glance Highlights   Oct-23 Oct-22 Change  Industry AUM (in Crores) ₹ 46,71,688 ₹ 39,50,323 18.26% Equity...

Mutual Fund Industry FactBook – October’23

Published on Friday, October 13th, 2023

MF Industry At a Glance Source: AMFI, Fisdom Research. Mutual Fund Industry AUM To Bank Deposits MF AUM is now...

Mutual Fund Industry FactBook – September’23

Published on Thursday, September 14th, 2023

Mutual Fund Highlights Key HighlightsMutual Fund AUM at 46.6 Tn. Surges by 18.5% YoYEquity mutual funds have been pivotal in...

Mutual Fund Industry FactBook – August’23

Published on Saturday, August 12th, 2023

MF Industry Crosses Rs. 46 trillion mark Months AUM (In Tn.) Growth Trajectory Jul-2013 ₹ 8 -- Jul-2014 ₹ 10...

Mutual Fund Industry FactBook – July’23

Published on Tuesday, July 11th, 2023

The mutual fund industry AUM overview MF AUM hits a record high of over Rs. 44 trillion for the first...

Mutual Fund Industry FactBook – Jun’23

Published on Wednesday, June 14th, 2023

The mutual fund industry AUM overview MF AUM hits a record high of over Rs. 43 trillion for the first...

Mutual Fund Industry FactBook – May’23

Published on Monday, May 15th, 2023

The mutual fund industry AUM overview It hits a record high of over Rs. 41 trillion for the first time...

Mutual Fund Industry FactBook - Apr’23

Published on Saturday, April 15th, 2023

AUM Study Mutual Fund Industry AUM grew by 5% in FY 23; Inflows remain almost flat Year AUM (INR Cr)...

  • Daily Reports

Bajaj Auto Leads Growth, ICICI Securities Soars, T...

Published on Friday, April 19th, 2024

Opening Bell:  Gift Nifty is down by 290.5 points in the early morning trade, indicating a negative opening for Indian...

  • Daily Reports

Infosys' Strong Result, JSW Energy's Surge, Bharti...

Published on Thursday, April 18th, 2024

Technical Overview – Nifty 50 Initially, the Nifty50 witnessed a gap opening above 22,200 levels and recorded its day high...

  • Daily Reports

Infosys Collaboration, Tata communication Earnings...

Published on Thursday, April 18th, 2024

Opening Bell:  Gift Nifty is up by 19.0 points in the early morning trade, indicating a positive opening for Indian...

  • Daily Reports

Bharti Hexacom Surges on 'Buy' Rating, LTI Mindtre...

Published on Tuesday, April 16th, 2024

Technical Overview – Nifty 50 Nifty continues to tumble as the carnage at Dalal Street knows no bounds. The Benchmark...

  • Daily Reports

Jio Financial Ventures with BlackRock, Cipla's Str...

Published on Tuesday, April 16th, 2024

Opening Bell:  Gift Nifty is down by 181.0 points in the early morning trade, indicating a negative opening for Indian...

  • Daily Reports

BJP Manifesto Boosts Energy Stocks, Aster DM Healt...

Published on Monday, April 15th, 2024

Technical Overview – Nifty 50 The Nifty50 witnessed a gap-down opening after a weekend and traded in a lower high...

  • Daily Reports

TCS Reports Growth, Anand Rathi Wealth Sees Profit...

Published on Monday, April 15th, 2024

Opening Bell:  Gift Nifty is down by 124.0 points in the early morning trade, indicating a negative opening for Indian...

  • Daily Reports

CAMS Gains on RBI Approval, Neuland Labs Surges on...

Published on Friday, April 12th, 2024

Technical Overview – Nifty 50 The Nifty50 witnessed a gap-down opening after a holiday and traded in a lower high...

  • Daily Reports

TCS Earnings Release, Phoenix Mills Growth, L&...

Published on Friday, April 12th, 2024

Opening Bell:  Gift Nifty is down by 45.5 points in the early morning trade, indicating a negative opening for Indian...

  • Daily Reports

Interglobe Aviation Hits All-Time High, Ramco Syst...

Published on Wednesday, April 10th, 2024

Technical Overview – Nifty 50 The Nifty50 on 10th April witnessed a gap opening taking the clues from the global...

  • Daily Reports

Paytm Investor Interest Surge Executive Change; In...

Published on Wednesday, April 10th, 2024

Opening Bell:  Gift Nifty is down by 5.0 points in the early morning trade, indicating a negative opening for Indian...

  • Daily Reports

Infosys Upgraded, Ajmera Realty surges, Gland Phar...

Published on Tuesday, April 9th, 2024

Technical Overview – Nifty 50 The Nifty50 witnessed a gap-up opening on 9th April and recorded its life high at...

Sectoral Trends & Patterns – April 2024

Published on Monday, April 1st, 2024

Sectoral Technical Outlook (1/2) Index NameTrendPattern/FormationStrategyRealtyThe index is in a pullback mode and prices are retesting their resistance levels on...

Sector Scan: Technical Edition

Published on Wednesday, March 20th, 2024

Realty Sector Top Five Nifty Realty Index Constituents The underlying stock has achieved outstanding returns over the past year. Stock...

Sectoral Trends & Patterns – March 2024

Published on Wednesday, March 6th, 2024

📈Sectoral Technical Outlook (1/2) Index NameTrendPattern/FormationStrategyRealtyIndex on the weekly time frame is trading in a higher high higher low formation...

Sectoral Trends & Patterns – February 2024

Published on Friday, February 2nd, 2024

📈Sectoral Technical Outlook (1/2) Index NameTrendPattern/FormationStrategyRealtyReached above its overbought zoneBearish dark cloud cover candle stick patternTrade within the Range between...

Sectoral Trends & Patterns - January 2024

Published on Monday, January 1st, 2024

Sectoral Technical Outlook (1/2) Index NameTrendPattern/FormationStrategyRealtyPerceptual bullish trendMultiyear rectangle pattern breakoutPartial long at current levels, another half at dip near...

Annual Picks 2024

Published on Monday, January 1st, 2024

1. GLENMARK CounterGLENMARK LTP 854Call50% at dip near 807Target 11100Target 21150Stop Loss645Time Horizon1 YearNotes-- Glenmark is focused on developing and...

Sectoral Trends & Patterns - December 2023

Published on Tuesday, December 5th, 2023

Realty Highlights: INDEX witnessed a multiyear rectangle pattern breakout on the monthly time frame 18.3% returns for November 2023 The...

Sectoral Trends & Patterns - November 2023

Published on Thursday, November 23rd, 2023

Realty Highlights: Index has given a bullish falling channel pattern breakout Source: BSE, Fisdom Research 4.8% returns for October 2023...

Sectoral Trends & Patterns - October 2023

Published on Sunday, October 22nd, 2023

Utilities Highlights: Index has retested its breakout levels and seems to have completed the throwback of the pattern 9.2% returns...

Sectoral Trends & Patterns - September 2023

Published on Thursday, September 21st, 2023

Utilities Highlights: Index on weekly time has witnessed a consolidation breakout after a brief consolidation -0.6% returns for August 2023...

Sectoral Trends & Patterns - August 2023

Published on Monday, August 21st, 2023

Realty Highlights: INDEX on the weekly chart has witnessed a rectangle pattern breakout 9.0% returns for July 2023 NIFTY REALTY...

Sectoral Trends & Patterns - July 2023

Published on Friday, July 21st, 2023

Realty Highlights: The index on the weekly chart continues to move higher post triangle breakout 8.6% returns for June 2023...

Large Caps in Limelight

Published on Saturday, April 13th, 2024

The year 2023 witnessed a remarkable performance in the Indian stock market, particularly in the small-cap and mid-cap segments. Both...

From Reflection to Action: Building a Winning Port...

Published on Sunday, April 7th, 2024

As we step into the new financial year, investors find themselves at a crucial juncture, poised to reassess their investment...

  • Weekly Reports

MF overseas investments at halt

Published on Saturday, March 30th, 2024

In recent times, the landscape of overseas investments has witnessed significant developments, particularly concerning mutual funds and the Liberalised Remittance...

Rebalancing Small and Mid caps?

Published on Saturday, March 23rd, 2024

Recently, the mid and small-cap segments have witnessed a significant shift, prompting investors to reassess their investment strategies. Here's a...

  • Weekly Reports

Hot or Not? MFs pare stake PSU Stocks

Published on Saturday, March 16th, 2024

On March 13, many small companies faced significant challenges, although this isn't always evident from overall market indices. While larger...

  • Weekly Reports

Tata Group Stocks Surge Amidst Expectations of Tat...

Published on Saturday, March 9th, 2024

In a recent flurry of market activity, shares of several Tata Group companies experienced a significant uptick in their prices,...

  • Weekly Reports

New Entertainment Behemoth Born!

Published on Saturday, March 2nd, 2024

In the words reminiscent of Sherlock Holmes, "the game is on." The Indian media and entertainment landscape witness a seismic...

  • Weekly Reports

Hits and Misses: A Deep Dive into Q3FY24 Earnings ...

Published on Sunday, February 25th, 2024

The Q3FY24 earnings season has been a moment of reckoning for corporate India, marking a pivotal juncture following the exuberant...

  • Weekly Reports

Published on Saturday, February 17th, 2024

The mutual fund industry in India witnessed significant growth and notable shifts in investor behaviour during January 2024. Amidst robust...

Infra sectors’ investment pipeline

Published on Saturday, February 10th, 2024

Infrastructure forms the backbone of a nation's progress, and in the case of India, the road and highway sector stands...

  • Weekly Reports

India's Interim Budget 2024 - A Balancing Act of F...

Published on Saturday, February 3rd, 2024

The Union Budget presented by Finance Minister Nirmala Sitharaman serves as a nuanced and strategic move by the government, defying...

  • Weekly Reports

A Signal for Bond Investment Revival

Published on Saturday, January 27th, 2024

India's 10-year government bond yields had been on a rollercoaster ride, hitting a nearly 4-month low on January 15, 2024....

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