Prabhakar Mishra’s Post

Individual investors sell almost 50% of the money they invested in IPOs, within a week of listing, according to a research paper published on Monday by the Securities and Exchange Board of India (SEBI). The paper titled “Analysis of Investor Behavior in Initial Public Offerings” explains investor decisions during an IPO. SEBI also found that individual investors exited the IPOs when they found a gain on listing and held their investments when returns were negative, calling this the disposition effect. The term is used to refer to a behaviour where an investor prematurely sells assets that have made financial gains and while holding on to assets that are losing money, according to the research paper.

Boost Your Portfolio with Dividend Yield Funds! Looking for a way to generate passive income while maintaining portfolio stability? Consider dividend yield funds. These funds invest in stocks that consistently pay dividends, offering both regular income and potential capital appreciation. Dividend yield is calculated by dividing a company’s annual dividend by its stock price. It is a key metric for side income focused investors. For example, a stock’s price is ₹1,000 with a ₹30 dividend then its dividend yield will be 3%, This can help protect your portfolio when markets get rough. With dividend yield schemes delivering 24.26% returns over the past three years (as of August 27, 2024), now might be the perfect time to add them to your portfolio. As we navigate a transition from higher to lower interest rates, these funds can offer stability and steady growth. #InvestmentStrategy #DividendYield #Finance #PortfolioManagement Chetana Chavan, Ph.D

Just analysed The Aditya Birla Sun Life : Large Cap fund. Launched in July 2016, the fund mandates at least 80% investment in large-cap stocks, offering stability for conservative investors. With total returns ranging from -90% to +900%, past performance showcases volatility. The fund's top sector weights include Financial, Technology, and Energy & Utilities, providing diversification benefits. Moreover, the fund's expense ratio, risk measures (including Sharpe Ratio and Beta), and tax implications on dividends and capital gains offer insights into its cost structure and risk-adjusted performance. Investors can benefit from tax exemptions on capital gains up to Rs. 1 lakh and tax rates of 10% or 15% based on the holding period. Considering the portfolio characteristics of 30 stocks with a focus on large-cap companies, investors can evaluate the fund's valuation through metrics like P/B and P/E ratios. The fund's passive management approach replicates the chosen benchmark index, the BSE 100 TRI, providing a transparent investment strategy. In conclusion, the Aditya Birla Sun Life BSE Sensex ETF presents a compelling option for long-term wealth creation, especially for those with a horizon of more than five years. Investors should conduct thorough due diligence, monitor performance regularly, and align their investment goals with the fund's objectives. #MutualFunds #InvestmentAnalysis #FinancialInsights #equityresearch

🚀 Discover the latest insights in our Mutual Funds Monthly Report! From strong returns to sectoral strategies, dive into valuable investment insights and stay ahead in the financial game. #MutualFunds #InvestmentAnalysis #FinancialInsights

Explore the process of stock selection from Rakesh Jhunjhunwala! Learn how to research, analyze and pick winning investments. #InvestingWisdom #InvestmentInsights #ValueInvesting #BusinessValuation #FinancialWisdom #StockValuation #SmartInvesting #FundamentalAnalysis #WealthCreation #Businessgrowth #StockMarketInsights #WealthBuilding #StockMarket #WealthCreation #RakeshJhunjhunwala

#IPO #Investment #Summary by Closing Dates (Indian Market) #IPOSeries May\24\p\5 This bar chart summarizes the investment required at #closingdates for the upcoming #IPOs in the Indian market. The data appears to be ongoing and up to date as of May 12, 2024. The chart separates #Mainboard and #SME companies. This cha rt appears to show application amounts that are relevant to #small HNIs (₹2-10 Lakh)) for #Mainboard companies and single applications for #SME companies. The source of the data in the chart is from Moneycontrol https://lnkd.in/dZK8HtRe It’s important to note that investors taking part in these IPOs can be categorized into four major groups: Qualified Institutional Buyers (#QIBs), Non-Institutional Investors (bidding over Ten Lakh Rupees - (NII (> ₹10 Lakh) ), Non-Institutional Investors (bidding over Two Lakh Rupees up to Ten Lakh Rupees - NII (₹2-10 Lakh), and Retail Individual Investors (#RIIs). Each category represents a different profile and level of participation. #IPO #StockMarket #India #Investment #MoneyManagement #Disclaimers I cannot verify the accuracy of the data in this chart. The information provided is for informational purposes only and should not be considered financial advice. Consult a qualified advisor before making any investment decisions. Always do your own research before investing in any IPO.

₹1oo lakh crore by 2030🤯? You read that right😌 A report by @AXIS_Capital says that the Indian mutual fund industry’s assets under management (AUM) are expected to double to ₹1oo lakh crore by 2030🚀 The report offers more interesting findings👇 📈Equity MFs & ETFs account for almost 70% of the overall industry AUM 📈Debt funds account for the remaining 30% 📈Only 24% of MF retail investors invest on their own while 76% of investors invest through MF distributors #mutualfunds

Mutual Fund (MF) is the most common investment product for Indian investors. Be it retail or HNI investors, wealth managers, investment product distributors, research analysts or fund managers, all have a keen interest in this instrument. In our new MF performance report series you get insights on performances for each MF category. You get to understand the distribution of returns - highest, lowest, average, median returns of mutual funds across categories and time periods. See where your investment stands compared to the entire pool. See which categories were able to beat the benchmark. In the ‘MF Performance Report May 2024’, we analyse: -Broadbased funds - Largecap, Midcap, Smallcap, LargeMidCap, Multicap, Focussed, Flexicap -Style Funds - Value, Contra, Dividend -Sectoral funds - BFSI, IT, FMCG, Infrastructure, Transport, Pharma, MNC, Energy 📍sign up for our newsletters on rule-based long-term investing & other market insights 📍explore our investment products tailored for superior, safe, consistent wealth creation (links in comment) #investing #finance #personalfinance #stockmarket

Mutual Fund (MF) is the most common investment product for Indian investors. Be it retail or HNI investors, wealth managers, investment product distributors, research analysts or fund managers, all have a keen interest in this instrument. We are starting a MF performance report series to give you insight on performances for each MF category. You get to understand distribution of returns - highest, lowest, average, median returns of mutual funds across categories and time periods. See where your investment stands compared to the entire pool. See which categories were able to beat the benchmark.  Key highlights of the April 2024 issue of the MF Monthly Report: 🖋All funds in broad categories (Large, Mid, Small, LargeMid, Multi, Focussed, Flexi) have delivered healthy returns over longer period  🖋Most funds in broad categories (except MultiCap) have underperformed their respective benchmark in both short and long term 🖋Value & contra funds outperformed benchmarks by significant margin across most periods 🖋BFSI & IT sectoral funds found it easier to outperform benchmark. However, sectoral funds saw higher volatility even in longer periods  Hope you find it valuable. Any suggestions? Please let know in comments. #MutualFunds #InvestmentAnalysis #FinancialInsights

𝗦𝗘𝗕𝗜 𝗥𝗲𝗰𝗼𝗴𝗻𝗶𝘇𝗲𝘀 𝗕𝗦𝗘 𝗮𝘀 𝗦𝘂𝗽𝗲𝗿𝘃𝗶𝘀𝗼𝗿𝘆 𝗕𝗼𝗱𝘆 𝗳𝗼𝗿 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 𝗔𝗻𝗮𝗹𝘆𝘀𝘁𝘀, 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗔𝗱𝘃𝗶𝘀𝗼𝗿𝘀 SEBI has designated the Bombay Stock Exchange (BSE) as the supervisory body for research analysts and investment advisers for five years, effective July 25, 2024. This move is to protect investor interests and promote market development. BSE will establish bylaws and SOPs for compliance. Fees for registration and renewal by the Research Analyst Administration and Supervisory Body (RAASB) and Investment Adviser Administration and Supervisory Body (IAASB) will remain fee-neutral. #finance #news #SEBI #BSE #MarketRegulation Source:- https://lnkd.in/dWAY66uf