Utkarsh Sharma’s Post

The ICICI Prudential Mutual Fund is currently offering a New Fund Offer (NFO) for their ICICI Prudential Equity Minimum Variance Fund, open from November 18th to December 2nd, 2024. This fund aims to generate long-term capital appreciation by investing in equity and equity-related instruments while minimizing portfolio volatility. The minimum investment is ₹5000, and the current NAV is ₹10. Download the app from #googleplaystore or #iphoneappstore for more updates or You can also scan the #QRCode given in the image... #investmentstrategy #gujaratistockmarket #stockmarketupdates #EconomyNewsGujarat #financialliteracy #weeklymarket #marketupdates

On Sunday, a news platform reported SEBI's search and seizure operations at Quant AMC's office, suspecting front-running activities. Quant AMC has confirmed receiving inquiries from SEBI and is cooperating fully. What is Front-Running? Front-running involves using non-public information to trade for personal gain before larger orders impact stock prices, creating an unfair market advantage. Historical Context: 1. 2020: SEBI fined entities for front-running trades by HDFC AMC. 2. 2022: Axis Mutual Fund faced significant outflows and stock price drops due to similar issues. Potential Impact: 1. Redemption pressure on Quant AMC's funds. 2. Selling pressure on stocks linked to the alleged front-running.

quant Midcap Mutual Fund's June Portfolio. NAV up 70.71% YoY and MoM they added ₹794 Cr+ in AUM. • Increased Reliance allocation. Remains largest holding. Allocation crosses 10%. • Massive buying in HDFC Bank, NHPC etc. • 2 new stocks added - Ramco & Kotak Bank. • Reduced position in NMDC, Vodafone etc. • Highest sector allocation - PSU. • Cash holding continues to go up from 2.59% (April) to 3.77% (May) to 5.72% (June)

This is for all the investors in Mutual Fund . Post 01st April you might be getting messages from your AMC's for Re-KYC . Some of you might be taking it lightly but mind it if your KYC document is not in line with new requirement then maybe your Online SIP may be stopped and you might not be able to do any transaction . I am sharing a detailed chart mentioning the various scenarios and action required #mfsahihai ,#amfi #kyc #rekyc

When I talk to different investors, there is a basic lack of awareness like the difference between a bank and an AMC (Asset Management Company). For an e.g., they know a XYZ bank and hence they also think that XYZ mutual funds they have invested in are also the products of XYZ Bank. But they are not. Take the example of HDFC, HDFC Mutual Funds is managed by HDFC Asset Management Company and not HDFC Bank, they are two separate entities. However, since they have a common promoter HDFC Limited, HDFC bank also works as an AMFI registered Mutual Fund Distributor, distributing HDFC MF Schemes. So, What is Asset Management Company (AMC)? AMC is a firm that invests pooled funds from clients and putting the capital to grow through different assets like stocks, bonds, real estate, gold, etc and create pooled structures such as mutual funds, index funds, or exchange-traded funds (ETFs). While Bank is with the objective of banking and provides facilities to its clients like CASA, FDs, various types of loans, Credit cards, Debit cards, etc. So, next time you invest in a MF scheme with same name as that of a bank, invest with this basic awareness. #investwithawareness #financialplanning #investmentplanning

Fund managers are the unsung heroes of the mutual fund industry. While many chase after the top-performing funds, few pause to consider whether those rewards are sustainable. Fund managers serve as the brains and hearts behind fund performance. The sheer scale of the industry enables them to assemble teams of research analysts, entrusted with the crucial task of managing investors' hard-earned money, regardless of its size. It seems trivial when investors base their decisions solely on expense ratios, neglecting the pivotal role of the fund manager behind the scenes. Rarely do clients conduct due diligence on the fund manager, focusing instead on short term returns. Shouldn't experienced fund managers, supported by extensive teams of analysts and robust risk management practices, deserve recognition for the consistent returns they generate? Consistency is paramount in the realm of active funds. Recently, I had the opportunity to engage with Mr. Sankaran Naren, the CIO of ICICI Prudential AMC Ltd Mutual Fund. He has been in the mutual fund space for the last 19 years and has 34 years of market experience. With an outstanding track record and almost 6 lakh crores under his management, his contributions to the industry are noteworthy. I encourage you to learn more about his accomplishments. #mutualfunds #investments #finance #fundmanagers

Thrilled to receive an award for exceeding targets in Mutual Fund & PMS Investments. With a passion for spreading financial awareness and a commitment to delivering exceptional service, I strive to empower clients to make informed decisions for their financial well-being. Let's continue to drive impact and help more individuals achieve their financial goals together. I extend my heartfelt thanks to ICICI Prudential AMC Ltd for recognizing my efforts and dedication. #FinancialEmpowerment #InvestmentSuccess #ClientCentricity"

⏳Just 2 day to go⏳ Just two day to as we’ll decode Q1FY25 and its impact. Don’t miss out on our comprehensive analysis with Shrikant Chouhan, Head of Research, Kotak Securities. 🗓Date: 20th August 2024 ⏰Time: 4 PM Register now 🔗: https://lnkd.in/dJhgbzrB #KotakSecurities #QuarterPerformance #Q1FY25 #ResultsReview #MarketOutlook #MarketPerformance #StockMarket #StockMarketIndia

What is the SBI Quant Fund all about? Ruchit Mehta, CFA, Head of Research, SBI MUTUAL FUND explains: Using an 8-10 year framework rooted in asset allocation & multi-factor models (growth, quality, momentum, value), this fund adapts to market changes for smarter investing. It relies on a framework that aims to shift across market factors in a dynamic and smooth manner.💡📈 📽️Watch the full interview and learn how it works! youtu.be/Q_wgTg1Dcu4 #ValueResearch #Investing #SBIQuantFund #StockMarket #ShareMarketIndia #MutualFunds

Watch out for a new scam in the stock market! Here's how it works: 1) You might see ads promising huge returns, like 10 to 30 times your investment. 2) You'll be invited to join a WhatsApp or Telegram group where people share screenshots of big gains. 3) They'll convince you to invest money, usually between 1 to 10 lakhs (1 million), into different bank accounts they specify. 4) You'll be told when to buy and sell stocks, but you won't have control over your investments – the sell button might be disabled. 5) At first, you'll see good returns, but they'll pressure you to invest more. 6) They might even lure you into investing in IPOs, promising big allocations. 7) Everything happens in their app, making it easy for them to manipulate numbers. 8) Eventually, you won't be able to withdraw any profits or your initial investment. This scam targets many people, taking small amounts of money from each. It's similar to past scams like emu farms and multi-level marketing. Here are some tips to stay safe: 1) Don't trust stock tips from WhatsApp, Telegram, or social media. 2) Avoid platforms that say you don't need a Demat account. 3) Stick to trusted trading platforms like ICICI Direct, Kotak Securities, and HDFC Securities. 4) If you don't understand the stock market, don't invest. 5) Invest small amounts regularly and avoid high-return schemes. 6) Multi-bagger schemes are risky and not for regular investors. 7) Don't introduce friends to these networks, even if you think you're helping them. 8) Only invest what you can afford to lose. 9) Avoid day trading unless you're prepared for losses. 10) Consider investing in mutual funds if you don't have time to learn about stocks. 11) Don't trade on margin or get involved in futures & options if you're not experienced. 12) If you're scammed, warn others to prevent them from falling victim. Remember, there's no easy way to get rich – it takes hard work and deep Knowledge.