Super 15: They fell less in selloff, gained more in rebound

THE ECONOMIC TIMES Fri, May 08, 2020 | 08:21 AM IST ET Investment Opportunities

Super 15: They fell less in selloff, gained more in rebound Many megacaps have rallied up to 50 per cent from their March lows. This smallcap is making a splash & Big Bull is buying it Mutual Funds hiked their holdings to 15 per cent from 13.56 per cent in this stock. FPIs dumped everything, but went gung-ho on two sectors Most analysts have advised investors to be careful in picking stocks from both sectors. Biggest FIIs bullish on banks and Indian consumers The fund had nearly Rs 70,000 crore exposure to Indian equities at the end of Jan-March quarter.

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Top Mutual Funds SCHEME NAME RATING 1 M(%) 6 M(%) 1 YR(%) 3 YRS(%) Axis Bluechip Fund Direct Plan-Growth 1.12 -16.16 -5.07 8.31 Axis Bluechip Fund-Growth 0.99 -16.66 -6.20 6.86 Canara Robeco Bluechip Equity Fund Direct-Growth 4.20 -13.92 -5.10 4.93 Canara Robeco Bluechip Equity Fund Regular-Growth 4.10 -14.46 -6.28 3.71 HDFC Index Sensex Fund-Growth 4.53 -22.86 -17.48 2.40 FeaturedAxis Long Term Equity Direct Plan-Growth ★★★★★ 3.25 -18.73 -7.93 4.79 Start SIP

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Rs 3.25L cr money manager swears by debt fund opportunity Debt Mutual Funds on an average have given an annualised return of 9.90 per cent in last 3 years. Growth or value? Bharat Shah tells you how & where to invest Shah said one can predict the rationality of value, but can’t predict the irrationality of fear. Global exposure a must to create robust alpha: Shankar Sharma Sharma told investors to not limit themselves to equity alone while going into global investing. 7 stocks that can deliver in a rough environment In the current uncertain scenario, when many stocks are at multi-year lows and finding opportunities is challenging, identifying resilient stocks and riding them in a rough environment like this will be rewarding and exciting. ICICI Securities tries to spot such resilient companies based on their technical framework. Here are its top picks:

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Recovery to be slowest in realty, capital goods & infra: Prasad In last two months, we have upgraded as many as 38 stocks, says MD, Kotak Institutional Equities. Cannot say markets have bottomed out: Nilesh Shah Cheaper valuation probably pulled some people to buy in April, says MD of Kotak AMC.

Real Estate News

EY lists recommendations to revive real estate post Covid-19 EY said that developers will now have to aggressively invest in building seamless end-to-end digital journeys for customers, employees and channel partners.

Covid lockdown: The grim reality of NCR realty Migration of labour has further compounded problems for builders, who expect it will require 2-3 months to mobilise workforce once lockdown is lifted. Even half-complete projects would be difficult to finish by December this year.

Residential property prices down 2-9%: Magicbricks The survey indicated that both these markets are likely to be slightly less affected by the lockdown when compared with cities like Ahmedabad and Kolkata.

MahaRERA to hear only urgent cases during lockdown This will be done with all staff working digitally during this period. The working of MahaRERA from May 18, will be decided only after further review and subject to further directions from state and central government, the regulator said in a statement.

Prospective homebuyers prefer pvt builders, govt authorities "COVID-19 has changed buyer preferences with more people now preferring risk-free investments. 62 per cent prospective buyers prefer to buy a home from leading developers with least project execution risks even if the property is relatively higher priced," Anarock said in a report.

NFO – Non FMPs Fund Name Category Type Open Close Min Inv More >>

Views and Recommendations

Buy Ultra-Tech Cement, target price Rs 4,725: ICICI Securities 08 May, 2020, 08:09 AM IST The brokerage believes UltraTech can sustain its FY20 Ebitda margin led by turnaround of Century Cement, various cost efficiencies, benign input costs and firm pricing. Buy Neutral on Persistent Systems, target price Rs 570: Macquarie 08 May, 2020, 07:59 AM IST Stability in growth of the top client is necessary to improve revenue growth and margins significantly from current levels, said Macquarie. Neutral Buy Rallis India, target price Rs 280: Investec 08 May, 2020, 07:51 AM IST With a narrowed focus on a specific sub-segment of exports and the global major’s desire of de-risking from China, Rallis should be able to scale-up exports, said Investec. Buy Buy Adani Ports, target price Rs 386: CLSA 08 May, 2020, 07:43 AM IST The company hopes to hike tariffs by 2-3 per cent during FY21 and to add new efficiency-linked rail handling charges at the Mundra Port to improve realisations, said CLSA. Buy

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