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  3 pillar model promises superior dynamic asset allocation
Axis MF’s new Dynamic Equity Fund adopts a 3 pillar model as opposed to the conventional P/E based approach to asset allocation, which its back testing establishes offers a superior investment experience as it blends fundamentals with market technicals as well as market risk parameters, to allow more dynamism in the asset allocation decisions.

Is RGESS better than ELSS for a first time equity investor?
RGESS funds, which are treated as country cousins of ELSS funds by our industry, may actually be a sensible option for risk averse first time equity investors seeking a tax break, given the large cap orientation of these funds

  This product is suitable for first time MF investors
IFAs have historically not warmed up to the Cap Pro category as much as banks and NDs have – Pradeepkumar believes the category warrants IFAs’ consideration as a low risk investment that can provide long term stability to client portfolios.

Get ready for a secular bull run
Demonetization can leave a deflationary impact over the next 2 quarters, which will affect many sectors in the near term. But, Nilesh asks us to look beyond, to understand the deep structural impact that GST and demonetization will have on our economy over several years – an impact that will set the tone for a secular bull run in the years ahead.

  Regressive? Maybe. Practical solution? YES!
Discussing the launch of Motilal Oswal’s Dynamic Equity Fund which auto-allocates across debt and equity on the basis of the MOVI model, Aashish is his usual forthright self in discussing the role of this solution in delivering superior investor experiences.

Irrespective of cycles, there are enough opportunities to make money
Raamdeo Agarwal gives us crisp responses to 5 key questions that are top of mind for distributors on the market situation.

  New CEO aims to double AuM next year
Swarup Mohanty is setting a cracking pace for Mirae Asset upon his elevation to the top job. His immediate aim: to more than double the AuM from 3000 crs to USD 1 Bn (6800 crs) by next year.

This tax season – review, reflect and resolve!
Don’t wait for frantic calls from clients towards the end of the financial year for tax related investments. Kailash Kulkarni says just as you advise your clients to start early, so should you – in terms of alerting them to complete their tax planning related investments.

  Begaani shaadi mein Abdulla diwana!!
The old Hindi muhavara that Nilesh Shah, Kotak MF, has chosen as the title for this article that he authored in light of the current market volatility, neatly sums up the situation for Indian markets

Acche din ahead or only bak bak?
Jim Rogers gave an interview recently where he said that the Modi Government has done nothing but talk, and went on to talk about his disappointment with the Indian equity story. Nilesh disagrees on both counts and provides lucid rebuttals in an open letter to Jim

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