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Equity Mutual Funds

Understanding recent changes to the BSE Sensex

Understanding recent changes to the BSE Sensex Marina Wealth As Indians get more comfortable with investing in equities we see large amounts of money being invested into Indian equities.  The most well-known representation of our market are the major indices – the BSE Sensex and

Global sell off – contagion effect

Global sell off - contagion effect Marina Wealth Today's market fall is possibly the result of the weakness seen in US markets overnight.  US equity markets have corrected more than 3% yesterday. Taking cue from there, Asian markets opened weak and Indian markets followed that.

India’s Largest Equity Oriented Fund – HDFC

India’s Largest Equity Oriented Fund – HDFC Balanced Advantage – An Overview Marina Wealth India’s largest equity oriented fund (more than 65% equity) in 2018 was HDFC Prudence with assets of Rs 36,000 crores in early 2018. It has now been renamed as HDFC Balanced

Importance of Long Term Perspective

Importance of Long Term Perspective Marina Wealth One of our oft-repeated themes is that it pays to just remain invested in good funds or direct stocks with a long term perspective. Recently Association of Mutual Funds India (AMFI) has released voluminous data on the holding

Acuwealth Advisors Half Yearly Update July 2018

Acuwealth Advisors Half Yearly Update July 2018 Marina Wealth Hello Everyone, We have completed the first half of 2018 this past weekend. And what a six-month period it has been! As we wrote in our 2018 welcome letter in January, various macro-economic factors have impacted

D-Mart IPO and its promoter

D-Mart IPO and its promoter Marina Wealth I like reading profiles of successful individuals in Business field.  If that person is also successful in investing career, there is double bonus to read the profile. Radhakrishan Damani (RK Damani) is the promoter of D-Mart (Avenue Supermarkets).

Note on the market fall – February 2016

Note on the market fall - February 2016 Marina Wealth The Indian stock markets fell continuously for almost the whole of last week and there is now anxiety all around.  It is natural to feel little jittery on account of this fall as an investor. 

Stay the course – ignore volatility

Stay the course - ignore volatility Marina Wealth Happy New Year 2016!! Its been a shaky start to the new year following a year where the broad NIFTY/Sensex gave the investors a negative return.  The markets returned -4.1% and -5% respectively in CY 2015. Over

Gold Monetization Schemes launched by the Scheme

Gold Monetization Schemes launched by the Scheme Marina Wealth Yesterday, the Government of India launched three gold related investment schemes.  They are:   1.  Gold Monetisation Scheme (GMS) 2.  Sovereign Gold Bond Scheme 3.  Gold Coin/Bullion Scheme   Gold Monetisation Scheme (GMS) - The scheme

Stay Calm, Stay Invested compared by markets

Stay Calm, Stay Invested Marina Wealth India is attractively placed compared to many other markets Indian Equity markets falls more than 3% Today morning whoever has been following the stock markets would have got a shocker with the Indian markets falling more than 3%.  In