rat Vidhansabha Election 2017 mate Matdar Jagruti ange.
As we enter the new financial year, with the indices at an all-time
high, many mutual fundinvestors are wondering what funds to add to
their portfolio. With valuations ruling at record-high
and earnings taking time to catch up, wealth managers believe that the
year going forward will be a stock pickers' market."In the coming
financial year, there is likely to be a dispersion in corporate
earnings. At this point of time, when the dispersion in growth and
valuation is heightened, a market-cap bias is not relevant," says
Roopali Prabhu, head of investment products at Sanctum Wealth.She
recommends investors to go for fund managers who can actively pick
stocks and generate higher alpha.Here are some equity funds which
Sanctum believes investors could add in the coming year. The fund
managers' focus on picking up stocks at attractive valuations and focus
on companies which not only give high returns on capital employed but
also generate consistent and incremental cash fl ows has paid off. This
has resulted in superior performance over the last three years. While it
has a mandate to invest across market capitalisation, its portfolio
currently leans towards large-caps. Typically large-caps make up 75% of
the portfolio, but with the rise in the markets, large-cap weight is
higher by 5-10% than its peers.
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