VIRAJ GANDHI
NFO Alert: Samco Mutual Fund launches large & mid cap fund
Samco Mutual Fund introduces SAMCO Large & Mid Cap Fund. The new fund offer begins on June 5 and closes on June 19. This fund combines large-cap stability with mid-cap growth. It uses the C.A.R.E. Momentum Strategy. The fund invests in the top 250 companies. Minimum investment is Rs 5,000 or Rs 500 via SIP.
Sensex soars 10,000 points from April lows. But India Inc’s Q4 numbers expose cracks in market rally
Despite the Sensex's impressive 10,000-point surge, Q4 earnings growth for Nifty companies is a modest under 6%, raising concerns about market valuations. While the market anticipates a strong FY26, analysts caution about global economic uncertainties and potential EPS downgrades. Midcaps and smallcaps outperformed, but overall, earnings need to catch up to justify current market highs.
Lumpy valuations and slower EPS growth could cap market upside: Viraj Gandhi of SAMCO MF
Viraj Gandhi of SAMCO Mutual Fund suggests that Indian markets, despite nearing lifetime highs, may experience a range-bound movement due to stretched valuations and moderate earnings growth. He emphasizes that a sustained bull run requires stronger fundamentals and a valuation reset.
Financial stocks may continue to outperform, Viraj Gandhi explains why
Our portfolios were positioned in favour of debt/arbitrage or gold since the last few months as the market downturn commenced. But since a few days markets have started showing short-term strength, hence we have increased our equity exposure. The pro-active nature of our funds and various hedging tools enable us to tweak our portfolios very efficiently on a daily basis.
Sensex jumps 6,000 points in 6 days as FOBI turns into FOMO. Still hoarding cash under your pillow?
The Sensex has surged nearly 6,000 points in six sessions, with Nifty hitting a three-month high as FII inflows top Rs 16,600 crore. Bank and financial indices hit fresh highs, volatility cools, and market sentiment shifts from FOBI to FOMO. While Nomura and fund managers are turning bullish, experts advise caution amid global risks and stretched valuations.
April Fools' shock: Worst financial year start for Sensex since 2020 crash. A harbinger of trouble?
Market observers cite U.S. President Donald Trump’s anticipated tariff announcements on April 2 as the key factor driving market uncertainty. "If the tariffs are less severe than expected, sectors linked to global trade, such as pharmaceuticals and IT, could see a rally. However, if the measures are harsh, we may face another round of correction," said Dr. VK Vijayakumar.
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FY26's hottest investment theme? SAMCO Mutual Fund CEO Viraj Gandhi says consumption is a must-watch
In FY25, 58 equity mutual funds delivered double-digit returns, while 242 out of 268 posted gains. However, 26 funds recorded negative returns, eroding investors’ wealth on lump sum investments. This highlights the importance of fund selection in market fluctuations.
S Naren’s warning impact? Smallcap mutual fund inflows decline 35% in February
Small-cap mutual fund inflows fell 35% month-on-month to Rs 3,722 crore in February, down from Rs 5,720 crore in January, amid S. Naren’s caution on small- and mid-cap stocks. However, yearly inflows remain 27% higher than February 2024. Experts believe the post-COVID rally in small-cap schemes has paused, signaling a shift in investor sentiment.
NFO Update: Samco Mutual Fund launches large cap fund
SAMCO Mutual Fund launches the Samco Large Cap Fund, an open-ended equity scheme investing in top 100 large-cap stocks using its proprietary C.A.R.E. momentum strategy. The NFO runs from March 5 to March 19, focusing on stable, growth-driven opportunities.
Donald Trump presidency could have a mixed impact on Indian stocks: Viraj Gandhi, Samco MF
Donald Trump's presidency could cause volatility for Indian sectors facing tariffs, but long-term geopolitical positioning favors India. Mixed Q3 earnings are expected, with IT and Pharma likely performing well. Lower large-cap valuations and targeted fiscal measures could boost the economy, focusing on consumption and investment continuity.
Thematic funds lose some charm in Nov, SIPs maintain flows
Systematic investment plans (SIP) stayed stable even as total flows to growth-oriented funds shrank 14%, to ₹35,943 crore, from October's ₹41,887 crore.
Fund Manager Talk | Defence and rail PSU stocks fall up to 40%. Viraj Gandhi on what should investors do?
The multi cap category's market share has increased from 2.5% in November 2021 to nearly 6% by August 2024. Over the last 36 months, this category has grown at the quickest rate.
NFO Update: SAMCO Mutual Fund launches multi cap fund
Samco Mutual Fund launched a multi-cap fund, investing across large-cap, mid-cap, and small-cap stocks. The NFO is open from October 10 to 24.
MF Talk: Showing signs of maturity! Retail & HNI investors bought during June 4 selloff: Viraj Gandhi
The expectation of Modi-led government to form with a majority was the major factor and also new fund offers (NFOs) during the month which mobilised fresh Rs 10,140 crores which helped in record flows for the month of May 2024.
Fund Manager Talk | Chances of downside surprise in Nifty higher after elections: Viraj Gandhi, SAMCO Mutual Fund
CEO Viraj Gandhi of SAMCO Mutual Fund provides insights on market impact, sector preferences, and future trends including the renewable energy sector's growth in FY25.
Samco Mutual Fund launches Special Opportunities Fund
The fund is designed to capitalise on identifying the market opportunities, aiming for long-term capital growth through undervalued or overlooked opportunities, according to a press release by the fund house.
ETMarkets Fund Manager Talk: Reduced exposure in most equity schemes since December as valuations stretched: Samco MF
Samco MF has reduced equity exposure since December but CEO Viraj Gandhi remains positive on India's prospects and optimistic on earnings growth in FY25 . Green energy, select PSUs, pharma, autos, private banks are seen as future opportunities. Gandhi says, India's macro factors and interest rate outlook are favorable for investors.
ETMarkets Fund Manager Talk: Valuations stretched, but still see lot of strength in mid/smallcap stocks: Viraj Gandhi, Samco MF
Samco Mutual Fund believes that there is still momentum in the small and midcap space despite the pace of inflows slowing down in midcap and smallcap funds. Valuations in the midcap and smallcap space are stretched, but there are still investment opportunities in niche NBFCs, specialty chemicals, auto and auto ancillaries. Thematic funds have gained traction due to geopolitical factors. Key factors to watch in Q2 earnings include IT companies that are not facing weaknesses and improvements in the margins of manufacturing, automobiles, and FMCG sectors.
Samco Mutual Fund launches SAMCO Active Momentum Fund
The fund manager for SAMCO Active Momentum Fund is Paras Matalia, a seasoned investment professional with a deep understanding of momentum-based strategies. With his expertise and experience, Matalia will oversee the fund's investment decisions and work towards maximizing returns for investors.
Retail investor puzzled by mkt volatility? SIP flows slow down but stay above Rs 13K cr in Feb
“Though markets remain volatile, retail investors seem to be more attracted towards mutual funds..Valuations in small caps have reached an attractive level and the same has been reflected in a better inflow of Rs 2,246 crores in the segment,” Kumar, head of investment advisory at Geojit Financial said.
Playing smart! Mutual fund investors booked profits at high but raised the bar on SIPs
“November data shows largecap category witnessed redemption of Rs 1,038 crore on one side, while on theother side, midcap category saw inflows of Rs 1,176 crore and smallcap funds received Rs 1,378 crore,” said Viraj Gandhi, CEO, Samco Mutual Fund.
Piramal Critical Care partners with Medivant Healthcare to supply injectable drugs in US
Piramal Critical Care on Wednesday said it has partnered with US-based pharmaceutical outsourcing facility Medivant Healthcare to address severe shortage of injectable drugs in hospitals across the United States.
Private banks under-reporting NPAs may lose premium edge
Investors will now look at Yes Bank, ICICI Bank and Axis Bank with a different lens after they under-reported their NPAs by 1% to 4% in the fiscal ended March 2016.
Yes Bank stock will get next legup only when QIP is done: Viraj Gandhi, Samco Securities
“The next leg of up move will be sustainable only if the bank is able to garner the funds from outside the market in a short period of time which we are expecting to go through this time despite the valuations discomfort which happened last time.”
Overall balance sheet of the merged SBI entity will be very healthy: Viraj Gandhi, Samco Securities
There is not much scope for appreciation or depreciation for any of the banks which are listed at the current point of time
It’s a buy and hold on SBI: Viraj Gandhi, Samco Securities
As far as SBI associates merger is concerned, the book is getting cleaned up on the associate sides which fares well for SBI over a period of time
Merger of 4 PSU banks with PNB will help new entity take on foreign competition: Viraj Gandhi, Samco Securities
Oriental Bank of Commerce, Allahabad Bank, Corporation Bank and Indian Bank merging with PNB will form a better balance sheet and also will have a lot of bargaining power to against all the international banks which are flowing into India
Foreigners stay with HDFC Bank, bet on ADRs, futures after hitting FII stock cap
While HDFC Bank’s stock closed at Rs 835.50 on the BSE on Friday, its ADR closed with apremium of more than 17% at about Rs 981
Govt discloses names of 18 persons in black money cases to Supreme Court
After resisting for more than three years, govt revealed names of 18 persons in SC who allegedly stashed black money with LST bank in Liechtenstein.
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