Founder of Marcellus Investment Managers, Saurabh Mukherjea, advises investors to identify businesses with unique skill sets and distinctive capabilities, and ones where the promoter is an honest person. He suggests investing in financial services platforms such as Prudent Corporate, as well as companies with high revenue growth, such as Divi's Labs and Dr Lal PathLabs, which have distinctive capabilities in their respective sectors. Mukherjea believes the direct-to-consumer (D2C) industry in India is causing erosion of moats in the FMCG market, making it a difficult industry to invest in.

The new rules come into effect from April 1 when mutual funds with less than 35% invested in equities will be taxed as short-term capital gains (STCG) based on income tax slab levels, similar to how bank FDs are taxed.

One of the problems with these stocks is that the regulator has been continuously cutting down on amount of profits they can make. So, the fees they can charge to clients have been cut down, then the additional fees they could charge to tier II, III cities has come down.

Investors who understand the business models of companies and see a clear path to profitability and revenues over the next few years should invest in high-growth companies like Zomato, Paytm and PolicyBazaar, says Nilesh Shah, CEO of Envision Capital. Shah believes such businesses are on track to become hyperscalers in India, and highlights PolicyBazaar, which aims to reach profits of INR10bn ($134m) by 2027, as a stock that could become a compounder with high annualised returns

So, while a rate hike is essential to bring inflation closer to the Feds 2% target, it would mean adding to the liquidity woes the banking system is currently experiencing.

For a 1-year perspective, invest in largecaps such as the Nifty or a basket of stocks from the Nifty, while midcaps and smallcaps are better suited for a 3-5 year view, according to Nilesh Shah, CEO at Envision Capital. He believes that stocks bought during IPOs could become profitable in five years' time. While echoes of the 2008 financial crisis are being heard, he says history will not repeat itself. Rather, he sees a 2013-type scenario with a possible extended period of consolidation.

HDFC AMC shares rallied 5 percent, the biggest single day gains August 16 last year, to close at Rs 1,764 and formed long bullish candle on the daily charts with above average volumes.

The Reliance stock holds the key. There was a huge volume spike on Friday or Thursday over the last quite a few months. That means smart people have bought and if Reliance stabilizes, that will be the first indication that yes the market is trying to sort of find its feet.

Adani Group said that its engagement with financial institutions over a petrochemical project at Mundra in Gujarat was still ongoing. The group said it is trying to secure financial closure for its project and the operations at the site will start after the closure.

GQG Partners has sold about 24.7 lakh shares or 1.16% equity in the company for nearly Rs 397 crore. The deal was executed at an average weighted price of rs 1,600.85 per equity share, according to bulk deal data.

Promoters held 62.78 per cent stake in the company as of 31-Dec-2022, while FIIs owned 12.09 per cent, DIIs 13.4 per cent.

HDFC AMC had in December 2022 notified the stock exchanges that the UK-headquartered company was planning to sell its entire stake

ICICI Direct is bullish on HDFC AMC recommended buy rating on the stock with a target price of Rs 2250 in its research report dated January 25, 2023.

HDFC Asset Management Company, incorporated in the year 1999, is a Large Cap company (having a market cap of Rs 41439.46 Crore) operating in Financial Services sector.

As of December 31, 2022, 66% of the companys total monthly average AUM is contributed by individual investors compared to 58% for the industry.In an exchange filing, the company said that it had a market share of 12.8% of the individual monthly average AUM in the industry, making it one of the most preferred choices of individual investors.

HDFC AMC has paid tax expenses of Rs 131.32 crore for the quarter ended December FY23, up from Rs 125.40 crore paid in similar quarter last year.

Maruti Suzuki India, Pidilite Industries, SBI Cards and Payment Services, United Spirits, Macrotech Developers, CG Power and Industrial Solutions Ltd. Indus Towers, TVS Motor Company, HDFC Asset Management Company, Colgate-Palmolive (India), UCO Bank Supreme Industries, Sona BLW Precision Forgings, Motilal Oswal Financial Services, Easy Trip Planners, PNB Housing Finance, and other domestic companies are set to declare the earnings

In the fiscal year 2022 (FY22), the stock brokerage firm Zerodhas net profit increased 87% to Rs 2,094.3 crore from Rs 1,122.3 crore in FY21, while operating revenue jumped to Rs 4,963.7 crore from Rs 2,728.9 crore in the same period, according to its audited financial statement filed with the Ministry of Corporate Affairs (MCA).

​I think the only issue largely is the continental Europe where the outlook is still quite hazy which contributes about 50% kind of an overall revenue mix.

Let us understand what are the reasons why these particular groups rerate because there was the underlying value in the business. There were inefficiencies in terms of capital allocation, cost structures, and those were easy pickings but it still needs to be done.

Buy HDFC Asset Management Company at a price target of Rs 2600.0 .

​So I would say that let us not write off these companies, they are in a very high growth zone and you could be surprised on the kind of numbers they can report on top line basis and some of the other quantitative and qualitative matrices on which we judge these companies.

"I will still bet more on the M&M than Tata Motors because the latter is more international and internationally, the demand seems to be coming down. India seems to be doing better and M&M actually has that. But it is not just the car company. It has got the ownership of everything else. There is a bunch of new small things that add up here. We have bought it because we like the car company but also this growth in some of the industrial and the ancillary units. "

Officials close to the development said internal approvals are in and Tata has received in-principle nod from the other big investor in the AMC - global investment management firm T Rowe Price Group, which holds around 23%.

In terms of shares, now LIC holds 1.93 crore shares in HDFC AMC, which were worth Rs 4,359.4 crore at Thursday's closing price.

The one smallcap stock that stole the heart of most of the fund houses was Bikaji Foods. The top 4 funds bought shares of the company worth more than Rs 100 crore in November, according to the data compiled by Systematix Shares & Stocks.

Mutual funds owning shares of Medanta chain of hospitals operator Global Health includes Axis Mutual Fund, Franklin Templeton, Kotak, Motilal Oswal and HDFC AMC. Shares of the hospital stock are trading higher by over 34% from its IPO issue price of Rs 336.

HDFC Asset Management Company, incorporated in the year 1999, is a Large Cap company (having a market cap of Rs 47732.32 Crore) operating in Financial Services sector.

We have collated stocks from various experts for traders who have a short-term trading horizon.