![]() Exposure through Taurus’ funds could be a cause of concern but the overall impact on NAV attributable to decline in Adani group stocks seems to be in the range of 3%-7%,” adds Karkera. ![]() “So far as NJ MF is concerned, the highest exposure is through arbitrage funds which structurally limits the downside for investors. We have sufficient reason to believe that despite exposure being slightly on the higher side, because of favourable buying prices, negative impact on NAVs is fairly limited,” says Nirav Karkera, Head of Research, Fisdom. “For the funds managed by Quant MF, what matters is the price at which the holdings were built and if the current exposures are merely a result of mark-to-market increase in valuations from the point at which it was bought. What should you do if you are an investor in these schemes? Also Read | Adani Enterprises' fair value at ₹945, says valuation guru Aswath Damodaran – a detailed assessment of stock by him
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