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Monthly Equity Outlook For August 2022 By Sorbh Gupta, Quantum Mutual Fund Below is Monthly Equity Outlook - August 2022 by Sorbh Gupta, Fund Manager- Equity, Quantum Mutual Fund Equity Markets managed a splendid recovery in the month of July-22. S&P BSE SENSEX moved up by 8.71% on a total return basis in the month.It has been a global rally with S&P 500 & MSCI World Index moving up by 9.2% and 7.9% respectively. The MSCI EM Index was however a drag with a negative return of -0.17% due to the underperformance of Chinese stock. The broader market has b...
Monthly Equity Outlook For August 2022 By Sorbh Gupta, Quantum Mutual Fund
Monthly Equity Outlook For August 2022 By Sorbh Gupta, Quantum Mutual Fund
Source: Quantum Mutual fund
11/08/2022 5:34:08 PM
Monthly Equity Outlook - July 2022 By Sorbh Gupta, Quantum Mutual Fund Below is Monthly Equity Outlook - July 2022 by Sorbh Gupta, Fund Manager- Equity, Quantum Mutual Fund S&P BSE SENSEX declined by -4.47 % on a total return basis in the month of 2022. It has outperformed developed market indices like S&P 500 (-8.2%) and Dow Jones Industrial Average Index (-6.56%). S&P BSE SENSEX has also outperformed MSCI Emerging Market Index (-6.62%). The broader market has been weaker, S&P BSE Midcap Index has declined by -6.00% for the month & S&...
Monthly Equity Outlook - July 2022 By Sorbh Gupta, Quantum Mutual Fund
Monthly Equity Outlook - July 2022 By Sorbh Gupta, Quantum Mutual Fund
Source: Quantum Mutual Fund
12/07/2022 4:47:49 PM
Monthly Equity Outlook - June 2022 by Sorbh Gupta, Quantum Mutual Fund Below is Monthly Equity Outlook - June 2022 by Sorbh Gupta, Fund Manager- Equity, Quantum Mutual Fund S&P BSE SENSEX declined by -2.16 % on a total return basis in the month of May 2022. It has underperformed developed market indices like S&P 500 (+0.18%) and Dow Jones Industrial Average Index (+0.32%). S&P BSE SENSEX has also underperformed MSCI Emerging Market Index (0.46%). The broader market has been weaker, S&P BSE Midcap Index has declined by -5.5% for the month &a...
Monthly Equity Outlook - June 2022 by Sorbh Gupta, Quantum Mutual Fund
Monthly Equity Outlook - June 2022 by Sorbh Gupta, Quantum Mutual Fund
Source: Quantum Mutual fund
10/06/2022 2:25:57 PM
Equity Outlook for May 2022 By Mr. Sorbh Gupta, Quantum Mutual Fund S&P BSE SENSEXdeclined by -2.5% on a total return basis in the month of April 2022.It has outperformed developed market indices likeS&P 500 (-8.71%)and Dow Jones Industrial Average Index (-4.82%).S&P BSE SENSEX has also outperformed MSCI Emerging Market Index (-5.55%).The broader market was much more resilient, S&P BSE Midcap Index has increased by 1.33% for the month &S&P BSE SmallcapIndex gave a monthly return of 1.43%. Power sector was the biggest outperformer se...
Equity Outlook for May 2022 By Mr. Sorbh Gupta, Quantum Mutual Fund
Equity Outlook for May 2022 By Mr. Sorbh Gupta, Quantum Mutual Fund
Source: Quantum Mutual fund
10/05/2022 2:53:05 PM
Quote on Market fall on surprise RBI rate hike By Sorbh Gupta, Quantum AMC Below is quote on market fall on surprise RBI rate hike By Sorbh Gupta, Fund Manager- Equity, Quantum AMC RBI’s surprise move on increasing the repo rates today is an acknowledgment of inflation becoming a more important variable in policy decisions than growth. It will not have an immediate bearing on growth in inflation but it is an indication of things to come. These types of events will come & go multiple times in an investor’s journey to achieving financial g...
Quote on Market fall on surprise RBI rate hike By Sorbh Gupta, Quantum AMC
Quote on Market fall on surprise RBI rate hike By Sorbh Gupta, Quantum AMC
Source: Quantum AMC
4/05/2022 4:36:09 PM
Monthly Equity View April 2022 By Mr. Sorbh Gupta, Quantum Mutual Fund Monthly Equity View- April 2022 The S&P BSE SENSEX moved up by 4.12% on a total return basis in the month of March 2022. It has outperformed developed market indices like S&P 500 (3.71%) and Dow Jones Industrial Average Index (2.45%). S&P BSE SENSEX has also sharply outperformed MSCI Emerging Market Index (- 2.25%). S&P BSE Midcap Index has increased by 3.29% for the month thereby underperforming the SENSEX. However, S&P BSE Smallcap Index performance was much b...
Monthly Equity View April 2022 By Mr. Sorbh Gupta, Quantum Mutual Fund
Monthly Equity View April 2022 By Mr. Sorbh Gupta, Quantum Mutual Fund
Source: Quantum Mutual Fund
11/04/2022 4:34:41 PM
Equity Outlook for March 2022 By Mr. Sorbh Gupta, Quantum Mutual Fund Monthly Equity View – March 2022 S&P BSE SENSEX fell by -2.9% on a total return basis in the month of February 2022. It has outperformed developed market indices like S&P 500 (-3.00%) and Dow Jones Industrial Average Index (-3.29%). S&P BSE SENSEX has also outperformed MSCI Emerging Market Index (-3.0%). The broader market has underperformed the S&P BSE Sensex marginally, this month. While S&P BSE Midcap Index has declined by -4.8% the S&P BSE Smallcap Inde...
Equity Outlook for March 2022 By Mr. Sorbh Gupta, Quantum Mutual Fund
Equity Outlook for March 2022 By Mr. Sorbh Gupta, Quantum Mutual Fund
Source: Quantum Mutual Fund
11/03/2022 5:12:02 PM
ELSS –Tax Saver & Wealth Creator By Sorbh Gupta, Quantum Mutual Fund ELSS –Tax Saver & Wealth Creator How can you invest and save tax? How does an ELSS (Equity Linked Savings Scheme) have an edge over other tax-saving instruments?What factors should you consider when choosing an ELSS fund? These were the questions answered by Sorbh Gupta, Fund Manager, Equity, Quantum Mutual Fund,at the webinar held recently to help investors make an informed decision about their year-end tax-saving needs. “You can broadly classify tax saving funds u/s 8...
ELSS –Tax Saver & Wealth Creator By Sorbh Gupta, Quantum Mutual Fund
ELSS –Tax Saver & Wealth Creator By Sorbh Gupta, Quantum Mutual Fund
Source: Quantum Mutual Fund
8/03/2022 2:17:32 PM
Monthly Equity View February 2022 By Mr. Sorbh Gupta, Quantum Mutual Fund Monthly Equity View- February 2022 S&P BSE SENSEX fell by -0.38% on a total return basis in the month of January 2022. It has outperformed developed market indices like S&P 500 (-5.17%) and Dow Jones Industrial Average Index (-3.24%). S&P BSE SENSEX has also outperformed MSCI Emerging Market Index (-1.89%). The broader market has underperformed the S&P BSE Sensex marginally, this month. While S&P BSE Midcap Index has declined by -1.4% the S&am...
Monthly Equity View February 2022 By Mr. Sorbh Gupta, Quantum Mutual Fund
Monthly Equity View February 2022 By Mr. Sorbh Gupta, Quantum Mutual Fund
Source: Quantum Mutual Fund
14/02/2022 2:27:47 PM
Monthly Equity View February 2022 By Mr. Sorbh Gupta, Quantum Mutual Fund Monthly Equity View- February 2022 S&P BSE SENSEXfell by -0.38% on a total return basis in the month of January 2022.It has outperformed developed market indices likeS&P 500 (-5.17%)and Dow JonesIndustrial Average Index (-3.24%).S&P BSE SENSEX has also outperformed MSCI Emerging Market Index (-1.89%). The broader market hasunderperformed theS&P BSE Sensexmarginally, this month. WhileS&P BSE Midcap Index has declined by -1.4% the S&P BSE Smallcap Index was down -0...
Monthly Equity View February 2022 By Mr. Sorbh Gupta, Quantum Mutual Fund
Monthly Equity View February 2022 By Mr. Sorbh Gupta, Quantum Mutual Fund
Source: Quantum Mutual Fund
10/02/2022 4:23:02 PM
Equity Outlook for 2022 By Mr. Sorbh Gupta, Quantum Mutual Fund Below is the Equity Outlook for 2022 by Mr. Sorbh Gupta- Fund Manager- Equity, Quantum Mutual Fund. The year 2021 started with a sense of hope with an expectation of end game for pandemic & related economic woes with the proliferation of the vaccines. Little did we know that 2021 had in store for us a bigger Covid-19 wave (or perhaps Tsunami is a better word). April-21, May-21 & June-21 again saw lock downs & restrictions on mobility albeit less severe than the p...
Equity Outlook for 2022 By Mr. Sorbh Gupta, Quantum Mutual Fund
Equity Outlook for 2022 By Mr. Sorbh Gupta, Quantum Mutual Fund
Source: Quantum Mutual Fund
30/12/2021 2:14:03 PM
Monthly Equity Market Commentary By Mr. Sorbh Gupta, Quantum AMC Below is quote on Monthly Equity Market Commentary by Mr. Sorbh Gupta- Fund Manager- Equity, Quantum AMC. S&P BSE SENSEX fell by -3.78% on a total return basis in the month of November 2021. It has underperformed S&P 500 (-0.69%) and Dow Jones Industrial Average Index (-3.5%). On a YTD basis, S&P BSE SENSEX has underperformed S&P500 by 2.48%. The broader market has outperformed the S&P BSE Sensex this month. While S&P BSE Midcap Index has declined by -2.1% t...
Monthly Equity Market Commentary By Mr. Sorbh Gupta, Quantum AMC
Monthly Equity Market Commentary By Mr. Sorbh Gupta, Quantum AMC
Source: Quantum Mutual Fund
9/12/2021 2:31:10 PM
Unlock a Tax Saving Option that has an edge over others By Mr. Sorbh Gupta, Quantum Mutual Fund. Below are Views On Unlock a Tax Saving Option that has an edge over others by Mr. Sorbh Gupta- Fund Manager- Equity, Quantum Mutual Fund. Given that the year is close to an end and the tax-saving season has started where people start looking at various options to save taxes. At this juncture, Sorbh Gupta, Fund Manager, Quantum Tax Saving Fund, discussed in our recently held webinar - how you can unlock a tax saving option that has an edge over others. “Tax saving is an option...
Unlock a Tax Saving Option that has an edge over others By Mr. Sorbh Gupta, Quantum Mutual Fund.
Unlock a Tax Saving Option that has an edge over others By Mr. Sorbh Gupta, Quantum Mutual Fund.
Source: Quantum Mutual Fund
6/12/2021 3:27:00 PM
Monthly Equity View November 2021 by Mr. Sorbh Gupta, Quantum Mutual Fund Below is the Monthly Equity View November 2021 by Mr. Sorbh Gupta- Fund Manager- Equity, Quantum Mutual Fund. S&P BSE SENSEX increased by 0.44% on a total return basis in the month of October 2021. It has had a large underperformance vs. its developed market peers such as S&P 500 (7.0%) & Dow Jones Industrial Average Index (5.9%). After this month’s underperformance, the YTD performance of SENSEX & S&P 500 is very similar. The broader market has under...
Monthly Equity View November 2021 by Mr. Sorbh Gupta, Quantum Mutual Fund
Monthly Equity View November 2021 by Mr. Sorbh Gupta, Quantum Mutual Fund
Source: Quantum Mutual Fund
9/11/2021 4:39:08 PM
Monthly Equity View October 2021 by Mr. Sorbh Gupta, Quantum Mutual Fund Below are Views On Monthly Equity View October 2021 by Mr. Sorbh Gupta- Fund Manager- Equity, Quantum Mutual Fund. S&P BSE SENSEX increased by 2.7% on a total return basis in the month of September 2021. It has had a large outperformance vs. its developed market peers such as S&P 500 (-4.6%) & Dow Jones Industrial Average Index (-4.1%). After an aberration in August 2021, the broader market has again outperformed the S&P BSE Sensex this month. The S&P BSE M...
Monthly Equity View October 2021 by Mr. Sorbh Gupta, Quantum Mutual Fund
Monthly Equity View October 2021 by Mr. Sorbh Gupta, Quantum Mutual Fund
Source: Quantum Mutual Fund
6/10/2021 12:42:31 PM
The right time to stick to value investing by Sorbh Gupta, Quantum AMC Below are Views On The right time to stick to value investing by Sorbh Gupta, Fund Manager- Equity, Quantum AMC In our recent webinar Sorbh Gupta, Fund Manager of Quantum Long Term Equity Value Fund, shared his views on where the equity markets are headed and why value investing is still in vogue. “Comparing with the economic data points before the Pandemic in Feb 2020, we see that the economy is moving ahead. If you look at steel production, fertilizer production, crude...
The right time to stick to value investing by Sorbh Gupta, Quantum AMC
The right time to stick to value investing by Sorbh Gupta, Quantum AMC
Source: Quantum Mutual Fund
17/09/2021 1:45:39 PM
Monthly Equity View September 2021 by Sorbh Gupta, Quantum Mutual Fund Below are Views On Monthly Equity View September 2021 by Mr. Sorbh Gupta- Fund Manager- Equity, Quantum Mutual Fund. S&P BSE SENSEX increased by 9.4% on a total return basis in the month of August-21. After trailing on a YTD basis till last month, it has hurriedly overtaken its developed market peers such as S&P 500 & Dow Jones Industrial Average Index, with a stupendous move this month. It has had a large outperformance of 6.8% vs MSCI Emerging Market Index too....
Monthly Equity View September 2021 by Sorbh Gupta, Quantum Mutual Fund
Monthly Equity View September 2021 by Sorbh Gupta, Quantum Mutual Fund
Source: Quantum Mutual Fund
7/09/2021 2:36:12 PM
Monthly Equity View Auguest 2021 by Sorbh Gupta, Quantum Mutual Fund Below are Views On Monthly Equity Views Auguest 2021 by Sorbh Gupta- Quantum Mutual Fund S&P BSE SENSEX increased by 0.36% on a total return basis in the month of July-21. After a strong rally in the months of May & June, 2021 equity markets have further added to gains this month. Sensex has underperformed in the developed market indices such as S&P 500 & Dow Jones Industrial Average Index which appreciated by 2.37% & 1.33% respectively, during the month....
Monthly Equity View Auguest 2021 by Sorbh Gupta, Quantum Mutual Fund
Monthly Equity View Auguest 2021 by Sorbh Gupta, Quantum Mutual Fund
Source: Quantum Mutual Fund
9/08/2021 12:00:23 PM
Monthly Equity View July 2021 by Sorbh Gupta, Quantum Mutual Fund Below are Views On Monthly Equity Views July 2021 by Sorbh Gupta- Quantum Mutual Fund Monthly Equity View: July 2021 S&P BSE SENSEX increased by 1.29% on a total return basis in the month of June-21. After a strong rally in the month of May-21, equity markets have further consolidated gains this month. Sensex has underperformed global indices such as S&P 500 & MSCI world Index that appreciated by 2.34% & 1.52%, respectively, during the month. It has, ...
Monthly Equity View July 2021 by Sorbh Gupta, Quantum Mutual Fund
Monthly Equity View July 2021 by Sorbh Gupta, Quantum Mutual Fund
Source: Quantum Mutual Fund
7/07/2021 4:00:59 PM
Monthly Equity View June 2021 by Sorbh Gupta, Quantum Mutual Fund Below are Views On Monthly Equity Views June 2021 by Sorbh Gupta- Quantum Mutual Fund Monthly Equity Views: June 2021 S&P BSE Sensex increased by 6.67% on a total return basis in the month of May 2021. After the resurging covid-19 wave in April, markets have reacted positively to the fall in the new daily cases and overall positivity rate of infections this month. On a trailing twelve-month (TTM) basis, the index has returned 62.09%. A favourable base of May 2020 is gettin...
Monthly Equity View June 2021 by Sorbh Gupta, Quantum Mutual Fund
Monthly Equity View June 2021 by Sorbh Gupta, Quantum Mutual Fund
Source: Quantum Mutual Fund
9/06/2021 3:27:53 PM
Equity Monthly Views by Sorbh Gupta, Quantum Mutual Fund Below are Views On Equity Monthly Views by Sorbh Gupta- Quantum Mutual Fund Equity Monthly Outlook –May 2021 S&P BSE Sensex declined by -1.45% on a total return basis in the month of April 2021. The kind of humanitarian crisis & economic cost of lockdowns we are facing, the equity markets have shown remarkable resilience. On a trailing twelve-month (TTM) basis, the index has returned 46.26%. A favourable base of April-May 2020 is getting reflected in the TTM return. S...
Equity Monthly Views by Sorbh Gupta, Quantum Mutual Fund
Equity Monthly Views by Sorbh Gupta, Quantum Mutual Fund
Source: Quantum Mutual Fund
7/05/2021 12:48:40 PM
Monthly Equity Views by Sorbh Gupta, Quantum Mutual Fund Below are Views On Monthly Equity Views by Sorbh Gupta- Quantum Mutual Fund S&P BSE Sensex appreciated by 0.85% on a total return basis in the month of March 2021. On trailing twelve month (TTM) basis the index has returned 69.82%. A favourable base of March 2020 is getting reflected in the TTM return. S&P BSE Sensex performance was worse than developed market indices such as S&P 500& Dow Jones Industrial Average which appreciated by3.34% & 5.71% respectively, duri...
Monthly Equity Views by Sorbh Gupta, Quantum Mutual Fund
Monthly Equity Views by Sorbh Gupta, Quantum Mutual Fund
Source: Quantum Mutual Fund
8/04/2021 4:39:22 PM
Views On Equity Outlook : Feb 2021 By Sorbh Gupta, Quantum Mutual Fund Below are Views On Equity Outlook : Feb 2021 By Sorbh Gupta, Fund Manager –Equity, Quantum Mutual Fund Equity Outlook : Feb 2021 S&P BSE Sensex declined by -3.05% on a total return basis in the month of January. On trailing twelve month basis the index has returned 15.04%. S&P BSE Sensex performance was worse than developed market indices such as S&P 500, which declined by -2.18%  during the month. It was also worse than the MSCI Emerging Market Index which r...
Views On Equity Outlook : Feb 2021 By Sorbh Gupta, Quantum Mutual Fund
Views On Equity Outlook : Feb 2021 By Sorbh Gupta, Quantum Mutual Fund
Source: Quantum Mutual Fund
9/02/2021 1:00:27 PM
Budget Reaction By Sorbh Gupta, Fund Manager- Equity, Quantum Mutual Fund Below are Views On Budget Reaction : Sorbh Gupta, Fund Manager- Equity, Quantum Mutual Fund The pandemic & lockdown hit Indian economy wanted a push for both capital & consumption in this budget. Through the provisions of  Union Budget 2021-22  government has targeted increased spending on infra & other capital expenditure to kick start the economy but, as  has been the cases in multiple rounds of stimulus announced last year, there is very little to boost c...
Budget Reaction By Sorbh Gupta, Fund Manager- Equity, Quantum Mutual Fund
Budget Reaction By Sorbh Gupta, Fund Manager- Equity, Quantum Mutual Fund
Source: Quantum Mutual Fund
2/02/2021 11:19:56 AM