Kotak Mutual Fund has launched the Kotak Active Momentum Fund, leveraging an Enhanced Earnings Factor Model. This data-driven strategy focuses on companies with increasing profits, driven by analyst upgrades and positive earnings surprises. Back-testing reveals a strong CAGR and consistent outperformance, even during market volatility, offering a fundamentally grounded approach to momentum investing.
Infra theme poised for revival as order flows improve: Dharmesh Kant
Investor attention is returning to India’s infrastructure sector as order flows increase. Analysts expect this trend to continue into next year. The EMS sector is