Our dependence on Information Technology for basic necessities of life is constantly growing. There’s no turning back from technology now and it is bound to be an integral part of the new normal world post-pandemic. India being inexpensive compared to the US is an attractive market for the IT sector. Indian IT sector is one…

“Change is the only Constant” – Heraclitus, Greek Philosopher. We are living in an ever-evolving world, our consumption patterns are changing day by day, and the way we socialize, shop, work, etc. has all changed over time, especially amidst the pandemic. Similarly, there are various fluctuations in the market due to several changes in macroeconomic…

Trading and investing are two terms that are often used interchangeably. But there is a stark difference between the two. Investing involves building a diversified portfolio of assets and staying with it through market ups and downs to earn fruitful results over the long term. Trading, on the other hand, involves entering and exiting assets…

Recently, factor-based investing has gained popularity among retail investors, commonly known factors are Enhanced Value, Momentum, Quality, Low Volatility etc., adding these factors to your portfolio can help improve risk-adjusted returns. Value Investing is a factor-based strategy that was developed in the 1920s by Benjamin Graham, and over the years, some of the most successful investors, like Warren Buffet, have…

Large Cap Funds are those that invest a minimum of 80% of their assets in equity and equity-related instruments of large-sized companies. Large-sized companies enjoy stable growth, competitive advantage, brand equity, and are backed by quality management team. Since Large Cap Funds invest in companies that have a strong balance sheet and enjoy customer loyalty,…

Long duration funds are a type of debt mutual funds that invest in corporate bonds and government securities (G-secs) that have a long-term maturity period. A fixed-income investment avenue with a potential to generate Income over long term for debt investors. According to SEBI norms, medium to long term funds have a mandate to invest…

Mutual Funds are a popular investment vehicle. But with a plethora of mutual fund schemes to choose from, it becomes a daunting task for investors to select the best schemes and create a winning portfolio. Very often investors look at the NAV of mutual funds to choose the best equity schemes. However, in my view, it is…

Investors, usually, look at mutual fund investments for a balanced allocation between two major asset classes, equity and debt, to generate risk-adjusted returns, mitigate the effects of volatility and limit credit risk. An adequate mix of assets such as equity and debt can assist your portfolio to survive across various market cycles. It becomes a…

There are a variety of factors that affect the returns on equity investments. This includes both macro and micro factors. In order to assess the impact of macroeconomic factors on the economy and, subsequently, the market, market participants would consider information such as current and future economic growth, inflation, interest rates, etc. The rate of…

Due to the volatile nature of the equity market, it is advisable to have exposure across market caps so you can benefit from the diversification. Large and Mid-Cap Funds are a separate set of multi-cap strategy that offers investors an opportunity to diversify their investment across stocks of large and mid-sized companies. Large-cap stocks are known to…