The mid and small cap index has had a good run in the last one year, outperforming the large cap index with a significant margin. This was despite the fact that the pandemic crisis affected smaller businesses the most. The small and mid cap segment may continue to do well backed by economic revival and…

Multiple events of rating downgrades and defaults in securities of debt mutual fund schemes in the recent past have made investors risk-averse. With most business operations affected due to the pandemic crisis, investors are pushed to seek safety for their investments. They have shunned credit-risk-oriented categories for categories that invest predominantly in high-rated and liquid…

Dividend yield is a reliable indicator of a company’s valuation. A high dividend yielding stock represents good cash flows from business operations, supports higher return on equity, and the management’s commitment towards its shareholders. As a result of higher cash flows, dividend yielding stocks tend to be less volatile and hence, less risky. The current…

India seems to be on the path to recovery and now it remains interesting to see how the Reserve Bank of India (RBI) responds to the GDP growth numbers. It would be too early to say that the economy is out of woods, but -7.5% GDP growth in Q2FY21 is better than expected. Agriculture was…

Franklin Templeton has moved the Supreme Court which it said will ensure an appropriate implementation of the law in the best interest of unitholders. Earlier the Karnataka High Court had ruled that Franklin Templeton (FT) cannot go ahead with the winding up of the schemes without obtaining the consent of a simple majority of the unitholders. It…

A healthy financial sector is an important indicator of economic growth and the backbone of any economy. As India progresses from a developing economy to a developed economy, the financial sector will have a crucial role to play. In India, the penetration across financial products remains very low as compared to other nations, which provides…

When the equity markets was expected to go through a prolonged bear phase amid the pandemic’s impact on the economy, investors witnessed a dramatic turnaround as the markets reached all-time highs. The steady rise in equity market has been backed by vaccine hopes, improvement in consumer sentiments, government stimulus, among other factors. Market movement is…

Behavioural bias such as confirmation bias, optimism bias, loss-aversion bias, and recency bias can affect investment decisions. Due to these biases, investors often deviate from rational decisions. A Rule-based investing sets aside assumptions, sentiments, intuitions, and impulses to avoid pitfalls of behavioural bias as well as minimize ‘Greed’ and ‘Fear’. Quant Fund is a fund…

The dramatic market recovery from the March lows is a pleasant surprise for all investors, including the seasoned institutional investors. The Nifty 500 — an index which represents approximately 95% of the free-float market capitalization of Indian markets — has generated 70.3% returns since its March lows. Graph: Going up from strength to strength Data as…

Do good and good will come to you’ This quote aptly captures the essence of Environmental, Social and Governance (ESG) investing. A company that is responsible towards its environmental, social and governance footprint can be expected to grow sustainably. Nowadays citizens are growing more aware about their responsibility towards environment and society. It is likely…