The sharp gyrations in the Indian equity market, as well as a correction from the lifetime high over the past few weeks, have made many equity mutual fund investors anxious about their investments. Factors such as the Russia-Ukraine conflict and the ensuing sharp rise in global crude oil prices, the US Federal Reserve’s hawkish stance, and the…
The Russia-Ukraine conflict caused the S&P BSE Sensex to drop by around 5% in the last one month. However, during weak and volatile market trends, Large-cap Funds are relatively safer bets. This is because these funds invest in well-established businesses that can record strong earnings growth even when economic conditions look bleak. While the returns…
Every individual aims to protect their hard-earned money from taxes. Out of the various instruments available for tax-saving needs, Equity-linked Saving Schemes (ELSS), also known as a tax-saving mutual fund, have emerged as a popular option for many individual investors. SEBI defines ELSS as equity-oriented mutual funds that invest a minimum of 80% of its total assets in equity…
Small-cap Funds lost in the range of 7-11% in the last one month as the volatility in the equity market intensified. In comparison, Large-cap Funds and Mid-cap Funds fared reasonably better. This points out that though Small-cap Funds can generate attractive returns in a bull market, their performance can suffer significantly during bearish phases. Therefore, if you…
The bellwether indices S&P BSE Sensex and Nifty 50 plunged nearly 5% intraday (on February 24, 2022) as war tensions escalated between Russia and Ukraine. The selling pressure in the equity market is likely to continue in the near term until both parties agree to de-escalate and negotiate. To reduce the impact of the intensifying…
Investing in mutual funds has become a simpler and easier process with the advent of various online platforms. You can now invest in or sell any mutual fund scheme from the comfort of your home. But the plethora of existing schemes across various categories and new fund offers being launched every week can make it difficult for…
The recent sharp ups and downs witnessed in the Indian equity market have made investors jittery, especially those who have recently started their investment journey. The S&P BSE Sensex has declined by nearly 3,000 points (or about 4.8%) in the last one month, while the broader S&P BSE 500 index is down by around 5.5%,…
Investing in Large & Midcap Funds is an excellent choice for investors looking for diversification in large-cap stocks and mid-cap stocks through a single fund. Large-cap stocks are known to provide steady returns, while mid-cap stocks have the potential to generate high returns. A combination of these stocks in the portfolio can help you to earn optimal…
The RBI’s Monetary Policy Committee (MPC) left the policy repo rate and reverse repo rate unchanged at 4% and 3.35%, respectively, during its February 2022 meeting. Meanwhile, it also maintained its accommodative stance to support economic growth. This was the tenth consecutive time that the RBI has left interest rates unchanged. Many debt mutual fund managers and debt market experts did expect the RBI to…
Environment, Social, and Governance (ESG) investing works on a simple principle — a company that is responsible towards its environmental, social, and governance footprint can be expected to grow sustainably. ESG investment as a theme focuses on businesses that… Conserve the environment Honour its commitments towards the society Follow transparent, fair, and good governance practices…
