Contra Funds can be a good bet to diversify the portfolio. As the name suggests, these funds take a contrarian view on stocks and sectors going through a temporary tough phase. Often investors tend to avoid stocks/sectors that may be inappropriately priced in the short run due to fear of losing out. However, some of these…
On February 03, 2022, Facebook’s parent company Meta Platforms witnessed the worst single-day crash in the US history as its share price plunged by 26.4%. Consequently, several International Mutual Funds in India as well as domestic mutual funds with exposure to global equities saw a decline in their daily NAV. The sell-off in the stocks…
‘Less is more’ is an unprecedented trend that has been gaining a lot of momentum. The concept of less is more is based on the value of simplicity and clarity, which implies that having less can help you add more value. The same principle can be applied when you build your mutual fund portfolio by…
Focused Mutual Funds hold concentrated exposure to select stocks with an aim to clock higher growth rate as compared to the broader market. Unlike Sector/Thematic Funds that also invest in a concentrated portfolio of stocks to generate high returns, Focused Mutual Funds have the flexibility to select stocks from a wider universe, depending on the…
Finance Minister Nirmala Sitharaman presented the Union Budget 2022 today in the Parliament. As India continues to reel under the impact of the COVID-19 pandemic, the Budget for FY 2022-23 focused primarily on boosting the economic recovery. The Finance Minister has proposed to step up capital expenditure to Rs 7.5 lakh crore in FY 2022-23…
The equity market is reeling under pressure since the US Federal Reserve signaled that it would raise policy rates and end bond purchases in March. Investors can expect the volatility in the equity market to continue in the near future as well, due to various headwinds in play. In the current market environment, those investors looking for…
After a winning run in the last one month, the Indian equity market has turned highly volatile due to weak domestic and global cues. The S&P BSE Sensex is down by around 3,800 points (or about 6%) in the last 5 trading sessions. Yesterday, January 24, 2022, the Sensex logged the steepest fall in over…
Technology Mutual Funds, or IT Sector Mutual Funds, generated stellar returns in the calendar year 2020 and 2021, delivering average returns of 59.4% and 67.3%, respectively. ICICI Pru Technology Fund turned out to be the top performer in the category, generating 77.8% returns in absolute terms in CY 2021. Barring Franklin India Technology Fund, all…
Large & Midcap Funds aim to offer wealth-creation opportunities by investing in an optimum mix of large-cap and mid-cap stocks, i.e., the leaders of today as well as the future leaders. Thus, you benefit from the stability and steady growth of large-cap stocks and the high growth potential of mid-cap stocks through a single fund.…
Large-cap mutual funds category generated an average return of 27.3% (absolute) in the calendar year 2021. Though the returns are much lower than that of Mid-cap Funds and Small-cap Funds, it is important to note that Large-cap Funds carry relatively lower risk and therefore, returns are modest. In investing, high returns usually come with high…
