The Indian equity markets have bounced back sharply on the back of a healthy GDP growth rate of 8.4% in the second quarter of 2021-22. However, concern about ‘Omicron’ still lingers along with worries about rising inflation and expensive valuations that may keep the equity markets volatile in the near future. In such market conditions,…
COVID-19 has once again sent the equity market into a tizzy. On Friday, November 26, the S&P BSE Sensex tanked by nearly 1,700 points as South Africa reported detection of a new COVID-19 variant that is spreading fast in various countries. This created panic among investors leading to a global sell-off in the equity market, including India.…
We are less than 6 months away from the end of financial year 2021-22. This means it is high time that you start focusing on your tax saving plans if you haven’t done so already. Depending upon your financial goals, risk appetite and investment time horizon, you can invest in various tax saving instruments such…
The Indian Mutual Fund industry consists of around 44 fund houses with each of them offering a galore of equity-oriented funds. As an investor, you only need around 5-7 equity mutual fund schemes across various sub-categories depending on the financial goals you wish to address as well as your risk profile and investment horizon. Therefore,…
If you are looking to invest beyond large-cap stocks through a single mutual fund, you have many options such as, Flexi-cap Funds, Multi-cap Funds, Large & Midcap Funds, etc. These funds enable you to reduce exposure to a single market cap and benefit from diversification of the portfolio. Of these, a Large & Midcap Fund…
Flexi-cap Funds is an equity mutual fund category that has the flexibility to invest across market cap segments viz large-cap, mid-cap, and small-cap without any upper or lower limit. This multi-cap strategy provides fund managers with more leeway in building the portfolio. The Flexi-cap Funds category has gained lot of attraction among investors in the last few months as it…
Sundaram Asset Management Company Ltd. has received SEBI’s approval for the acquisition of Principal Asset Management Pvt. Ltd. Sundaram Asset Management Company had first announced the purchase of the asset management business of Principal in January 2021, and had received the approval of Competition Commission of India in April 2021. As per the terms of agreement, Sundaram Asset…
Every parent aspires to give their child the best of everything. Many of you must have set aside some money for their bright and secure future. But would that be enough for their future needs until they are independent? The average interest rate on traditional saving instruments such as Bank deposits and endowment policies is…
After a stellar broad-based rally that continued for more than a year, the Indian equity market has turned volatile amid weak global cues and stretched valuations. The market is likely to witness further correction when the focus shifts from momentum to quality stocks. Investors who do not have a very high risk profile and long…
Large-cap indices such as the S&P BSE Sensex and Nifty 50 have more than doubled since the March 2020 low. Despite this sharp rally, many large-cap funds have underperformed their respective benchmarks. This has prompted some investors to shift to riskier but high return potential categories such as Mid-cap Funds and Small-cap Funds. However, going ahead if…
