Since the last couple of years, the equity market has been polarized, where only a handful of stocks across market caps and/or sectors have been doing well. Focused funds aim to identify such high growth potential stocks and take concentrated exposure in them. Beyond a point, diversification may not help in generating higher returns, which…

Aggressive hybrid funds offer the benefit of diversification across equity and debt. With predominant allocation to equities, these funds can push up your overall returns during euphoric market phases. On the other hand, significant allocation to debt can, to an extent, protect you from the extreme adversities of the equity markets. Thus aggressive hybrid funds…

After more than two years of this corrective phase, the broader market seems to be on the cusp of a bull phase. Over the last three months, the mid-cap and small-cap indices have outperformed their large cap peer. From a risk-return point of view, midcaps appear better placed compared to small caps. Though the outlook…

Market ups and downs are an integral part of equity investment. Some funds, however, efficiently manage their portfolio regardless of market movement to reward their investors with superior risk-adjusted returns. Such funds have the potential to benefit from market rallies and limit the downside during market downturns, thus helping to create long-term wealth. Investing in…

Franklin Templeton Mutual Fund (FTMF) received interest payment from Vodafone-Idea bonds on June 12, 2020, held in the segregated portfolio of its debt schemes. The amount received was for 8.25% Vodafone Idea Ltd bond which matures on July 10, 2020. The six schemes of FT that were wound-up had exposure to the said paper of…

The last day for investing in tax-saving instruments to be eligible for deductions under Section 80C of the income tax in a financial year is March 31. This year due to the disruptions caused by the pandemic-induced lockdown and as many taxpayers were facing cash flow related issues, the deadline has been extended to June…

Conservative hybrid funds predominantly invest in debt (around 75-90%) and the rest in equities aiming to earn slightly higher returns compared to pure debt funds. The debt portion of the portfolio intends to provide safety and stability of a regular income from coupon payments, whereas the equity portion has the potential of generating extra income…

Inflows in equity mutual fund dropped for the second straight month in May amid the heightened uncertainty and volatility in the market due to the COVID-19 crisis. However, inflows and addition of new folios in large cap funds remained steady. Due to the harsh economic scenario, risk aversion among of investors has risen and they…

After over 2-months of pandemic-induced severe lockdown which brought major economic activities to a grinding halt, the government recently announced phased reopening of various business and other operations. As the sentiments improved the equity market too recovered from its lows of March and is likely to have bottomed out. The reopening of economy is expected…

The gradual reopening of the economy has buoyed investors’ sentiments. Many stocks have recovered significantly from their lows of March. Notably, the small cap index which suffered the most during the market crash has outperformed its large and mid cap counterparts during the rally witnessed in the past week. Historically, small caps have outperformed the…