Equity market in the recent past has been taking investors on a roller coaster ride — fluctuating between thrilling highs and dangerous lows. During such uncertain time, a multi-cap approach that has the flexibility to shift its portfolio in line with changing market conditions can prove to be a worthy bet for investors. HDFC Equity…
Infosys, one of India’s largest IT company (known as the bellwether for the industry), is facing the heat for alleged corporate governance lapses. As per media reports, a whistleblower group in the month of September wrote to Infosys’ Board of Directors and the United States Securities and Exchange Commission (SEC) in regards to unethical practices…
A dual investment approach can work wonders for one’s portfolio returns in any market condition. It can reward investors seeking long term capital appreciation from a cautiously managed portfolio offering exposure across asset classes, market caps or geographies. Parag Parikh Long term Equity Fund (PPLTEF) is one such unique multi cap fund that seeks to offer…
Equity linked saving schemes (ELSS) are diversified equity funds that come with the dual advantage of wealth-building potential and tax-saving. These funds come with a lock-in period of three years which is the lowest as compared to other tax saving instruments. The lock-in period allows the fund manager to take more informed decision as they…
While most mutual funds typically hold anywhere between 50 -100 stocks in their portfolio for optimal diversification, the performance over a certain period is mainly driven by a select few stocks. On the contrary some funds have bucked this trend to focus on a limited number of high conviction stocks and hold them for long-term…
Equities are usually driven by prevailing sentiments in the market. These sentiments may cause some fundamentally sound stocks to be inappropriately priced in the short run. Investors usually tend to avoid such stocks due to fear of losing out. However, in the long run some of these stocks may grow to reflect its true value…
The dynamics in equity markets constantly go through series of change and is thus a challenging task to predict its movement and superiority over other asset class. Aggressive hybrid fund offer a solution to this problem as they aim to benefit from the mix of equity and debt. While equities have the potential to offer…
India Inc. was surprised with an early festival bonanza on September 20, 2019, when the finance minister, Ms Nirmala Sitharaman, delivered a major booster dose in the form of reduction in corporate tax rates. With effect from April 1, 2019, the effective corporate tax rate, including surcharge and cess, now stands at 25%, down from…
In times of turbulent equity markets, it can prove rewarding if your portfolio is well placed to tide over volatility. Even during such times returns can be optimised by careful stock picking. Invesco India Growth Opportunities Fund is one such fund that aims to perform well across market phases by selecting stocks without any style or…
Passively managed funds are in the news again. As per latest media reports, assets in passively managed funds in the US surpassed those in the actively managed funds in the month of August 2019. In India, assets under passively managed funds (index funds and ETFs) are rising steadily as well. Though actively managed funds continue…
