India is expected to be the world’s third-largest automotive market in terms of volume by 2030. The pandemic has subsided, and in August 2022, the production and sales of passenger vehicles in India have reached record heights (the sharpest year-on-year growth witnessed in FY23). Currently, the automobile industry contributes 7.1% of India’s GDP and 49%…

Investor curiosity and interest in debt mutual funds have certainly been on the rise. Passively managed debt funds with pre-defined maturity dates are called Target Maturity Funds. These funds simply replicate the Index and invest in bonds in a similar proportion as the underlying Index. Target Maturity Index Funds offer relatively better-yielding investments by taking advantage of spread…

Target Maturity Index Funds are passively managed debt funds with pre-defined maturity dates. These funds buy and hold similar maturity bonds that are included in the underlying bond index. Target Maturity Index Fund serves as an alternative to Fixed Deposits offered by banks, as in the current scenario, interest rates on the deposits are relatively low.…

The Indian equity market has seen high volatility in 2022 due to various macroeconomic and other domestic and global factors. Given the current market conditions, mid-cap and small-cap stocks have significantly decreased in price and are available at lower valuations. Many investors consider this a good entry point to diversify your portfolio with small-cap and mid-cap…

Equity as an asset class tends to be more volatile compared to other asset classes. Many equity investors are alarmed by the increased market volatility given the backdrop of escalating geopolitical tensions, rising interest rates, and spiralling inflation. As a result, investors are seeking low volatility strategies, which endeavours to invest in securities whose value…

In these prevailing volatile market conditions, the strategy of tracking a specific index that measures the performance of market capitalisations across sectors under one roof has drawn investors interest. Investors looking for balanced diversification and anti-momentum approaches to play equity index funds could consider buying units of equal weight index funds tracking the Nifty 50 and…

The ideal time to start your tax planning process is at the beginning of the financial year. Doing so allows you to explore various tax-saving avenues and pick the most suitable one that aligns with your investment objective, risk profile, and investment horizon. Under Section 80C of the Income Tax Act of 1961, tax-saving mutual funds or Equity…

Indian economy witnessed a gradual downfall amidst the pandemic; however, there has been a silver lining to it. The post-COVID scenario came up with some potential benefits and paved the way for different sectors which have the potential to flourish in the coming years. The adoption of digital technological advancements, telemedicine, etc., are all boosting…

Equity investors are flocking to factor investing, as it assists in improving the quality of the portfolio, and performance, reducing volatility, and increasing diversification. The new age ‘Smart-beta investing’ strategy is gaining considerable popularity. In 2022 itself, investors in India infused more than Rs 1,900 crores in Smart Beta funds, these funds come under the…

Smart-beta investing is popular globally, with AUM rising steadily and it is backed by extensive empirical research. The stock selection and weighting are based on pre-defined factors, the commonly known factors are Value, Momentum, Quality, Low Volatility etc. Stock selection and weighting based on factors, rather than market cap which is used for commonly followed…