Factor investing is about identifying the factors that contribute to successful investing. Every stock displays certain factors, the performance of every stock can be attributed to the presence of a set of factors and these factors can be tracked & used for making informed investment decisions. Equity investors are flocking to factor investing, as it…

Our dependence on Information Technology for basic necessities of life is constantly growing. There’s no turning back from technology now and it is bound to be an integral part of the new normal world post-pandemic. India being inexpensive compared to the US is an attractive market for the IT sector. Indian IT sector is one…

“Change is the only Constant” – Heraclitus, Greek Philosopher. We are living in an ever-evolving world, our consumption patterns are changing day by day, and the way we socialize, shop, work, etc. has all changed over time, especially amidst the pandemic. Similarly, there are various fluctuations in the market due to several changes in macroeconomic…

Recently, factor-based investing has gained popularity among retail investors, commonly known factors are Enhanced Value, Momentum, Quality, Low Volatility etc., adding these factors to your portfolio can help improve risk-adjusted returns. Value Investing is a factor-based strategy that was developed in the 1920s by Benjamin Graham, and over the years, some of the most successful investors, like Warren Buffet, have…

Long duration funds are a type of debt mutual funds that invest in corporate bonds and government securities (G-secs) that have a long-term maturity period. A fixed-income investment avenue with a potential to generate Income over long term for debt investors. According to SEBI norms, medium to long term funds have a mandate to invest…

Investors, usually, look at mutual fund investments for a balanced allocation between two major asset classes, equity and debt, to generate risk-adjusted returns, mitigate the effects of volatility and limit credit risk. An adequate mix of assets such as equity and debt can assist your portfolio to survive across various market cycles. It becomes a…

There are a variety of factors that affect the returns on equity investments. This includes both macro and micro factors. In order to assess the impact of macroeconomic factors on the economy and, subsequently, the market, market participants would consider information such as current and future economic growth, inflation, interest rates, etc. The rate of…

The Indian equity market has become highly volatile since the Russian invasion of Ukraine drove up the price of crude oil internationally. The RBI raised interest rates to combat the rising rate of retail inflation. Under such extreme market conditions, should you invest in mid-cap and small-cap funds? Due to the current market conditions, mid-cap…

Investors’ perceptions about investments have been evolving; Passive funds are gaining popularity among Indians. Passive investing through low-cost index funds has been an option available for investors for a while now. Investors prefer a better control over their investments and the ability to create a robust portfolio that can withstand changing market conditions. You may…

Gilt funds are debt mutual funds that invest in G-secs, often known as government securities. These funds must invest 80% of their capital in government securities in order to comply with SEBI regulations. As a result, they have low credit risk, however, they are extremely sensitive to interest rate changes. The bond prices and yields…