The Indian markets at times have a low-to-moderate correlation with some international markets. This, therefore, reduces portfolio volatility and ensures suitable diversification, especially with developed markets. As an investor, you can benefit from having some exposure to international investments in innovative and unique companies across industries that are not available in the domestic market space.…
The fluctuations in the market environment, such as dynamic changes in sector leadership and even business leaders change over time, which may impact your investment portfolio. These changes influence the performance of your investments and derive your portfolio returns. Hence, it is important to choose a fund with an investment approach that is flexible to…
Factor-based investing is an investment approach that involves targeting specific drivers of returns across asset classes. Any characteristic that helps explain an assets long-term risk and return performance is referred to as a factor. Factors are the cornerstone of investing, and they serve as the building blocks for all investment processes. E.g., Momentum, Quality, Value,…
Global investing as a theme has picked up in a big way, with Indian investors pouring money in funds offering Global diversification. Global funds help investors tap new themes, diversification, and investing in companies whose products or services are consumed globally (overcoming home bias). As markets around the Globe perform differently each year, diversification to…
As per SEBI categorization norms, Flexi Cap funds are mandated to invest a minimum of 65% of its assets in equity and equity related instruments with no restrictions around market cap allocations. Multi-cap funds are restricted to a market cap of 25% allocation across each segment (i.e., large-caps, mid-caps, and small-caps). This has pushed many…
The world is transforming across multiple sectors, including mobility, energy generation, space exploration, electronics, technology, etc. There has been a greater emphasis on using eco-friendly technologies to address the climate change. Different resources are required to ensure the progression of each of these advancements, and silver is a common element. India’s silver production has been…
India’s share in Global Manufacturing output has remained relatively low compared to other economies. Hence, the government is focused on this space to stay globally competitive. The manufacturing sector has the potential to become a major driving force for the growth of the Indian economy. With the rise in demand and sharp output, the manufacturing…
Over the past decade, the demand for Silver has been driven by industrial usage, renewable energy, and investment instruments. Silver has provided reasonably consistent returns through all the phases of the economy when compared with other asset classes. It provides a natural hedge to investors during bear phases and is receptive to market movements during…
Passively managed funds are gaining traction amongst investors. The asset under management (AUM) of the passively managed funds has more than doubled in the past two years from around Rs 1,41,490 crore in December 2019 to Rs 3,06,480 crore in December 2021. This exhibits the investors’ growing confidence in passively managed funds. Looking at the…
Investment in Mid-cap stocks often concerns the investors due to their volatile nature. That said, many midcap companies have shown improvement in their performance over the previous year, as the economy has recovered to a certain level. Accordingly, midcaps are expected to deliver better returns going forward. However, the rising severity of both Delta and…
