It has been historically proven that the wealth of a nation relies on the health of its citizens. The healthcare sector is one of India’s fastest growing sectors, recognised as the cornerstone of a strong economy. The most recent incident was the COVID-19 pandemic, which hindered economic activity, and highlighted the importance and inadequacies of…

The objective of a Balance Advantage fund is to manage investments in two different asset classes, equity and debt, in the mutual fund portfolio based on evolving market conditions. This type of mutual fund works on asset allocation and aims to allocate it assets into equity and debt securities as per the dynamic market phases.…

Debt allocation is an important component that helps diversify investments across asset classes to create a well-diversified portfolio. For investors looking to construct a fixed income investment portfolio, you can now consider investing in passively managed debt funds that also offer a low-cost and hassle-free option to investors. While investing in debt funds, investors have…

Target Maturity Debt Funds have become an evolving debt fund category that are a suitable for risk-averse investors. A target maturity debt fund has a specified maturity date that aligns with the maturity date of the bonds it has in its portfolio. Investors are attracted towards these passively managed debt funds investing in AAA rated…

Investors consider investment in debt mutual funds to be less risky, unlike the volatile nature of equity mutual funds. Many risk-averse investors tend to invest in debt mutual funds to maintain stability and liquidity in their investment portfolio. Debt mutual funds possess three major risk i.e. credit risk, liquidity risk and interest rate risk. There…

Diversification is a key factor to generate optimal return for any investment portfolio. And recently, geographically diversifying one’s portfolio with schemes from international markets is gaining traction. Markets around the globe perform differently each year; thus, diversification to these markets may potentially boost the portfolio to earn stable returns. Investing in developed markets like the…

Many investors seek to build a well-diversified portfolio spread across asset class. Mutual Fund REITs offer investors with diversification towards real estate related investments in their portfolio and benefit from long-term growth and rising opportunities in the real estate segment. The right asset mix in a portfolio helps to generate better risk-adjusted returns for investors.…

Many risk-averse investors prefer low-risk investment options such as debt mutual funds that invest in government securities and are less volatile in nature. But it is essential to find the right mix of asset class in your portfolio, typically with lower correlation, as it can generate better risk adjusted returns. Investments in higher quality fixed…

Many investors regard debt instruments as a way to diversify their investment portfolio. Debt is a well-known asset class that provides stability and liquidity to a portfolio. However, with bank fixed deposits offering unattractive returns, fixed income investors have been exploring alternative higher-return options. Debt mutual funds offer investors more flexibility without any lock-in period…

The automotive industry is undergoing a shift and attempting to switch to alternate intensive options such as electric vehicles in order to reduce the burden of rising pollution, scarcity of oil imports and complete international commitments to tackle the global climate change. These are few key factors encouraging India’s automotive industry to adapt the change…