The road to wealth creation with your investment portfolio entails volatility during various market phases, so it’s critical to keep a proper asset allocation in place. While equities are beneficial for long-term wealth creation, they carry a high level of risk. Debt investments in the portfolio on the other hand complement your equity investment by…

With growing awareness around climate change, industrial destruction of the environment, and attention on sustainable living, governments have been urging organisations to adopt several operating practices to reduce their carbon footprint. These corporations are now implementing eco-solutions based on such environmental concerns along with a focus on sustainable growth of the company. Certain industries have…

2020 taught all of us effective lessons and many investors who witnessed the huge volatility in the last year are now focusing on the diversification of their portfolio in the possibility of better risk-adjusted returns. Equity investors who have exposure solely of Indian equities in their portfolio are considering international equity funds to diversify the…

In the last decade, we have witnessed major socio-political crisis and natural disasters due to the climate change worldwide. More recently, it has been the Coronavirus pandemic that brought the globe to a standstill in 2020, for which we are still facing the consequences financially, economically and socially. Such alarming events have spawned global uncertainty,…

Over the past one year, interest rates on the traditionally favoured bank fixed deposits are on a downward trend. This has made investors search for an alternative option such as corporate bond funds that usually provide higher yield. Corporate bonds are debt instruments, which are issued by the companies to raise capital. The safety of…

While planning your investment portfolio, it is essential to choose the right asset allocation to improve and stabilise the portfolio’s performance. Most investors try to invest in schemes of an asset class that performs better individually, but with changing market dynamics, the performance of each asset class fluctuates and influences the portfolio’s performance. Whereas, a…

Investing in Index funds is one of the best way to generate wealth for the average investor because index funds mostly tracks a certain index and replicates its performance. With many investors lacking the time to monitor the investments, passive investing is becoming popular and Index funds prove to be a major investment avenue in this category.…

As the name indicates, Midcap mutual funds are equity-oriented mutual funds that invest at least 65% of its assets in equity and equity related instruments of mid-cap companies. These companies are ranked from 101 to 250 in terms of market capitalization. The Midcap companies have witnessed underperformance in markets between 2018 and early 2020s due…

With the Indian market indices NIFTY 50 and S&P BSE Sensex hitting all-time high and recovering the losses from the market crash, most mutual funds have witnessed improvement in performance. However, there are still many actively managed funds that have been unable to catch up with the benchmark. Therefore, Passive investing strategy is increasingly becoming popular among…

After a cumulative 250 bps rate cut since 2019, interest rates appear to have bottomed out and are expected to inch up in the coming years. When that happens, there will be an adverse impact on the returns from long duration debt funds. Thus, the short-term debt fund category currently looks attractive from investment point…