The Indian equity market in 2024 has been a mixed bag, showcasing bouts of volatility interspersed with strong rallies, particularly in the mid-cap and small-cap segments. Geopolitical uncertainties, fluctuating crude oil prices, and global monetary policy shifts have kept market participants on edge. Despite these challenges, the Indian market has managed to attract significant domestic…
Microcap mutual funds have garnered attention in recent years as investors seek to capitalize on the potential of smaller companies that have significant room for growth. These funds, which focus on companies with the smallest market capitalizations, are known for their potential to deliver substantial returns. However, they also come with higher risks, making them…
The Association of Mutual Funds in India (AMFI) has presented a comprehensive 15-point proposal ahead of Budget 2025-26, aiming to address key challenges faced by the mutual fund industry. Among the proposals, the call to restore the long-term indexation benefit for debt mutual funds stands out as a pivotal recommendation. This step could significantly enhance the attractiveness…
The year 2024 proved to be a turbulent one for the Indian equity market. Factors such as geopolitical tensions, geoeconomic fragmentation, inflation, and slowed GDP growth created a volatile investment environment. Despite this, sectoral and thematic funds continued to capture investor interest, with around 40 New Fund Offers (NFOs) being launched in this category of…
Investing in mutual funds is one of the most popular ways to grow wealth in India. It offers the flexibility to choose from a variety of funds tailored to your financial goals, risk appetite, and investment horizon. However, before you start investing in mutual funds for 2025, ensuring that you have all the required documents is…
The year 2024 witnessed heightened market volatility due to global geopolitical tensions, fluctuating interest rates, and persistent inflationary pressures. These challenges tested investors’ resilience and underscored the importance of having a well-diversified portfolio. Traditional equity markets, represented by benchmarks such as NIFTY 50 and S&P BSE Sensex, experienced significant swings, prompting a re-evaluation of investment…
Arbitrage Mutual Funds have steadily grown in popularity in India over the past decade, particularly among conservative investors. These funds leverage market inefficiencies by exploiting price differences between the cash and derivatives markets, offering stable returns with minimal risk. In recent years, the growth of these funds has been supported by rising investor awareness and…
When it comes to investing in mutual funds, one of the most important documents that investors should understand is the mutual fund factsheet. A factsheet provides a snapshot of a mutual fund’s performance, strategy, and various important details that can help you make an informed decision about your investment. Understanding how to read a factsheet…
The Indian equity market in 2024 has experienced a blend of optimism driven by government initiatives and global economic pressures impacting valuations and performance. Both domestic and international factors have played a role in shaping the market’s trajectory. The large & mid-cap mutual fund segment is gaining prominence as a prudent choice for investors due…
Mutual funds with their ability to provide diversification, professional management, and potentially higher returns than traditional saving options, attract a wide range of investors. However, mutual fund investors must stay informed about the factors that may influence the market volatility and impact the scheme’s performance to align their strategies effectively. Recently, the S&P BSE Sensex…
