The Indian equity markets, both the Nifty 50 and the S&P BSE Sensex, as you may know, recently scaled a lifetime high. The Nifty 50 ended at 18,618.05 points and S&P BSE Sensex at 62,681.84 points on November 29, 2022 –clocking +8.3% returns on a year-to-date basis and clear outperformance compared to the global counterparts. Table…
Just as the hybrid work culture has become a new-normal post-pandemic, hybrid funds such as Balanced Advantage Funds (also known as Dynamic Asset Allocation Funds), are getting the attention of late. This article includes What are Balanced Advantage Funds or Dynamic Asset Allocation Funds and where do they invest? Why it makes sense to invest in Balanced Advantage Funds/ Dynamic…
Recently, England won the T-20 world cup in style. The present-day English team appears invincible due to its right composition. The team has many in-form all-rounders who provide a nice blend of defence and aggression to the English side. Similarly, in the case of mutual funds, the Hybrid Funds category has a good mix of…
Risk and returns are two sides of the same coin. To put it differently, they are correlated: for every return you seek, there is a certain level of risk. That’s why, in investing, it is important to evaluate returns more meaningfully by assessing the risk involved. Every asset class — be it equity, debt, gold, or real estate…
Are you looking to invest in the best low-risk mutual fund schemes in 2023 and beyond? Yes, then this piece of content is for you. Certain sub-categories of debt mutual funds may expose you to low risk and are well-suited to invest for the short term. Investing in debt funds in the current environment You…
For the first time since the formation of the six-member Monetary Policy Committee (MPC) in 2016, the Reserve Bank of India (RBI) has missed its inflation target in 2022. Thus, the RBI owed a detailed explanation to the government on this subject. The RBI, through a press release dated October 27, 2022, had called for…
“I invested in a mutual fund scheme a year ago, but why do the scheme returns as per its factsheet don’t match my computation?” Novice Investors often raise such queries. If you too have wondered about mutual fund returns at any time, this article is for you. First of all, don’t get confused. When you…
The U.S. Federal Reserve rocked the boat of global capital markets about six months ago by raising interest rates (to tame the inflation beast). We witnessed a selloff in the equity markets, and volatility intensified. With the yields moving up, global bonds have also reported a loss in market value. Major currencies, too, have come under pressure against the…
The popularity of passive funds in India has been on the rise. The Assets Under Management (AUM) of passive funds, including gold ETFs, have jumped nearly four times over the last three years—from just Rs 1.5 lakh crore in August 2019 to Rs 5.9 lakh crore in August 2022. Graph 1: The Rising AUM of Passive Funds Data…
The war profiteering is making a big comeback on the global landscape. With ever-increasing national budgets for defence in many parts of the world, defence stocks are in the limelight. According to Stockholm International Peace Research Institute, global defence spending surpassed USD 2 trillion in 2021 for the first time ever. According to the Ministry…
