Why You Cannot Ignore Reviewing Your Portfolio and Building an All-Weather Portfolio Now

Amid COVID-19 pandemic and geopolitical tensions, many investors seem worried. Not all are confident of the recovery in the Indian equity market since March lows. Fresh skirmishes and another attempt by China to cross the Line of Actual Control, a 23.9% contraction in India’s GDP growth for Q1FY21 (the worst in four decades), a discouraging job scenario, weak…

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September 5, 2020 | by

Are you Sip-ping into the Right Small-Cap Mutual Funds?

A month ago, the investment journals and business dailies were loaded with stories of SIPs (Systematic Investment Plans) delivering negative returns. For investors planning financial goals, it was disappointing and disheartening to see their wealth being eroded –particularly in small-and-midcap schemes. More than half the Systematic Investment Plans (SIPs) in the equity-oriented funds delivered negative SIP returns over 3…

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August 26, 2020 | by

Is It the End of India’s Consumption Story and ‘Consumption Funds’ due to COVID-19? Know Here…

A recent survey of nearly 1,330 people conducted by Nielsen India across 23 Indian cities paints a gloomy picture for the companies dependent on consumer spending in the post-COVID-19 world. Approximately 64% of the respondents expressed that they would spend less on restaurant and movie visits, while 54% indicated that spending on automobiles, luxury brands,…

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June 16, 2020 | by

Can Focused Funds Help You Ride the COVID-19 Crisis? Know here…

Historically, mutual fund houses have launched maximum New Fund Offers (NFOs) in ascending market conditions. However, now seeing the unwavering participation of investors — particularly the retail ones in equity-oriented mutual funds (through lump sum and Systematic Investment Plans) — fund houses are appealing investors with New Fund Offers even amidst the heightened volatility of the Indian…

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June 12, 2020 | by

Did Your Balanced Funds and Multi-Asset Funds Manage Money Successfully Like the Quantum Multi Asset Fund of Funds?

Modi 2.0 completes its first Anniversary on May 31, 2020. Preparations are on in full swing to highlight the “historic achievements” of the government (resorting to technology). Abrogation of Article 370, Article 35A, construction of Ram Temple (after the Apex Court’s verdict), the contentious Citizen Amendment Act (CAA) and the National Register of Citizens (NRC)…

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May 29, 2020 | by

Should Retail Investors Stay Away From Debt Mutual Funds Altogether?

In the current times, debt mutual funds are proving to be theoretically right but practically imprudent. Whenever they lose investors’ money, mutual fund houses take refuge under the standard disclaimer: Mutual Fund Investments are subject to market risks, read all scheme related document carefully. Plus, debt mutual funds are often misleadingly presented to investors as low-risk…

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May 14, 2020 | by