“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” – Paul Samuelson The new breed of tech-savvy investors is shunning mutual fund schemes and preferring the direct route to invest in equities. This has been a worrisome trend as the Indian…
Are you taking unwarranted risks to generate superior returns on your mutual fund portfolio? Don’t ignore this question unless you are 100% sure that you are not. Risks and returns go hand in hand. Any mutual fund scheme that fetches you high returns can, potentially, exposes you to high risks as well. Sectoral and Thematic…
“Diversification is protection against ignorance. It makes little sense if you know what you are doing.”-Warren Buffet Many equity market investors take the aforesaid statement of the legendary investor too seriously — and mostly without understanding the true meaning of it. Focused Funds, which hold the mandate to hold a concentrated portfolio (maximum of 30…
The Reserve Bank of India (RBI) kept the policy rates unchanged at the third bi-monthly monetary policy review conducted between August 4 and August 6, 2021. This was the seventh successive time a status quo and accommodative stance were maintained. All the six members of the Monetary Policy Committee (MPC) voted in favour of keeping…
Low interest rates on bank fixed deposits, small saving schemes, and fastening retail inflation has been a rather disappointing picture for a large section of investors. Gold too after peaking in August last year lost its sheen. In the calendar year 2021 so far, gold in Indian Rupee (INR) terms has lost -4.6% (as of August 2,…
It’s been raining money on Dalal Street. In the first six months of the calendar year 2021, Indian companies have garnered Rs 39,303 crore through the Initial Public Offerings (IPOs). So far, this has been the second-best number in the history of Indian capital markets. The IPO of Zomato Ltd. has attracted lots of investors-institutional…
Despite the strong second wave of COVID-19 over the past 2-3 months, Indian markets have not only been resilient, but have also been scaling new highs. The Year-to-Date (YTD) returns of the leading indices have been attractive in the calendar year 2021 so far. Compared to a 13% YTD absolute returns clocked by the Nifty-50…
The capital market regulator, in its board meeting held in Mumbai recently, by amending the “SEBI (Infrastructure Investment Trusts) Regulations, 2014” and “SEBI (Real Estate Investment Trusts) Regulations, 2014” opened up REITs and InvITs investing to a large section of investors. This comes at a time when retail inflation (measured by the Consumer Price Index)…
India was at the peak of the second wave of the COVID-19 pandemic in the second week of May 2021. However, as the daily caseload dropped substantially thereafter, the markets gained momentum in June and touched a new high on June 15, 2021. The rally was further fuelled by Q4FY21 corporate earnings, which have broadly been in…
The ongoing COVID-19 pandemic has wreaked havoc for various sectors of the economy. However, for India’s mutual fund industry, the impact perhaps is the least: the Assets under Management (AUM) is on the rise supported by upward market movement, various type of mutual funds are reporting inflows, and folios have touched a record high. Yet some fund…
