Investors face a common dilemma about the category of mutual funds they should invest in. So if you want exposure to large caps, mid-caps and small-caps stocks in one portfolio without investing in these segments individually you can consider Multicap schemes. Multicap funds are diversified equity funds that invest in company stocks from different market…
The S&P BSE Midcap index scaled fresh peak of 24,705 today (September 09, 2021). In fact, mid-cap mutual funds have generated stellar returns amid the sharp rally in the last one and a half years. Notably, mid-cap funds have a high long term growth potential even though they can be highly volatile in the short run. Mid-cap…
“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…
In its August Monetary Policy Committee Meeting, the RBI maintained status quo and left the policy repo rate and reverse repo rate unchanged at 4% and 3.35%, respectively. It has retained the accommodative stance to support economic growth. Meanwhile, the RBI has maintained 9.5% as the projection for real GDP growth in FY 2021-22. However, it raised…
In the wake of the COVID-19 led disruption; restoration of the Indian economy is visible through various economic and market indicators. We are moving towards a fresh expansionary phase with vaccination progress and government initiatives that support the revival. The equity market followed by a strong recovery indicates significant economic expansion and has uplifted investor…
Value investing constitutes the purchase of undervalued stocks that have a growth potential and will provide long-term capital appreciation to investors. Companies with identical price/sales in an industry may be valued differently due to leverage, margins, and volatility of business. Value funds aim to identify and invest in those company stocks that have lower valuations,…
The equity markets are currently at all-time high. Since aggressive hybrid mutual funds invest 65%-80% of its assets in equities, they have benefitted immensely; except that, pure equity funds have relatively higher gains. However, if the market conditions turn volatile in the foreseeable future, aggressive hybrid mutual funds can offer better downside protection compared to pure…
The past few years have been full of technological advancement in almost every field. The mutual fund industry is among those that have quickly adapted to meet the demands of the new world. Mutual fund houses use technology in its various processes such as execution of transaction, servicing customer requests, etc. The crucial task of…
The second wave of COVID-19 merely created a pause in India’s consumption story. The experts say economic recovery and demand in consumption are likely to improve further as many states have lifted the lockdown restrictions and vaccination drive is going at a better pace. Improvement in economic activities exhibit that this growth will benefit the…
Market regulator SEBI has taken action against Kotak Mahindra Asset Management Company (Kotak AMC) for delay in payment of maturity proceeds to unitholders in six of its Fixed Maturity Plans (FMPs). SEBI in its order stated that Kotak AMC did not pay investors full proceeds based on the declared Net Asset Value (NAV) of the…
