Market bellwether S&P BSE Sensex and Nifty 50 indices closed at fresh all-time high last Friday, i.e. August 13, 2021. The Sensex and Nifty 50 index zoomed past the 55,000 and 16,500 mark, respectively, for the first time. Though the mid-cap and small-cap indices witnessed some consolidation in the last few days, it continues to…
Investors’ sentiment are as changeable as the cycles in equity markets, which are volatile by nature and fluctuate as part of a particular market cycle and shifts in macro-economic conditions. If investments are driven by emotions or biases, the investor might suffer capital loss from unworthy investments, ad-hoc decisions, and inappropriate asset allocation. Many a…
Continuing the positive momentum, large cap indices — S&P BSE Sensex and Nifty 50 hit new record highs today. Despite the sharp rally, the large-cap segment has underperformed the mid-cap and small-cap segment in the last one year. However, since large-caps have the capability to withstand market volatility, large-cap mutual funds should form a core part of…
Mid-cap funds and Small-cap funds have generated stellar returns since bulls took charge of the equity market towards the end of March 2020. Many mid-cap and small-cap stocks have spiralled upwards in the last one and a half years outpacing their large-cap peers. With this, mid cap and small cap indices have scaled new record…
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…
In its constant endeavour to protect investors’ interest, SEBI has taken several bold measures over the past few months for mutual fund houses to become more accountable and transparent for their actions. SEBI has taken most of these measures in the wake of the Franklin Templeton mutual fund fiasco. According to SEBI’s findings, some top executives…
Index funds are the most favourable investment avenue for investors seeking to follow passive investing style. The main objective of index funds is to invest in the securities of a specific index and replicate the performance of the underlying index. The benchmark indices such as, S&P BSE Sensex, NSE Nifty 50, Nifty 100, and Nifty…
As per SEBI categorization norms, Flexi cap funds are mandated to invest minimum 65% of its assets in equity and equity related instruments with no restrictions around market cap allocations. It offers investors with diversification across market caps based on prevailing market conditions. The Flexi cap funds provide a diversified approach that ensures risk-adjusted optimal…
As the Indian equity market continues to scale new highs, the mid-cap segment too has showcased a stellar performance. Outpacing its large-cap fund peers in the last couple of years, the outperformance of the mid-cap funds category is one of the highest among diversified equity funds. However, do not ignore the risk associated with investing in mid-cap…
Given the vast universe of stocks out there, spotting the right wealth creators out of a plethora of options is not an easy task. While diversification is the key to sustainable investing, when it comes to a concentrated portfolio, ensure stock selection is done appropriately, as including unworthy stocks may spoil the overall performance of…
