It is a well-established fact that no particular market cap can turn out to be an outperformer every year. Hence, diversification across the market cap, viz. large-cap, mid-cap, and small-cap can help you to lower the impact of volatility on your portfolio and thereby earn better risk-adjusted returns. Investing in Flexi Cap Mutual Funds is a great…
Mid Cap Mutual Funds offer you the opportunity to create significant long-term wealth. Historical data suggests that Mid Cap Mutual Funds have the ability to outperform Large Cap Mutual Funds over the long term. If you carefully select Mid Cap Funds for your portfolio, you can reap high returns that will help you address long-term goals…
The year 2022 proved to be a year of consolidation for global equity markets and witnessed a complete reversal of some of the major trends of 2020 and 2021. A liquidity-driven rally that started from the lows of March 2020, supported by cheap valuations and then by the earnings recovery, extended to 2021. During this…
Large Cap Mutual Funds invest in market leaders that have the ability to generate stable returns even amidst stock market chaos. So, as a mutual fund investor, large cap mutual funds are a must in your portfolio. But finding the best large cap mutual funds to invest in 2023 could be a challenging exercise for most investors because…
Large Cap Funds invest in stocks of large-sized companies that are usually market leaders. Since Large Cap Funds invest in well-established businesses, they are less risky compared to Mid Cap Funds and Small Cap Funds. Over the long run, Large Cap Funds can offer steady growth of capital at moderate risk. Thus, if you want to…
The year 2022 put gold under a bright spot. The precious yellow metal displayed its trait of being a safe haven, a hedge, and a store of value in times when we all have been witness to Russia’s invasion of Ukraine, mounting geopolitical tensions, energy crisis, spiralling inflation (also called rising cost of living), central banks monetary…
The Ministry of Finance on Thursday announced that the subscription for Series III of the Sovereign Gold Bond Scheme 2022-23 will open on December 19, 2022, i.e., today. The subscription will remain active until December 23. The bonds will be settled on December 27. The issue price of the SGB 2022-23 Series III has been…
Small Cap Mutual Funds are high risk – high return equity mutual funds. Investment in Small Cap mutual funds is associated with higher risk levels compared to mid-cap and large-cap funds as they invest in lesser-known and under-researched companies. Over the short and medium Small Cap Funds, they can witness intense volatility and higher downside, particularly during…
The year 2022 has been a difficult year for global equity markets. With the risk-off trade largely playing out all around the year, major global equity indices struggled. But despite the challenging situation, particularly in the first half of 2022 (with COVID-19 cases, Russia’s invasion of Ukraine, the supply chain disruptions, inflation spiralling, and then…
As the financial year 2022-23 draws to a close, it is better to have your tax saving plan in place if you have not already done so. Equity-Linked Saving Scheme (ELSS), also known as Tax Saving Mutual Fund, is one of the most worthy avenues for tax-saving and wealth creation. These funds have the flexibility…
