Diwali, the most popular festival in India, that symbolises the victory of good over evil, light over darkness, and knowledge over ignorance has arrived. It is a time for celebration, jubilation, and spending quality time with your loved ones. The fact that some individuals receive Diwali bonus from their employers acts like a cherry on…
“I invested in a mutual fund scheme a year ago, but why do the scheme returns as per its factsheet don’t match my computation?” Novice Investors often raise such queries. If you too have wondered about mutual fund returns at any time, this article is for you. First of all, don’t get confused. When you…
Equity mutual funds follow different styles of investing, namely growth, value, or a blend of these styles. Each style of investment has its own advantages. The value style of investing is mainly suitable for pure long-term investors who prefer stocks with better margin of safety. Value investing is all about finding the ‘hidden gems’ of…
As investors look for innovative ways to diversify their portfolio, silver can be a useful tool for diversification while also exposing investors to a metal that is powering new-age industries. Financial assets tend to get affected and hit harder by economic turmoil and impacted by issues like inflation. Physical assets like gold and silver are…
A well-diversified portfolio spread across asset classes and geographies with adequate allocation can mitigate the overall risk. Given the current market environment, investors are considering an allocation to international funds that allow you to invest in the top firms and a variety of sectors/themes available in the global market. Expectations of higher profit after tax for the…
Following the news that HSBC Asset Management (India) Pvt. Ltd. is acquiring L&T Investment Management Ltd., investors of L&T Mutual Fund schemes seem to be apprehensive. Are you wondering what will happen to your investments in schemes of L&T Mutual Fund? Well, you don’t need to panic, as your investments are completely safe. You see, there…
Investing in ELSS offers you the triple advantage of tax-saving (under Section 80C of the Income Tax), wealth creation through equities, and the lowest lock-in period compared to other tax-saving instruments. The core objective of investing in ELSS is to maximise wealth by investing in a diversified basket of stocks spread across sectors and market…
The transportation and logistics segment consists of industries broadly classified under three key sectors, which are Auto Original Equipment Manufacturers (OEMs), Auto Components (Ancillaries) and Logistics. The theme incorporates as many as 22 sub-sectors, including auto, auto ancillaries, shipping, ports, railways, roads and airlines. There are a couple of new mutual fund schemes being floated now…
Freshly minted multi-cap funds are gaining traction, and the new look of multi-cap funds differs vastly from what it was a few years ago. While Multi-cap funds practiced a free-wheeling approach to market cap allocation earlier, they are now subject to stringent allocation norms. Multi-cap funds are mandated to invest at least 25% each in…
Given the current market conditions, mid-cap and small-cap stocks have significantly dropped in price and are available at lower valuations. Many investors consider it a good entry-point to diversify their portfolio in mid-cap and small-cap funds. The Mid-cap companies are considered to be emerging future market leaders or future large caps. Mid-cap investing intends to capture companies…
