Smaller companies are lesser-known and undiscovered but could generate extraordinary returns for you, provided they are spotted right by conducting adequate research, and the investment is made at an opportune time — much before most other investors begin to chase them. They hold the potential to become tomorrow’s large-cap companies. However, not all smaller companies…

Whether you are new to investing or have been in the market for years, you may feel as if you are lost at sea, looking for a safe harbour due to the ongoing market volatility. The Indian equity markets have been witnessing volatility in tandem with the global markets for quite some time. Investors are…

The equity market is expected to tread on uncertain paths in the near term due to various factors such as rate hikes by the RBI and other global central banks, spiralling inflation, and persistent selling by FPIs. In such a situation, investors need to be cautious and focus primarily on the large-cap segment. Large-cap Funds…

The Securities and Exchange Board of India (SEBI) has allowed mutual fund houses to launch passive Equity-linked Saving Scheme (ELSS) with effect from July 01, 2022. Mutual Fund houses can launch passive ELSS (through Index Fund) under ‘other schemes’ category. Notably, passive schemes in other equity funds categories such as large-cap, mid-cap, multi-cap, etc. are already in existence.…

Passive Funds such as Exchange-traded Funds (ETFs) and Index Funds have gained a lot of momentum in the last few years. Mutual funds have launched a spree of passive funds in recent years to offer investors the benefit of diversification at a low cost. In the debt fund category, too, AMCs have launched quite a…

The Indian equity market is going through a rough patch amidst a spike in inflation, increasing global interest rates, policy rate hikes by the RBI, a depreciating rupee, and FPI sell-offs. It is noteworthy that during a stiff market correction, many stocks and sectors are temporarily discarded by investors and enter a cheap valuation zone.…

One of the major encounters that investors’ are facing these days is wide fluctuations in the equity market. The one word on every market participant’s mind is ‘volatility,’ and their first reaction to this volatility is panic. In the last month, the S&P BSE Sensex has declined by nearly 3,000 points, while the broader S&P…

Mid-cap funds and Small-cap Funds lost significant values over the last few months owing to the sharp volatility in the equity market. In the last one month, Mid-cap Funds saw a decline in returns of around 8%, while Small-cap Funds fell by around 8.5% on an average. On the other hand, Large-cap Funds fared slightly…

Investors usually start investing in mutual funds looking at their past performance. However, it is of paramount importance that investors consider the risk that mutual fund will expose them to, after all risk and return are two sides of the same coin. Remember that in mutual fund investments, higher returns is generally associated with higher…

Equity market investors have witnessed intensified volatility over the past few weeks due to factors such as the Russia-Ukraine war, surging inflation, and major central banks (including RBI) raising policy rates. The S&P BSE Sensex is down sharply from its all-time high and is currently trading at around 53,000 level. In the current market environment,…