Passive investing through low-cost index funds has been an option available for investors for a while now. In the past few years, passive, low-cost funds have made their way into large-cap, small-cap, mid-cap, thematic, and sectoral fund categories. Some of these new passively managed index funds have also attracted strong inflows and are considered a…

The Indian banking sector has been under pressure due to a high volume of non-performing assets (NPAs) that surged in 2020 due to the adverse impact of the pandemic. However, the government’s support mitigated the risks in the banking and financial sector. In order to strengthen the banking industry and to improve capital adequacy, ten…

Environment, Social, and Governance (ESG) investing works on a simple principle — a company that is responsible towards its environmental, social, and governance footprint can be expected to grow sustainably. ESG investment as a theme focuses on businesses that… Conserve the environment Honour its commitments towards the society Follow transparent, fair, and good governance practices…

After a stellar run in 2021, sharp volatility is plaguing the Indian equity market since the past few weeks due to the recent concerns about the looming threat of omicron variant, and the US Federal Reverse’s announcement of tightening the monetary policy, that will be followed by RBI with hike in interest rates to control…

Contra Funds can be a good bet to diversify the portfolio. As the name suggests, these funds take a contrarian view on stocks and sectors going through a temporary tough phase. Often investors tend to avoid stocks/sectors that may be inappropriately priced in the short run due to fear of losing out. However, some of these…

Target maturity funds have started gaining traction as a superior investment option from the debt market because they allow investors to take advantage of duration strategies, due to their pre-defined tenures. Selecting the right investment product is essential to meet your investment objectives. Target maturity fund is an ideal solution for investors with a set…

The January to March quarter of any financial year is crucial for mutual fund distributors and intermediaries of financial products and services. Receiving calls from mutual fund distributors/investment agents/relationship managers pestering you to invest in some or the other tax-saving investment products is a very common affair around this time of the year. As you…

Large-cap index funds have become popular among mutual funds investors in the past few years. The NIFTY 100 Index is a basket of India’s top 100 large-cap companies, in full market capitalization. It is considered as a combination of investing in NIFTY 50 and NIFTY Next 50 simultaneously. The Nifty 100 Index comprising the top…

On February 03, 2022, Facebook’s parent company Meta Platforms witnessed the worst single-day crash in the US history as its share price plunged by 26.4%. Consequently, several International Mutual Funds in India as well as domestic mutual funds with exposure to global equities saw a decline in their daily NAV. The sell-off in the stocks…

Interest rates on traditional products have been unattractive for a few years. Investors thus have been looking for alternate options that could yield better tax-adjusted returns at low costs. These characteristics are present in passive debt index funds, which appear to be a good option for investors with less risk appetite while clocking returns from…