‘Less is more’ is an unprecedented trend that has been gaining a lot of momentum. The concept of less is more is based on the value of simplicity and clarity, which implies that having less can help you add more value. The same principle can be applied when you build your mutual fund portfolio by…
A portfolio that is diversified not just across asset classes but spread across geographies with adequate allocation can mitigate the overall risk. Given the current market environment and the nature of world economy, it is prudent for investors to consider investing in markets outside India. US Equity markets have been one of the most developed…
In the last couple of days, I have received quite a few emails and calls from investors inquiring about the stoppage of fresh transactions in Parag Parikh Flexi Cap Fund and a few other schemes offering exposure to offshore equities. Even there has been a good amount of discussion on social media about fund houses…
Focused Mutual Funds hold concentrated exposure to select stocks with an aim to clock higher growth rate as compared to the broader market. Unlike Sector/Thematic Funds that also invest in a concentrated portfolio of stocks to generate high returns, Focused Mutual Funds have the flexibility to select stocks from a wider universe, depending on the…
The Honourable Finance Minister Ms. Nirmala Sitharaman presented the Union Budget 2022-23 in the Parliament on February 01, 2022, highlighting various measures taken by the government to enhance the economic recovery and boost the growth of sectors that fuels the economy. The Indian manufacturing sector is expected to become a major driving force for the…
The much-awaited Union Budget 2022-23 is finally out. Now the question is, will its impact on the equity markets and your mutual fund investments last beyond a few market sessions? As you are aware, the Union Budget happens to be an important event not just for the markets, but also for the economy and all sections of…
The concept of passive investing is gaining traction, particularly in the large-cap space. Post pandemic, the focus on large caps is only increasing amidst lofty valuations. Large caps have more stable business models with a focus on good corporate governance, and they provide more liquidity in tumultuous market conditions. Many fund houses have come up…
Finance Minister Nirmala Sitharaman presented the Union Budget 2022 today in the Parliament. As India continues to reel under the impact of the COVID-19 pandemic, the Budget for FY 2022-23 focused primarily on boosting the economic recovery. The Finance Minister has proposed to step up capital expenditure to Rs 7.5 lakh crore in FY 2022-23…
The Indian markets at times have a low-to-moderate correlation with some international markets. This, therefore, reduces portfolio volatility and ensures suitable diversification, especially with developed markets. As an investor, you can benefit from having some exposure to international investments in innovative and unique companies across industries that are not available in the domestic market space.…
The S&P BSE Sensex has lost over 4,000 points or 6.6% over the last seven trading sessions (as of January 27, 2022). Equity mutual funds saw a decline in their NAV in the range of 3-10% during this period. In the coming months, the COVID-19 pandemic induced restrictions, escalating geopolitical tensions, rising inflation, the US Federal Reserve tapering its…
