The fluctuations in the market environment, such as dynamic changes in sector leadership and even business leaders change over time, which may impact your investment portfolio. These changes influence the performance of your investments and derive your portfolio returns. Hence, it is important to choose a fund with an investment approach that is flexible to…
The equity market is reeling under pressure since the US Federal Reserve signaled that it would raise policy rates and end bond purchases in March. Investors can expect the volatility in the equity market to continue in the near future as well, due to various headwinds in play. In the current market environment, those investors looking for…
Factor-based investing is an investment approach that involves targeting specific drivers of returns across asset classes. Any characteristic that helps explain an assets long-term risk and return performance is referred to as a factor. Factors are the cornerstone of investing, and they serve as the building blocks for all investment processes. E.g., Momentum, Quality, Value,…
After a winning run in the last one month, the Indian equity market has turned highly volatile due to weak domestic and global cues. The S&P BSE Sensex is down by around 3,800 points (or about 6%) in the last 5 trading sessions. Yesterday, January 24, 2022, the Sensex logged the steepest fall in over…
Global investing as a theme has picked up in a big way, with Indian investors pouring money in funds offering Global diversification. Global funds help investors tap new themes, diversification, and investing in companies whose products or services are consumed globally (overcoming home bias). As markets around the Globe perform differently each year, diversification to…
As per SEBI categorization norms, Flexi Cap funds are mandated to invest a minimum of 65% of its assets in equity and equity related instruments with no restrictions around market cap allocations. Multi-cap funds are restricted to a market cap of 25% allocation across each segment (i.e., large-caps, mid-caps, and small-caps). This has pushed many…
Technology Mutual Funds, or IT Sector Mutual Funds, generated stellar returns in the calendar year 2020 and 2021, delivering average returns of 59.4% and 67.3%, respectively. ICICI Pru Technology Fund turned out to be the top performer in the category, generating 77.8% returns in absolute terms in CY 2021. Barring Franklin India Technology Fund, all…
The world is transforming across multiple sectors, including mobility, energy generation, space exploration, electronics, technology, etc. There has been a greater emphasis on using eco-friendly technologies to address the climate change. Different resources are required to ensure the progression of each of these advancements, and silver is a common element. India’s silver production has been…
Large & Midcap Funds aim to offer wealth-creation opportunities by investing in an optimum mix of large-cap and mid-cap stocks, i.e., the leaders of today as well as the future leaders. Thus, you benefit from the stability and steady growth of large-cap stocks and the high growth potential of mid-cap stocks through a single fund.…
India’s share in Global Manufacturing output has remained relatively low compared to other economies. Hence, the government is focused on this space to stay globally competitive. The manufacturing sector has the potential to become a major driving force for the growth of the Indian economy. With the rise in demand and sharp output, the manufacturing…
