Investing can be a daunting endeavour, with countless choices that often leave investors perplexed. It’s no surprise that multi-asset funds are gaining significant attention in the Indian investment landscape. These funds are designed to simplify the investment process while offering a well-diversified portfolio to suit various risk profiles. In this blog, we will delve into …
It is quite common to hear someone inquire about which sector is expected to be the top performer in the days ahead. Before planning regarding sector funds, it’s crucial to grasp the concept of sector or sectoral funds and their capacity to generate substantial returns. While diversifying your portfolio is a vital risk mitigation strategy, …
Prepare for an exciting journey into the world of Environmental, Social, and Governance (ESG) investing. We will guide you through the intricacies of ESG, its Environmental (E), Social (S), and Governance (G) components, and delve into how to structure your own ESG portfolio. The Evolution of ESG ESG investing is currently a trending topic among …
In-depth analysis reveals that the top 100 mutual fund distributors in India wield substantial influence, overseeing 27% of the total assets under management (AUM) in the industry. As of March 2023, these distributors expertly manage nearly Rs. 11 lakh crore within the mutual fund sector. Diverse AUM Ranges The AUM of these top 100 Mutual …
Selecting a portfolio of four to five mutual funds from the vast array of options can be a challenging task. To simplify the process, a good starting point is to identify the appropriate mutual fund categories. Today, we’ll delve into the world of Value Funds, a subset of equity mutual funds. We will explore what …
In the ever-evolving landscape of investment opportunities, the Parag Parikh Arbitrage Fund (PPAF) emerges as a promising option for those seeking steady income and relatively low-risk investment strategies. This open-ended scheme, offered by Parag Parikh Financial Advisory Services Ltd., is currently open for subscription until October 27, 2023, with allotment scheduled for November 2 and …
Systematic Investment Plans (SIPs) have long been a favoured investment approach among Indian investors, offering a disciplined way to grow wealth over time. In this article, we will delve into the fascinating world of SIPs by pitting two IT giants against each other: Tata Consultancy Services (TCS) and Infosys. Through meticulous calculations and analysis of …
The Asset Management Company (AMC) industry plays a crucial role in the world of finance. AMCs are responsible for managing and investing assets on behalf of their clients, which can include individuals, institutions, and governments. This blog aims to provide an in-depth analysis of the AMC industry, shedding light on its key trends, challenges, and …
Small-cap funds are equity mutual funds that invest in companies with a small market capitalization. Market capitalization refers to the total value of a company’s outstanding shares, calculated by multiplying the share price by the number of shares outstanding. Small-cap companies are typically defined as those with a market capitalization of less than Rs 5,000 …
NFO, commonly known as New Fund Offering, means the initial offering of units or shares of a mutual fund or Exchange-Traded Fund (ETF) to the public for subscription. It is essentially the process through which a new investment fund is launched and made available for investors. The process of NFO is similar to the IPO, …
