What are Arbitrage Funds? Arbitrage Funds are Debt Oriented Hybrid Funds which invest in a mix of Arbitrage and Debt/FDs. They usually have 65-75% of their portfolio in ‘Arbitrage’ investments…Continue Reading
This framework was first circulated to FundsIndia clients on 01-Mar-24, as we exited from our Small Cap Tactical call Are Small caps in a bubble? Here is our 6 lens…Continue Reading
Key Highlights 1. Continuing on the path of Fiscal Consolidation Projected fiscal deficit at 5.1% of GDP for FY25 – in line with the original fiscal consolidation glide path…Continue Reading
This article was originally published in Livemint. Click here to read it All of us hate pain. But what if you could live a life without pain? Wouldn’t that be wonderful? Welcome to…Continue Reading
In the last few months, Indian equity markets have recovered (up around 14%) and have reached new all-time high levels. When markets reach all-time highs, it’s normal to feel uneasy…Continue Reading
An abridged version of this article was first published in Livemint. Click here to read it ‘Subtracting’ Your Way To Success In 1948, the McDonald brothers Richard and Maurice, temporarily…Continue Reading
An abridged version of this article was first published in Livemint, Click here to read it Most of us think, bull markets are easy to participate and make money. However, surprisingly, many…Continue Reading
“Given the sharp run-up in recent weeks, I feel the risk of a large market fall has increased. Should I redeem my equity investments to avoid loss?” If you had…Continue Reading
An edited version of this article was originally published in Financial Express. Click here to read it. In our previous blog, we had talked about evaluating Equity Savings Funds as a debt…Continue Reading
Here are the returns of debt funds in recent years… One look at this table tells us that the past returns are not great! And with the recent change…Continue Reading