Category: Mutual Fund Basics
Fundamentals and key attributes of Mutual Funds as well as the industry at large
Should You Consider Thematic & Sector Funds for Your Portfolio?
September 4, 2024Sector & Thematic funds are becoming popular… Over the past 12 months, more than 1/3rd of equity mutual fund net inflows have gone into sector and thematic funds. It’s now…Continue Reading
India Budget FY25: Focus on 3 C’s – Consolidation, Capex & Capital Gains
July 24, 2024Key Highlights 1. ‘Policy continuity’ with no major populist announcement despite election result 2. Continued focus on fiscal consolidation Further reduction in fiscal deficit target to 4.9% of GDP for…Continue Reading
Indian Equity Markets at All-Time Highs. Should you worry?
July 8, 2024In the last few months, Indian equity markets have rallied and reached new all-time high levels. When markets reach all-time highs, it’s normal to feel uneasy and worry that it…Continue Reading
Should you invest in an NFO? Here is a Framework that will help you decide
June 12, 2024This article was originally published in Livemint. Click here to read it Nowadays, there are new mutual fund launches almost every day! Thanks to the bull market and increasing equity market participation, in the…Continue Reading
Here is everything that you need to know about Arbitrage Funds
April 5, 2024What 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
Are Small Caps in a Bubble?
March 13, 2024This 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
India Interim Budget FY25 – Continued Emphasis on Capex and Fiscal Consolidation
February 2, 2024Key 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
The Girl Who Felt No Pain and the Indian Investor
January 30, 2024This 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
Indian Equity Markets at All-Time Highs. What should you do?
December 19, 2023In 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
The Lost Art of Subtract!
November 8, 2023An 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
