Insights

Category: Research Desk

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How to Deploy Lumpsum into Equities?

Arun Kumar

The Dilemma! Equity markets have had a significant rally in recent times. You have additional money to invest in Equities. But given the high valuations and sharp rally, you are…Continue Reading

Floating Rate Funds – Many a Slip Between the Cup and the Lip

Arun Kumar

What’s happening? Most debt funds (especially the ones with higher duration) have seen a dip in returns over the last 2 months as yields have gone up sharply.  The increase…Continue Reading

A Primer on Making Sense of Debt Fund Returns

Arun Kumar

In the last few weeks, you would have suddenly noticed that some of your debt mutual funds have given slight negative returns. The extent of negative returns would be different…Continue Reading

What happens when you start your Equity SIP and the market crashes?

Shrinath M L

As markets continue to rally, which in fact is good news for all Equity SIP investors, this also brings along with it some lingering concerns. I was planning to start…Continue Reading

5 Finger Investment Framework

This Is All You Need To Construct A Solid Equity Portfolio – Your 5 Fingers!

Shrinath M L

Last week, an old college friend of mine had called. He wanted to invite me for his housewarming party as he had recently purchased a new house. During our conversation…Continue Reading

Equity Markets – What Next?

Arun Kumar

Setting Reasonable Return Expectations Every day, when I start from my home to office (a routine which I badly miss in the new “work from home” life), I roughly know…Continue Reading

The ‘Rebuilding India’ Budget

Arun Kumar

A pragmatic, bold and growth oriented budget with a focus on capital spending to revive the economy without resorting to higher taxes. Quick Summary A budget focused on investment-led growth…Continue Reading

7 Brutally Honest Questions That Answer Your Equity Exposure Dilemma

Arun Kumar

The question everyone wants an answer for… You have often heard about the adage “Buy Low – Sell High”. Now that markets are at an all-time high, shouldn’t you SELL…Continue Reading

Conservative Hybrid Funds – Not So Conservative!

Shrinath M L

At the current juncture, fixed income investors need to be prepared for relatively lower returns both from Bank Fixed Deposits and Debt funds compared to the returns they enjoyed in…Continue Reading

What if your SIP had more powers? Presenting ‘Power SIP’

Arun Kumar

We have always remained strong proponents of systematic investment plans (SIPs) in equities. The reason it works over the long run is because it helps in averaging out the buying…Continue Reading

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