Latest Saving, Investing & Mutual Fund Articles

Factor based investing is popular in developed markets and is becoming increasingly popular in India also. Since 1st January 2024, 19 factor based index funds or smart beta funds were launched. Momentum is one of the most dominant factors in the smart beta funds and has been in the news for the past 6 months. In this article we...

In our previous article on retirement planning, Retirement Planning: Accumulation Phase, we discussed that there are three phases of retirement planning – Accumulation, Transition and Distribution. The accumulation phase begins when you start your working life and continues till the mid stage of your career. The transition...

The stock market has been volatile from the last 4 to 5 months. The Nifty 50 is down almost 13% (as on 21st February 2025) from its 52-week high. Strong US Dollar and weaker than expected corporate earnings has triggered heavy FII sell-off. The market rebounded briefly after a favourable Union Budget which provided relief...

Bandhan MF has launched a new fund offer (NFO), Bandhan Nifty Next 50 Index Fund. Nifty Next 50 index comprises of 51st to 100th companies by market capitalization listed on the National Stock Exchange. While Nifty 50 and Sensex are the two most popular indices among passive investors, low-cost exposure to...

PGIM India Large and Midcap Fund has recently completed 1 year since its launch in February 2024. The fund invests primarily in large and mid-sized companies. As per SEBI’s mandate large and midcap funds must invest minimum 35% each in large cap (top 100 companies by market cap) and midcap sized (101st to 250th...

India is largely a domestic consumption driven economy and as per Economic Survey 2023-24, India’s private final consumption expenditure (at constant 2011-12 prices) is 55.80% of the GDP. With the latest rollouts in the Union Budget 2025, domestic consumption is expected to play a pivotal role in India’s economic...

The market has been very volatile for the last 4 months. Heavy selling by Foreign Institutional Investors’ (FII) due to weakening Rupee and concerns about earnings growth, has led Nifty correcting by nearly 12% from its 52-week high. The FY 2025-26 Union Budget had several fiscal policy measures e.g. income tax...

Financial Services plays a critical role in the economic growth and development of any country. Efficient financial systems with focus on financial inclusion is essential for the long-term development of emerging economies. For example, China has the largest banking sector in the world with bank assets nearly 3 times of its GDP...

The equity market has been volatile for the past few months due to heavy FII selling, triggered by strong US Dollar (INR Depreciation), concerns about valuations and corporate earnings outlook. Volatility has intensified in the last few weeks due to concerns about the trade policies of the Trump Administration. The...

Nippon India Mutual Fund has launched a New Fund Offer (NFO), Nippon India Active Momentum Fund. This is a thematic fund which will invest in the momentum stocks i.e. stocks which exhibit strong price uptrends. The NFO will open for subscription on 10th February 2025 and will close on 24th February 2025. Momentum, in the...