Mutual Funds Articles

Asset allocation is one of the most important aspects of financial planning. The purpose of asset allocation is to balance risk and return in your portfolio. Quantum Mutual Fund’s 12 – 20 – 80* asset allocation strategy is aimed at building a balanced diversified portfolio which invests across different asset classes. The long...

Multicap funds are diversified equity mutual fund schemes which invest across market cap segments i.e. large cap, midcap and small caps. Multicap funds are among the most diversified among all equity funds because they are not only diversified across industry sectors, but also across market cap segments. Prior to September 2021, multicap...

Equity Linked Savings Schemes are mutual fund schemes which qualify for tax savings under Section 80C of Income Tax Act, 1961. You can claim up to Rs 1.5 lakhs deduction from your taxable income by investing in ELSS. ELSS investments have a lock-in period of 3 years. If you are investing in ELSS through Systematic Investment Plans, each SIP...

Taiwan is one of the fastest growing emerging markets in the world (source: Bloomberg, 2021 GDP forecast). With a population of just around 23 million, Taiwan's nominal GDP stood at USD 669 billion (2020). Taiwan's per capita GDP is USD 28,371 (source: World Bank, 2020) which is nearly thrice of China’s per capita...

Gold is considered to be an auspicious investment in many Indian households. Many families purchased Gold in this festive season with many jewellers reporting strong sales after the COVID gloom. The wedding season is now approaching and families will be gifting Gold to newly-wed couples. Apart from auspicious and...

Axis Flexi Cap Fund (formerly Axis Multi-cap Fund) completed 3 years in November 2020. 3 year performance period is usually a good horizon to evaluate the performance of a fund. The chart below shows the growth of Rs 10,000 in the scheme since its inception. You can see that the scheme was able to...

Indian equities have enjoyed a terrific bull run since the crash in March 2020 in the wake of COVID-19 pandemic. In the last one year (ending 31st August 2021) Nifty 50 TRI has given 51% returns, while the broader market (Nifty 500 TRI) has given 56% returns. The Indian economy is also showing strong signs of recovery from the COVID...

Have you heard from anyone saying that he has been allotted all the shares he subscribed for in a good company IPO and also made maximum gains from that investment? Most likely not. Many of us who participate for an IPO experience challenges like Good company IPOs are normally oversubscribed...

Axis ESG Equity Fund was launched in February 2020. The scheme is managed by Mr Jinesh Gopani and Mr Hitesh Das, and has Rs 1963 crores of assets under management (AUM) as on 31st July 2021 (source: Axis MF July 2001 fund factsheet). The expense ratio of the scheme is 2.12%. The scheme benchmark...

Dynamic Asset Allocation changes equity and debt allocations of the portfolio based on market conditions. Dynamic Asset Allocation models usually increase asset allocation to equity and reduce allocation to debt, if equity valuations fall. If equity valuations increase, then dynamic asset allocation models...