Advisorkhoj Research Team Articles

SBI Mutual Fund launched SBI Balanced Advantage Fund last year in August. The scheme manages its asset allocation dynamically based on valuations and some other parameters. SEBI does not have asset allocation upper and lower limits for dynamic asset allocation funds or balanced advantage funds. In other words...

Nippon India Mutual Fund has launched Nippon India Silver ETF and Nippon India Silver ETF FOF. The fund of funds (FOF) will invest in units of Nippon India Silver ETF. While gold Exchange Traded Funds (ETFs) have been around in India for some, silver ETFs are very new. Nippon India Silver ETF is one of only 3 silver ETFs announced so...

The infrastructure sector in India comprises of power, telecommunications, roads, railways, ports, airports, irrigation etc. Infrastructure funds are thematic equity mutual fund schemes which invest in stocks that are associated with the infrastructure sector. Infra funds usually invest in power, cement and construction, oil...

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...

We are in the middle of the festive season and this time of the year, as per Indian cultural tradition, is auspicious for buying Gold. Gold is also seen as an important asset class from an investment viewpoint. Long term growth in Gold value makes it a hedge against inflation. Gold is also a risk diversification...

Banking and PSU Funds are debt mutual fund schemes which invest in debt and money market instruments issued by banks, public sector undertaking (PSU) and public financial institutions (PFI). As per SEBI’s mutual fund classification guidelines, Banking and PSU Funds must invest at least 80% of their...

Contrarian investing is an investment style where the investor goes against the market trend. The market is simply the collection of all investors and the market trend reflects the collective wisdom of the majority of investors. Contrarian investment involves doing the opposite of what the majority of investors are...