Most Popular Saving, Investing & Mutual Fund Articles

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 reduce...

2024 has been a very interesting year for the Indian stock market. While the broad trend of the market has been bullish, we have also seen periods of volatility in certain pockets and even in the broad market. In the first half of the year Nifty 50 TRI (Total return Index) gave 11.3% return while the broader market...

We live in a complex interconnected world. If anything, Covid-19 has shown us how co-dependent we are as global citizens and economies. This has necessitated an increasing focus on Environmental, Social and Governance (ESG) parameters in the manner Governments form policies, companies operate, and financial institutions...

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...

Though index funds have experienced huge growth in assets under management (AUM) over the last few years, there is relatively less awareness about factor based index funds or smart beta index funds. Factor indices are constructed based on quantitative, rule based investment strategies based on factors which...

AssetPlus, a leading fintech platform for Mutual Fund Distributors (MFDs) in India, is celebrating a phenomenal milestone – surpassing 10,000+ empaneled partners! This achievement signifies AssetPlus's unwavering commitment to empowering MFDs and their clients in the ever-evolving wealth management landscape...

Retail investors in India have traditionally favoured Bank Fixed Deposits and Government Small Savings Schemes for their fixed income investments. However, fixed deposit interest rates have generally been declining over the last 10 years (see the chart below). Nominal interest rates are directly related to the inflation and GDP...

Yes, the markets are volatile & hence I call them as “Behavior of the Beast”. I have taken data points from April 2018 till April of 2023. It covers the FII, DII & MFs Gross Purchase, Gross Sales & Net Purchase/Sales and the S&P BSE 500 movement. The FIIs have been Net Negative at...

The equity market has been rallying in 2023 with the market at record highs for the past 3 months. The Nifty crossed the 20,000 level in September. Asset allocation is always for your portfolio stability, but in very high markets it assumes even more importance. We have seen some profit booking from...

Franklin Templeton MF has launched a new diversified equity fund, Franklin India Multi Cap Fund. The New Fund Offer opened for subscription on 8th July and will close on 22nd July 2024. This open ended equity mutual fund scheme will invest in all three market cap segments, large cap, midcap and small cap, with minimum...