Latest Saving, Investing & Mutual Fund Articles

Kotak Mutual Fund has launched a New Fund Offer,Kotak Consumption Fund. Kotak Consumption Fund will be an actively managed thematic equity scheme. The scheme’s benchmark index is Nifty India Consumption Index. The NFO will open for subscription on 25th October 2023 and will close on 8th November 2023. Domestic...

Quantum Mutual Fund has launched a small cap equity scheme, Quantum Small Cap Fund. The New Fund Offer has opened for subscription on 26 October 2023. The NFO will close on 27 October 2023. Small cap has been the best performing segment of the equity market in 2023; Nifty Small Cap 250 TRI has given...

360 ONE MF launched their flexicap fund in June 2023 after IIFL MF became 360 ONE MF earlier during the year. Though 3 months is too short a timeframe to review the performance of equity funds, the investment strategy of 360 ONE Flexicap Fund is unique and has the potential of consistently generating alphas for investors...

The age old investing wisdom is “Buy low / Sell high”. To see if Indian investors are following this adage, we looked at the monthly net inflows in small cap funds since the beginning of FY 2023-24 and compared them with Nifty Small Cap 250 TTM PE multiples (see the chart below). You can see that the net monthly flows doubled from...

Equity and fixed income are the traditional asset classes for retail investors. However, commodity investments can help you diversify your portfolio in asset classes other than equity and debt. Commodities are natural resources which can be used as raw material to create different products. Examples of commodities are precious metals...

Your children’s future is one of your most important aspirations in life. Your childhas the right to dream big and you should support their dreams. But parents have to be realist. You need to think about how much you need to save and invest to help your child fulfil his / her aspirations. As per an insurance survey, 35% of parents worry...

India will celebrate World Investor Week, an initiative of International Organization of Securities Commissions (IOSCO), from 9th to 15th October 2023. In India, World Investor Week is a global campaign to promote investor education and protection. IOSCO is a global association or market regulators...

Retirement planning is a subject that often takes a backseat in our busy lives. With day-to-day expenses, immediate financial goals, and the belief that retirement is a distant future, it's no surprise that retirement planning is often neglected. However, recent statistics paint a concerning picture...

Small caps have outperformed ever since the market started recovering after the COVID-19 crash in 2020. Small caps outperformed in CY 2020 and 2021, but they underperformed in CY 2022. The 2022 correction made small caps attractive, and they bounced back strongly in 2023. Small cap funds saw a huge...

The equity market has been extremely bullish in this financial year (FY 2023-24) despite high-interest rates. Strong earnings growth in Q1 and cooling inflation have supported the market. The Nifty crossed the 20,000 level in September. The broader market has outperformed with midcaps (Nifty Midcap 150 TRI) and small caps (Nifty Small...