There is great demand for small cap funds among retail investors over the past few months. In each of the months of this financial (FY 2023-24) on a year to date basis, small cap funds attracted the largest net inflows among all actively managed equity mutual fund categories. In April, May, June and July 2023, small cap...Read More

Index funds are passive mutual fund schemes which track a market benchmark index e.g. Nifty 50, BSE Sensex, and Bank Nifty etc. Assets under management (AUM) of passive funds have seen explosive growth in India in the last few years, especially since the COVID-19 pandemic. Industry AUM of Exchange Traded Funds (ETFs) and...Read More

Passive investing is becoming popular in India in recent years. As per AMFI July data, net Assets under Management (AUM) in passive funds multiplied by 3.5 times in the last years (source: AMFI, as on 31st July 2022). Exchange Traded Funds (ETFs), a type of passive fund, is now the largest mutual fund category in terms...Read More

The India Growth Story continues to be strong despite short term macro headwinds. Rising income in India is creating a demand for better goods and services. The Government’s economic policies over the last 2 terms, together with the impact of COVID-19 pandemic, have triggered a shift towards the organized sector making...Read More

Balanced Advantage Funds, also known as Dynamic Asset Allocation Funds, are hybrid mutual funds which manage their asset allocation dynamically between equity and debt. The asset allocation will change depending on market conditions using quantitative asset allocation models. You can see in the chart below that, different...Read More

A bond ladder is a portfolio of fixed income securities (debt and money market) maturing at different dates. For example, a bond ladder may have securities that are maturing in 1 year, 3 years, 5 years, 7 years and 10 years. The purpose of a bond ladder is to protect investors from interest rate risks. In this article, we will discuss...Read More

The Bharat Bond ETFs of different maturities are the biggest fixed income exchange traded funds (ETFs)in India. Bharat Bond ETF is an initiative of Department of Investment and Public Asset Management (DIPAM), under the Ministry of Finance. The funds are managed by Edelweiss AMC."To reach a goal you have never...Read More

Passive funds invest in a basket of securities which track a market index. Weights of securities in the fund mirror the weights of the constituents in the index. Unlike actively managed mutual funds, a passive fund does not aim to beat the market. In other words, passive funds give market returns subject to tracking error (we will...Read More

It's 7 am; I get a reminder from Alexa to buy litter for my cat online. Here I go on Amazon and place my order. While I am browsing my Twitter feed for the latest news my Nescafe is brewing. With a hot cup of coffee, I start my day. Wear my smart watch and head out for a walk. While I am walking, I get a reminder on Microsoft Teams...Read More

Hybrid mutual funds are mutual fund schemes which invest in more than one asset class (e.g. equity, fixed income etc.). Asset allocation is one of the most important portfolio considerations for investors since it enable investors to balance risk and return for achieving their financial goals. While investors can balance their portfolio by...Read More