Asset allocation refers to diversification of your investments across different asset classes e.g. equity, fixed income, commodities, international equities etc. The old proverb, “do not put all your eggs in one basket”, is one of the most important tenets of investing. Diversification can balance risk and returns for...Read More

Retails investors have traditionally favoured diversified equity funds for their investment portfolios. As per AMFI October 2024 data, are 85% of active equity assets under management (AUM) are in funds which are diversified in nature (including market cap specific funds). However, interest in thematic / sectoral funds is...Read More

With the advent of festivals and wedding season, Gold is on many investors’ mind. However, instead of looking at Gold as just jewelry, investors should understand the importance of including Gold in their investment portfolio. In the ever-changing financial environment, investors look for secure and dependable assets...Read More

Smart beta funds are funds which combines passive and active methods of investing. Smart beta funds track factor indices. Most investors still associate passive equity investments with investing in broad market indices like Nifty 50 or Sensex. Though relatively new, more than 20 smart-beta index products are currently...Read More

Indian equities closed July 2024 at record highs, continuing its strong bull run since 2023.The Sensex closed July above the 80,000 level. Nifty also made record high, closing near the 25,000 mark. The rally was broad based with midcaps and small caps outperforming large caps. Nifty Midcap 150 and...Read More

A large section of retail investors has traditionally favored diversified equity funds for their investment portfolios. As per AMFI June 2024 data, more than 85% of active equity funds assets under management (AUM) are in funds which are diversified in nature (including market cap specific funds). By diversified funds, we...Read More

Index funds have been growing in popularity in India over the past few years. Investor interest in index funds started growing after the outbreak of COVID-19 pandemic and we have seen huge growth in assets under management (AUM) over the last 4 years. Though passive funds have attracted the interest of many retail...Read More

2023 was a very strong year for equity markets but there were concerns about valuations going into 2024. In February, the market regulator, SEBI issued an advisory on froth building up in midcap and small cap stocks, following which we saw some correction in these stocks. We are now in the middle of the Lok Sabha...Read More

Large and midcap fund is one of the most popular mutual fund categories, especially among retail investors. As per AMFI’s March data total assets under management in large and midcap funds is more than 2 lakh crores (as on 31st March 2024) with more than 90 lakh folios. Large and midcap funds are diversified equity funds which...Read More

Asset allocation refers to the diversification of your investment portfolio across different types of assets. A 1986 study done in the United States showed that asset allocation is the most important determinant of portfolio performance (source: Brinson, Hood, Beebower, Financial Analyst Journal 1986). Equity and fixed income...Read More