Anamika Pareek Articles

In this article we will review the Nippon India Vision Fund (Gr). If you had started Rs 10,000/- monthly SIP in Nippon India Vision Fund (Gr) at its inception, it would have grown to a whopping Rs 9.33 Crores with a cumulative invested amount of Rs 34.2 Lakhs only. This fund was started in October 1995 and over the years...

The Axis Multicap Fund was launched in December 2021 and has a current AUM of Rs 4874.75 Cr as on 31st January 2024. The TER (Total Expense Ratio) of the Growth option of the fund was Rs 1.90% as on 29th February 2024. The benchmark for the fund is the Nifty 500 Multicap 50:25:25 TRI. The Fund is managed by...

According to SEBI guidelines, the top 100 stocks by market capitalization in India are known as Large Cap stocks. The market capitalization of Large Cap companies lies between Rs 690 bn to Rs 18 trillion. (AMFI data as on 31st December 2023). The core sectors like petroleum products, oil and gas, coal, power, cement steel...

Post the COVID-19 2020 market crash, small cap funds emerged strongly and outperformed in 3 out of the 4 years since then. With the exception of 2022 small cap funds as a category has beaten returns of large cap and mid cap category. After the correction in 2022, the year 2023 saw a huge...

Arbitrage Funds are equity-oriented hybrid funds that leverage arbitrage opportunities, like differences in the pricing of shares in two different exchanges, or in the prices at the spots and futures market etc. Since there is a simultaneous buy and sell, they do not carry the volatility...

Healthcare as a theme has tremendous growth potential and includes businesses in diagnostics, hospitals, medical equipment, specialty chemicals, insurance, and other allied sub sectors. Investment into healthcare themed funds allows investors to participate in the growth potential of this...

The equity market is prone to fluctuate between highs and lows. In the long run above 3 years, the troughs in equity performance have historically always been followed by a correction and then rising markets. These points in the downward markets are where valuations are attractive...

A strong rally in the equity markets witnessed the Nifty 50 index crossing the historic 20,000 levels in September 2023. Since mid-September, we saw investors booking profits and the Nifty correcting nearly 700 points (as on October 20, 2023) from its historic all-time high. Since then the market has recovered...

Asset allocation is the diversification of funds across various asset classes like equity, debt, commodities etc. with the objective of balancing the risks with returns. Asset allocation has traditionally been looked at as allocating investment between equity, and debt. In recent months, multi...