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The strategy of the fund is to create a diversified portfolio of such companies across who have the business model that are likely to benefit from the structural changes in the society called megatrends. A Megatrend is a powerful long-term change that affects economies, businesses, and companies. It comes about on...

In our previous article, Steps to achieve financial independence at a desired age, we discussed that financial independence should be one of the most important goals in our life. Disciplined investments in mutual funds have the potential of creating wealth for you over sufficiently long investment horizon...

If you started a monthly SIP of Rs 10,000 in Canara Robeco Bluechip Equity Fund at the time of its inception(August 2010), you could have accumulated a corpus of nearly Rs 56 lakhs (as on 31st July 2024) with a cumulative investment of just Rs 16.8 lakhs. This large cap fund has recently completed 14 years...

Kotak MF has launched a New Fund Offer (NFO), Kotak Nifty India Tourism Index Fund. This is a passive fund, which will track the Nifty India Tourism Index. India is a land of great geographical diversity (mountains, oceans, deserts, jungles etc), historical heritage, cultural diversity and religious centres...

Hybrid funds are mutual fund schemes that invest in combination of two or more asset classes e.g. equity, debt etc. Balanced Hybrid funds are hybrid schemes in which the equity and debt allocations are both maintained in 40 – 60% range (as per SEBI’s mandate). Balanced Hybrid Funds offer a simple asset allocation...

The India Growth Story is intact and poised for the next phase of growth in the coming years. India is in a macro sweet spot with strong GDP growth outlook, narrowing fiscal deficit and stable currency. The stock market is trading at all time high. Global markets, especially the US market, have also supported the...

Winners do rotate across market cap segments (see the chart below). It is difficult for investors to anticipate which market cap segment will outperform and when. Large and midcap funds offer a market cap based asset allocation solution for the investor. Historically, Large and midcaps have had decent participation in market...

The stock market is trading at all time high. The leading bell weather indices, Nifty and Sensex are trading above the psychologically important 25,000 and 80,000 levels respectively. Positive macro factors (strong GDP growth forecast, narrowing fiscal deficit and stable currency) and bullish investor sentiments are...

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...

India celebrated its Independence Day on 15th August making it a proud moment for all Indians. On this occasion let us reflect on what independence means to a common man. As independent individuals, we have achieved commendable self-sufficiency in the years since India first hoisted the tricolour on 15th August 1947...