Latest Saving, Investing & Mutual Fund Articles

Equity market has been volatile for last 6 months. Concerns over tariffs and trade policies of Trump Administration has led to FII sell off. Net FII sale in January – February crossed Rs 1.1 lakh crores (source: NSDL, as of 28th February 2025). All market cap segments have experienced deep corrections with small caps falling...

Bajaj Finserv Large and Mid Cap Fund has recently completed one year since it was launched in February 2024. The fund has outperformed its benchmark index creating alpha for investors in difficult market conditions (see the chart below). The fund was also able to lower downside risks for investors in volatile conditions...

The market has been volatile for the past 4 months. INR depreciation, weaker than expected corporate earnings and concerns following trade policies of new US Administration have led to heavy Foreign Institutional Investor (FII) sell-off. Nifty 50 has corrected by more than 13% from its 52-week high...

Equity market had a rough start in Calendar Year (CY 2025). The Nifty 50 has plunged more than 15% (as on 28th February 2025) from its all-time high due to heavy Foreign Institutional Investors (FIIs) selling. The market was correcting in the last 2 months of CY 2024 on concerns about INR Depreciation...

Volatility in the market intensified in the first two months of CY 2025. Concerns about the economic impact of the Trump Administration’s trade policies have roiled the US stock market and global risk-off sentiments. FII sell-off continued in January – February with net sales of Rs 1.12 lakhs...

The percentage of older population (65 years and above) in India’s total population will rise to 13.8% by 2050, according to the UN World Population Ageing 2019 Report (page 46). These figures point out the importance of planning for the post-retirement years well before its onset...

The market has been volatile for the past 4 months. INR depreciation, weaker than expected corporate earnings and concerns about trade policies of new US Administration have led to heavy Foreign Institutional Investor (FII) sell-off. Nifty 50 has corrected by more than 13% from its 52-week high...

Factor based investing is popular in developed markets and is becoming increasingly popular in India also. Since 1st January 2024, 19 factor based index funds or smart beta funds were launched. Momentum is one of the most dominant factors in the smart beta funds and has been in the news for the past 6 months. In this...

The equity market has been roiled by volatility over the past few months. The Nifty 50 has plunged more than 15% (as on 28th February 2025) from its all-time high on heavy FII selling caused by INR Depreciation versus the USD and concerns about corporate earnings growth outlook. Selling has intensified in recent weeks due...

In our previous article on retirement planning, Retirement Planning: Accumulation Phase, we discussed that there are three phases of retirement planning – Accumulation, Transition and Distribution. The accumulation phase begins when you start your working life and continues till the mid stage of your career. The transition...