Latest Saving, Investing & Mutual Fund Articles

The Wealth Company mutual fund has launched its NFO, The Wealth Company Large and Midcap Fund NFO, which – is opened on 21st May 2026 and will close subscription on 4th June 2026. The fund is an equity scheme investing in large and mid-cap stocks. In this article, we will review the fund and understand why this fund can be...

Index funds have become very popular in India over the last few years. As per AMFI data, assets under management (AUM) in index funds have grown from Rs 20,426 crores in April 2021 to Rs 3.31 lakh cores in April 2026, multiplying nearly 16 times at a CAGR of nearly 75% (source: AMFI, as on 30th April 2026). In this article...

Recent times have seen the markets go through a seesaw of volatility that has left investors perplexed as to what lies next. A rebound in the markets was seen from its 52 - week low after a ceasefire was announced but continued uncertainty has created dips that can be unnerving to the most resilient investor. However, the fall...

The ceasefire between US and Iran provided relief to the market. However, the market has remained range bound as stalemate continues over the oil and gas supplies through Strait of Hormuz. FII flows have been negative in March, April and May month to date (source NSDL, as on 15th May 2026). One year returns of broad market...

Headwinds caused by the ongoing conflict in the Persian Gulf and prolonged disruption to energy supplies has caused volatility in the equity markets, though the market has remained broadly rangebound. With the Strait of Hormuz remaining virtually shut, crude oil prices remain high, with Brent crude at around $110 per barrel (as on...

Winners rotate across market cap segments: The chart below shows the calendar year returns of different market cap segments over the last 12 years. You can see that different market cap segments outperform in different market phases across investment cycles. Diversifying across market cap segments can help to balance risks...

Volatility has returned to the stock market as stalemate continues between United States and Iran. The Nifty 50 slid by more than 1,000 points in the last few days (as on 12th May 2026, Source: NSE). The Strait of Hormuz remains virtually shut. Crude oil prices remain high with the brent crude at around $107 perbarrel (as on 12th May 2026...

The Wealth Company has recently launched two new initiatives – The MF Didi and the MF Dost. These initiatives are a socially framed business development, , and training campaigns aimed at creating a larger, more confident, and more diverse network of mutual fund distributors. They use a social-impact framework...

The market rebounded from its 52-week low after the ceasefire was agreed upon between the United States and Iran. The Strait of Hormuz remains shut, and crude oil prices shot up again. The market is range-bound but continues to be volatile. Global markets may bounce back if a lasting ceasefire can be agreed upon...

Union MF has launched Arthaya Equity Long Short SIF. A long short strategy involves taking long positions in stocks with strong fundamentals and long term growth potential, along with tactical short positions (hedged or naked) in stocks that may see decline in share prices. Long short strategy offer flexibilityto manage downside...