Mutual Funds Articles

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...

India is largely a domestic consumption driven economy and as per Economic Survey 2023-24, India’s private final consumption expenditure (at constant 2011-12 prices) is 55.80% of the GDP. With the latest rollouts in the Union Budget 2025, domestic consumption is expected to play a pivotal role in India’s economic...

Financial Services plays a critical role in the economic growth and development of any country. Efficient financial systems with focus on financial inclusion is essential for the long-term development of emerging economies. For example, China has the largest banking sector in the world with bank assets nearly 3 times of its GDP...

Canara Robeco Consumer Trends Fund has a strong long term track record of wealth. If you invested Rs 1 lakh in this fund at the time of its launch in 2009, your investment would have multiplied 10X to Rs 10.1 lakhs (as on 9th January 2025). India is a primarily a consumption driven economy. As per...

The market has been volatile for the last few months. The Nifty bounced back from 23,500 but has again slipped below the psychologically important 24,000 level after the US Federal Reserve indicated fewer rate cuts in 2025. The correction has brought Nifty valuation below the long-term average PE (see chart below). However...

As we approach the end of CY 2024, the market is in consolidation phase after a sharp correction which saw the Nifty fall below the 24,000 level. With the major events behind us the market will look at global and domestic cues to make a decisive directional move. Though the sharp correction has...

Bank of India Mutual Fund has launched a new fund offer (NFO), Bank of India Consumption Fund. This is a thematic fund which will invest in stocks related to the "India consumption theme". Consumption is one of the most important mega-trend in the India Growth Story as India is largely a domestic...

Shriram Mutual Fund has launched a new fund offer (NFO), Shriram Multi Sector Rotation Fund. This is a thematic fund which will rotate trending sectors, investing in 3 – 6 sectors at any point. The fund will use quantitative techniques to identify trending sectors and avoid sector traps. The NFO...

Nippon India MF is launching two index funds, Nippon India Nifty Auto Index Fund and Nippon India Nifty Realty Index Fund. As the names suggest, the funds will be tracking the Nifty Auto and Nifty Realty Index respectively. Realty and auto have been among the best performing sector in the last 1 year. Nifty Realty...

IMF has forecasted India to become the third largest economy of the world by 2028-29.India's nominal GDP is expected to grow from $3.6 trillion in 2023 to $5.8 trillion in 2028 (source: IMF). Growth of the manufacturing sectors and infrastructure development is expected to play a central role in India’s aspiration...