Advisorkhoj Research Team Articles

Long-term financial planning is essential to achieving your future goals. However, unexpected events like a critical illness or the untimely demise of the sole earning member can affect the financial security of your family. This is where life insurance comes in. Such plans can serve as a financial shield, ensuring...

Imagine the market takes a steep 30% plunge, leaving advisors with the dual challenge of reassuring clients, managing high stress levels, and providing direction in an unpredictable environment. While economic downturns are not new, the relative calm of the past decade has muted the psychological impacts of previous crises...

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...

Equity savings funds are hybrid mutual fund schemes which have minimum gross equity exposure 65% and minimum 10% exposure in debt. Equity savings funds can hedge their equity exposure to reduce their net equity risks. Arbitrage is defined as risk free profit, by exploiting pricing mismatches...

The equity market has enjoyed a strong rally this year with the Nifty 50 index crossing the historic 20,000 levels in September 2023. From the middle of September, we saw profit booking and Nifty correcting nearly 700 points (as on October 20, 2023) from its all-time high. The global risk...

Quantum Mutual Fund has launched a small cap equity scheme, Quantum Small Cap Fund. The New Fund Offer has opened for subscription on 26 October 2023. The NFO will close on 27 October 2023. Small cap has been the best performing segment of the equity market in 2023; Nifty Small Cap 250 TRI has given...

Small caps have outperformed ever since the market started recovering after the COVID-19 crash in 2020. Small caps outperformed in CY 2020 and 2021, but they underperformed in CY 2022. The 2022 correction made small caps attractive, and they bounced back strongly in 2023. Small cap funds saw a huge...

The equity market has been rallying in 2023 with the market at record highs for the past 3 months. The Nifty crossed the 20,000 level in September. Asset allocation is always for your portfolio stability, but in very high markets it assumes even more importance. We have seen some profit booking from...

HDFC Small Cap Fund has an illustrious history. The fund was launched in April 2008 as a Multi-cap fund, Morgan Stanley A.C.E. Fund under Morgan Stanley India AMC. In 2013, when HDFC AMC acquired Morgan Stanley India AMC, the fund's name change was changed to HDFC Mid and Small Cap fund. Then in 2016, the...

If you invested Rs 10 lakhs in Canara Robeco Emerging Equities Fund at its New Funds Offer (NFO) in March 2005, your investment would have multiplied 18 times to nearly Rs 1.8 crores (as of 21st August 2023). The CAGR of Canara Robeco Emerging Equities Fund since inception is 16.9%. The chart below shows...