Latest Saving, Investing & Mutual Fund Articles

In the current environment of uncertainty, a multi-asset allocation strategy that provides exposure to three or more asset classes can provide stability to your portfolio and may be suitable for long-term investors. In this article, we will review the HDFC Multi Asset Active FOF which has completed 5 years since its inception...

Market sentiment has been weak due to headwinds from continuing FII sell-off and depreciatory pressure on the INR. Though crude oil prices have retreated from the highs, stalemate between US and Iran in the Persian Gulf and prolonged disruption of oil and gas flows due to closure of the Strait of Hormuz has caused...

The 360 ONE MF has launched an investment strategy under a specialized investment fund (SIF), the DynaSIF Equity Ex Top-100 Long-Short Fund. SIFs offer sophisticated investment strategies, including the use of derivatives, while providing operational ease, transparency, an investment ticket (Rs 10 lakh minimum investment...

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...