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The next 50 large cap companies from Nifty 100 Index constitute the Nifty Next 50 Index. The Nifty Next 50 Index together with Nifty 50 Index represents the universe of large cap stocks (Top 100 stocks by market capitalization). The Nifty Next 50 index is calculated on a real-time basis (daily) and rebalanced semi-annually in March and...

Asset allocation is the diversification of funds across various asset classes like equity, debt, commodities etc. with the objective of balancing the risks with returns. Asset allocation has traditionally been looked at as allocating investment between equity, and debt. In recent months, multi...

There is a popular phrase that says, ‘forewarned is forearmed.’ That is to say that when we know what is coming up, we can prepare to provide for it. In our life we have many milestones to be achieved. Apart from higher education, marriage, ensuring our and our dependents’ health, making a house, children’s education, retirement...

In this asset allocation strategy, asset allocation mix is adjusted depending on market conditions i.e. you will increase or decrease your allocations to equity and fixed income on an ongoing basis depending on market conditions. For example, if equity valuations areexpensive you will reduce your asset allocation...

Financial planning to efficiently pay taxes conforming to the existing tax laws and rules, but at the same time taking advantage of the deductions and exemptions allowed by the government to reduce the tax burden is called tax planning. Reducing tax liabilities: By utilizing the various benefits allowed by the....

Kotak Mutual Fund has launched a New Fund Offer,Kotak Consumption Fund. Kotak Consumption Fund will be an actively managed thematic equity scheme. The scheme’s benchmark index is Nifty India Consumption Index. The NFO will open for subscription on 25th October 2023 and will close on 8th November 2023. Domestic...

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...

360 ONE MF launched their flexicap fund in June 2023 after IIFL MF became 360 ONE MF earlier during the year. Though 3 months is too short a timeframe to review the performance of equity funds, the investment strategy of 360 ONE Flexicap Fund is unique and has the potential of consistently generating alphas for investors...

The age old investing wisdom is “Buy low / Sell high”. To see if Indian investors are following this adage, we looked at the monthly net inflows in small cap funds since the beginning of FY 2023-24 and compared them with Nifty Small Cap 250 TTM PE multiples (see the chart below). You can see that the net monthly flows doubled from...

Equity and fixed income are the traditional asset classes for retail investors. However, commodity investments can help you diversify your portfolio in asset classes other than equity and debt. Commodities are natural resources which can be used as raw material to create different products. Examples of commodities are precious metals...