Kotak MF has launched a Specialized Investment Fund (SIF), Infinity Hybrid Long Short Fund. SIFs are a new type of investment products which combine characteristics of traditional mutual funds and alternative investments like PMS or AIFs. In this article, we will discuss the SIF Infinity Hybrid Long Short Fund...Read More

Headwinds stirred up by the ongoing conflict in the Persian Gulf and the prolonged disruption to energy supplies have caused uncertainty in the equity markets, in spite of the market remaining broadly rangebound. With the Strait of Hormuz remaining virtually shut, crude oil prices remain high, with Brent crude at around...Read More

The market rebounded from its 52 week low after ceasefire was agreed between United States and Iran. Strait of Hormuz remains shut and crude oil prices shot up again. The market is range bound but continues to be volatile. Even though global markets may bounce back if lasting ceasefire can be agreed, prolonged disruption...Read More

After many months of high volatility due to trade relate and geo-political uncertainties, equity market rebounded after India and United States agreed on a trade deal, which reduced tariffs on India's exports to the US substantially (down from 50% to 18%), putting India in a competitive positioning relative to other exporter...Read More

In modern times, services sector has permeated many aspects of our day-to-day life. From credit cards and net banking to mobile / broadband and online shopping (e-commerce), travel and leisure, quick commerce, healthcare services to media (TV, OTT) and entertainment, it is difficult to imagine modern life without the...Read More

The market has been volatile since the start of the year. Uncertainty about tariffs, geo-political tensions, escalating global trade conflicts, depreciating INR and continuing FII sell offs (Rs 27,000 crores on month to date basis, as on 16th January 2026, source: NSDL). have been headwinds for the equity market. Rising US...Read More

Kotak MF has launched a new fund offer (NFO), Kotak Dividend Yield Fund. The scheme will predominantly investing in dividend yielding stocks. The Scheme will consider dividend yielding stocks which have paid dividend (or done a buyback) in at least one of the three preceding financial years. The NFO opened for subscription...Read More

The Nifty 50 index made it to its all time high towards the end of November and has since then retreated for higher levels due to profit booking. The Nifty 50 index clocked gains after RBI cut repo rate by 25 bps but the rally was short-lived. Despite Q2 GDP growth at 8.2% exceeding expectations, the market scenario is facing...Read More

For decades, rural India was viewed as a seasonal contributor to the economy dependent on monsoons, subsidies, and sentiment. But today, Bharat is undergoing a quiet transformation. Roads are being built where there were none. Digital payments are replacing cash in remote villages. Aspirations are rising faster than...Read More

Mutual fund schemes that invest across market cap segments have always been popular with retail investors. Different market cap segment has different risk / return profiles and outperform each other in different phases of market cycles (see the chart below). The advantage of flexicap funds over other diversified equity funds is that...Read More