Equity market has been volatile this year due to the ongoing geo-political conflict which has disrupted energy supplies and caused surge in crude oil prices. FPIs have been net sellers of equity on a year-to-date basis (see the chart below). FPI outflows tend to impact large cap stocks more than mid and small cap stocks. Domestic...Read More

The Motilal Oswal Mutual Fund has launched its NFO, the Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund. As the scheme name suggests, the fund will track the BSE Midcap 150 Momentum 30 Index. Funds tracking factor indices, also known as smart beta funds, are increasingly popular with investors, as they have the...Read More

The Motilal Oswal Wealth Company has launched its NFO, the Motilal Oswal BSE Clean Environment Index Fund NFO. Clean energy is an important theme in current global climate and geo-political scenario. It is also an increasingly important investment theme. The NFO has opened for subscription in 5th June 2026 and will close on...Read More

The Motilal Oswal Mutual Fund is launching its NFO, the Motilal Oswal Contra Fund NFO, on 8th May 2026. The NFO will close on 22nd May 2026. In this article, we will review the NFO and understand why a contrarian strategy could be a good addition to your investment portfolio. Contrarian investing goes against market...Read More

Winners rotate across market cap segments: The chart below shows the calendar year returns of different market cap segment returns. Different market cap segments out / underperform each other in different market conditions. Diversifying your portfolio across market cap segments can balance risks and returns...Read More

Motilal Oswal Mutual Fund has launched a New Fund Offer (NFO), Motilal Oswal Multi Factor Passive FOF. This a fund of funds, which will invest in smart beta or factor ETFs or index funds. Factor investing is popular globally and is increasingly becoming popular in India – there are more than fifty smart beta or factor index...Read More

The Motilal Oswal AMC has launched the Motilal Oswal Financial Services Fund NFO on 27th January 2026. The NFO will close on 10th February 2026. In this article we will review the fund in light of the growth and transformation of India's Banking and Financial Services (BFSI) sector, and its contribution to the growth of Indian eco...Read More

Digitalisation in India has transformed from a policy buzzword into a core growth engine of the economy, reshaping how citizens live, transact and work. Over the next decade, it is poised to become one of the biggest drivers of GDP, employment and productivity across sectors. Digital India is scaling up on multiple fronts...Read More

The market has made a decisive recovery and its inching back towards all-time high. Fiscal consolidation, cooling inflation and growth oriented fiscal policies (e.g., GST rate rationalization) have boosted investor sentiments. FII flows turned positive in October. Progress in Indo US trade talks and a growth oriented...Read More

The market has rebounded after the Prime Minister announced rationalization of GST structure. Positive surprise in India’s Q1 GDP growth and US Federal Reserve’s rate cut has provided tailwinds to the rally. India’s macro-economic fundamentals are strong, and India continues to be fastest growing major economy despite geo-political...Read More