Though the market is back to near its record highs, it is facing selling pressures / profit booking at higher levels. Continued FII selling is dragging the market down. Pressure on the INR and the uncertainty about Indo US trade deal are the headwinds confronting the market. On the other hand, strong GDP growth...Read More

Passive funds are popular globally and are increasingly becoming popular in India too. Unlike actively managed mutual fund schemes, which aim to beat a benchmark index, passive funds simply track the benchmark index or the price of commodity (e.g., gold, silver etc). The appeal of passive funds lies in their cost efficiency...Read More

Like developed markets, the importance of passive funds is increasing in India. In the last 5 years, the ratio of passive (ETFs and index funds) and active equity AUM grew from 31% in 2020 to 37% in 2025. While institutional investors prefer Exchange Traded Funds (ETFs), index funds are increasingly growing in popularity...Read More

Midcap funds have always been popular with retail investors. Its popularity has only grown further in recent years with midcap funds overtaking large cap funds to become the category with second highest assets under management (AUM) among diversified equity funds. The reason midcap funds are popular with investors...Read More

Gold and silver has been considered auspicious commodities since time immemorial. In Indian culture gold is a symbol of purity, fortune and wealth. With the festive and wedding season approaching, gold and silver will be on shopping list of many households. Apart from its cultural significance, the precious metals have immense...Read More

When it comes to equities, investors usually think of diversified equity funds. These funds invest across industry sectors and diversify stock or sector specific risks. As such, diversified equity funds are suitable for long term goal planning. Diversified equity funds are suitable for both new and seasoned investors. As per...Read More

Investors often think equity, when it comes to mutual funds. While equity is highly suitable for beating inflation in the long term and wealth creation, fixed income is a very important part of asset allocation. As per RBI’s report on Household Savings, traditional fixed income investments like Bank deposits and Government...Read More

Last one year has been both eventful and highly volatile for equity markets. Elections in India, US and UK, geo-political tensions in Eastern Europe, Middle East and the Indian sub-continent, global trade uncertainties etc., contributed to volatility in global equity markets, including India (see the chart below). Though the market...Read More

Large cap based passive funds are among the most popular index funds and ETFs. Among 170 equity ETFs trading in the stock market, nearly 40% ETFs are large cap based ETFs. Large cap based ETFs and index funds are among the oldest passive funds and also account for a sizeable percentage of assets under...Read More

The market is trading near 52-week lows. The Nifty is down 15% from the 52-week high, while small caps are down nearly 25%. Uncertainty caused by Trump Administration’s trade policies have dragged global equity indices down, as recession fears increase globally. China and European Union have responded with retaliatory...Read More