Large and midcap fund is one of the most popular mutual fund categories, especially among retail investors. As per AMFI's March 2026 data the total assets under management (AUM) in large and midcap funds is more than 2 lakh crores (as on 31st March 2024) with more than 90 lakh folios. Large and midcap funds are...Read More

We are living in times of elevated geo-political uncertainties. After a volatile 2025 due to global trade uncertainties, US and Israeli air strikes on Iran followed by Iran’s counter strikes on Israel and US military bases in the Gulf region, again threw global financial markets into turmoil. The war has severely disrupted global crude oil...Read More

Though equity market has recovered from post Budget lows after India and United States agreed on a Trade Deal, which lowered tariffs imposed by the US on Indian exports. However, market continues to be volatile due to geo-political tensions, uncertainty about policies of the nominee of the next Fed Chairman, change in monetary...Read More

The market is trading near its all time highs. Though the market has made a number of attempts to breakout from current range, we are seeing profit booking at upper end of the trading range. Continued FII selling and uncertainty about Indo US Trade Deal are headwinds for the market. The Russia Sanctions Bill threatening 500...Read More

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