Passive funds have become popular in India over the past few years. Exchange Traded Funds (ETFs) is now the largest mutual fund category in terms of Assets under Management (AUM). As per AMFI data, AUM of passive funds stood at more than Rs 5 lakh crores, as on 29^th April 2022. A large part of the AUM in passive...Read More

India’s retail inflation (CPI) had surged to an 18 month record high in April 2022. While inflation over the past 12 months has been well above RBI’s long term target of 4.5%, CPI inflation spiked up further after Russia’s invasion of Ukraine. India is not alone, as far as high inflation is concerned; high inflation is a global...Read More

How will you select good mutual fund scheme will give you good returns in the future? Most investors look at short term performance of schemes – top performing schemes in the last one or two years. But this is not the right approach. Short term performance is biased by prevailing market conditions. A particular scheme may outperform...Read More

Three types of investor behaviours can be observed in volatile market. Some investors panic and redeem their investments when market crashes; this is usually harmful for the long term interests of the investor. On the other extreme, there are some investors who prefer to invest when the market corrects; these investors can get...Read More

The Russian invasion of Ukraine has rocked global equity markets. After weeks of simmering tension between Russia and Ukraine, the Russian President Vladimir Putin, ordered his armed forces to invade Ukraine on 24^th February 2022. The United States and other Western powers have announced stringent economic sanctions on...Read More

Multicap mutual funds are diversified equity mutual fund schemes which invest across market cap segments i.e. large cap, midcap and small caps. Multicap funds are among the most diversified among all equity funds because they are not only diversified across industry sectors, but also across market cap segments. Prior to September...Read More

Exchange Traded Funds (ETFs) have been rising in popularity in India over the last several years. In the last 3 years, assets under management (AUM) in ETFs (including Gold ETFs) have multiplied by nearly 4 times growing at a compounded annual growth rate (CAGR) of around 53% (as on 31^st January 2022), as per AMFI. Today...Read More

Most equity investors prefer to invest in domestic equity. Investors feel that they understand the domestic stock market including its risks better. While it is true, investors should also understand that, investing only in domestic equity, exposes them to single country risk, even if the country in question is their home country. Investors...Read More

SEBI has banned sale of digital gold by brokers in stock exchanges. In a letter to the stock exchanges, the regulator informed the exchanges that trading (buying / selling) of digital gold through online platforms of its members (brokers) is in contravention of Securities Contracts (Regulation) Rules (SCRR), 1957 and that...Read More

Nippon India Passive Flexi cap Fund of Funds is a fund of funds (FOF) which invests across all three market cap segments i.e. large cap, midcap and small cap. The fund was launched in December 2020 and has given 33% CAGR returns since inception (as on 3^rd September 2021). The fund of funds follows a passive strategy by...Read More