BSE Sensex Index is the benchmark index that tracks the performance of portfolio of 30 blue-chip companies. It includes 30 largest companies by market capitalization in the Bombay Stock Exchange. Sensex along with the Nifty 50, are the two leading market indices in India. They are considered to be the barometers of the entire...Read More

Flexicap funds are diversified equity mutual fund schemes which can invest across market cap segments. There are no upper or lower limits with respect to allocations to any market cap segment. The fund managers of these schemes can invest any percentage of their assets in any market cap segment viz. large cap, midcap and small...Read More

Balanced Advantage Funds are a type of hybrid mutual funds which follow dynamic asset allocation strategy. Hybrid funds invest in multiple asset classes e.g. equity, debt, gold, real estate etc. As per SEBI’s mandate Balanced Advantage Funds can invest from 0 to 100% in equity and from 0 to 100% in debt as per their asset allocation...Read More

Multicap funds are diversified equity mutual fund schemes which invest across market cap segments i.e. large cap, midcap and small caps. Multicap funds have historically been one of the most popular mutual fund categories among investors in India. In November 2020, the market regulator SEBI introduced a new fund category called...Read More

We are living in the technology era. In the last 20 – 25 years, technology has been the biggest driver of change in businesses, industries and the global economy. The Top 5 companies by market capitalization in S&P 500 index (the index of the largest 500 companies in the US) are all technology companies e.g. Apple, Microsoft, Amazon...Read More

Debt mutual funds offer investors a variety of solutions for different types of risk profiles and investment needs. Investors usually have three considerations when investing in debt funds viz. low risk, higher returns compared to traditional investments and visibility of returns. In this blog post, we will discuss "rolling down SDL", a good investment...Read More

We have discussed a number of times in our blog that Systematic Investment Plans is the ideal way of investing for your long term goals. An important factor in wealth creation is investment tenure due to power of compoundingover time. Longer your investment tenure, greater is the effect of compounding. Mutual fund SIPs enable you to...Read More

After crashing to 7,500 levels during March meltdown due to COVID-19, Nifty recovered to its previous high earlier this month and now is trading at its all-time high near 12,800 levels. Investors who did not panic and sell in March / April must now be sitting pretty and investors who used the March correction to tactically invest in equity would have...Read More

According to SEBI, stocks whose market Capitalizations are smaller than the 250th company by market Cap are classified as SmallCap stocks. SmallCap companies tend to be newer companies or emerging companies which have not yet reached the scale of operations associated with Mid Cap companies. These companies can be in sectors...Read More

Risk diversification in investment parlance is essentially an application of the age old idiom, “Do not put all your eggs in one basket”. Prices of different assets rise or fall depending upon market and economic conditions. If you spread your investment over different assets, your risk of making a loss reduces compared to investing in a single...Read More