Winners do rotate across market cap segments (see the chart below). It is difficult for investors to anticipate which market cap segment will outperform and when. Large and midcap funds offer a market cap based asset allocation solution for the investor. Historically, Large and midcaps have had decent participation in market...Read More

Equity market has enjoyed a long bull run for past 2 years. The leading indices are near all time highs. The broader market has outperformed the Nifty 50. As per AMFI data, in May 2024, assets under management (AUM) in midcap funds crossed AUM of large cap funds for the first time. When market is at record high, there are...Read More

The market has recovered from the jolt of the Lok Sabha election results and is currently trading at record highs. Buy low and sell high is the mantra of investing. When the market is at all time high, it is natural that investors may feel nervous. Though the Government has a comfortable majority in the Parliament, there may be...Read More

Money market funds are debt mutual fund schemes which invest in debt and money market instruments with residual maturities of up to 1 year. Money market funds usually invest in commercial papers (CPs), certificates of deposits (CDs), Treasury Bills, overnight securities (TREPs) etc. The interest risk of these funds tends...Read More

With just over a month left for the end of this financial year, you should ensure that you avail the deductions allowed under the Old Tax Regime, if applicable to you. Section 80C of Income Tax Act allows investors to claim deductions from their gross taxable income by investing in certain eligible tax savings schemes...Read More

In our recent Retirement Readiness Survey 2023, it struck me how retirement carries a cloud of negativity in India. Perhaps it's because we've witnessed our elders grappling with health issues, boredom, loneliness, and financial dependency on their children. It's like we've collectively decided not to talk...Read More

PGIM India Midcap Opportunities fund recently entered the Rs 10,000 crores AUM club. Out of 29 midcap schemes only 8 schemes can boast of this achievement. As a result of its long-term performance track record, the popularity of PGIM India Midcap opportunities fund has increased among investors. The scheme...Read More

PGIM MF has announced the launch of PGIM India Large and Midcap Fund. The NFO will open for subscription on 24th January 2024. The large and midcap funds category has seen phenomenal growth in assets under management (AUM) from ~41,000 crores in 2018 to ~1,88,000 crores in 2023 growth of 30% compounded annual...Read More

As we approach the last quarter of this financial year, you should ensure that you complete your tax planning well in time, instead of scrambling at the last minute. Section 80C of Income Tax Act allows investors to claim deductions from their gross taxable income by investing in certain tax savings schemes eligible u/s 80C. The...Read More

In this article, let me take our readers through the process that we follow for managing our funds and also a back-tested study to understand how high growth and good quality companies have performed in the past in India over the longer term and look at the characteristics of these set...Read More