Global equity markets have been very volatile in the past year following geopolitical tensions, Fed rate cut speculations, major countries around the world holding their elections, and more recently the Trump 2 Tariff rate levies. Back home, the Nifty and Sensex slid since October, with Nifty closing February...Read More

PGIM India Large and Midcap Fund has recently completed 1 year since its launch in February 2024. The fund invests primarily in large and mid-sized companies. As per SEBI’s mandate large and midcap funds must invest minimum 35% each in large cap (top 100 companies by market cap) and midcap sized (101st to 250th...Read More

As this financial year draws to a close, it will be useful to remind taxpayers in the old tax regime, to complete the tax savings (80C) before the deadline of 31st March 2025. Though Public Provident Fund or Voluntary Provident Fund have the traditional tax saving investment options under Section 80C...Read More

Retirement can be one of the most fulfilling stages of life when planned properly and in advance. The earlier you start saving for retirement, the easier it is to achieve your financial goals. Waiting too long can make it increasingly difficult to secure the future you envision. Retirement planning is complex...Read More

PGIM India Mutual Fund has launched a new fund offer (NFO), PGIM India Healthcare Fund. This is a thematic fund which will invest in pharmaceuticals and healthcare / healthcare related stocks. Healthcare is a popular investment theme and has strong growth prospects as India’s economy continues to grow. The NFO has...Read More

Equity market has turned very volatile in the last few weeks. The Nifty has fallen from its all time high of 26,277 to below 24,500 levels (as on 22nd October 2024). The Sensex has slid by more than 5,000 points to 80,021 (as on 22nd October 2024). Several factors, global and local are causing volatility in the market. High...Read More

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