Investment during market dips: I am 38 years old and I am heavily invested in equities, MFs. How should I plan investment during a lull period?

Investment during market dips: I am 38 years old and I am heavily invested in equities, MFs. How should I plan investment during a lull period?

I am 38 years old and part of a family of three, which includes my 35-year-old wife and our 5-month-old son. I do not have any dependents. My current asset allocation is as follows: 75% in Equity, 20% in PF, and 5% in Gold. Additionally, I own an ancestral house in Pune. My monthly expenses … Read more

Mutual funds: How multi-sector funds can help investors navigate market dips; here’s some advice

Mutual funds: How multi-sector funds can help investors navigate market dips; here’s some advice

In the last one month, domestic stock markets have experienced a significant decline due to weak Q2 results and substantial selling by foreign investors. The Sensex and Nifty have dropped almost 10% from their highs, leaving investors uncertain about the best course of action during this market downturn. Despite the challenges, the mutual fund industry … Read more

New funds in focus: Franklin India Long Duration Fund, Edelweiss’s AAA Financial Services Index Fund; check details

New funds in focus: Franklin India Long Duration Fund, Edelweiss’s AAA Financial Services Index Fund; check details

NFO alert: Franklin Templeton India has introduced the Franklin India Long Duration Fund (FILDrF), a debt fund that caters to long-term investments. This open-ended fund is suitable for investors with a time horizon exceeding three years and will mainly invest in government bonds, corporate bonds, as well as money market instruments such as treasury bills … Read more

Bank Fixed Deposits ( FDs) vs Debt funds. What should I choose in this current market conditions?

Bank Fixed Deposits ( FDs) vs Debt funds. What should I choose in this current market conditions?

I am 31 years old and I want to actively invest. Should I go for bank fixed deposits ( FDs) or debt funds. What is your recommendation during the current market conditions? Name withheld Response shared by Jiral Mehta, Senior Research Analyst, FundsIndia. Debt Funds hold several advantages over fixed deposits (FDs). When you invest … Read more

Invest in ‘dal-chawal’ funds: Edelweiss CEO Radhika Gupta shares her guide on mutual fund investment

Invest in ‘dal-chawal’ funds: Edelweiss CEO Radhika Gupta shares her guide on mutual fund investment

Mutual fund investment: The economic expansion of India is closely linked to the performance of its stock markets. When certain sectors start growing, this lead to  increased investor confidence, heightened market activity, and elevated asset prices. This optimistic outlook within the stock markets stimulates additional investments in these evolving sectors. India offers a varied investment … Read more

MFs: How to approach investment in mutual funds in the volatile market conditions? Here are some tips

MFs: How to approach investment in mutual funds in the volatile market conditions? Here are some tips

As the bulls in the market regain strength and drive up valuations, there is a notable likelihood that we could witness a resurgence of volatility on the financial arena. The events of Wednesday’s trading session may serve as a precursor to more frequent occurrences of such market fluctuations. Therefore, regardless of the specific market segment … Read more

Mutual Funds: Which sectors are good for investment at all times? Here’s what experts say

Mutual Funds: Which sectors are good for investment at all times? Here’s what experts say

Mutual Fund investment: Market fluctuations are a huge reality in the current times. The India VIX, which measures market volatility using the Nifty 50 index, saw a major correction after the Lok Sabha elections. The VIX has eased down to 13.16 from its peak 31.17 on June 4, when the Lok Sabha elections results declared. … Read more

We’ll soon introduce mutual funds to smallcases, says Vasanth Kamath of Smallcase

We’ll soon introduce mutual funds to smallcases, says Vasanth Kamath of Smallcase

Smallcase provides curated stock and ETF portfolios managed by research analysts and investment advisors. This allows individual investors to take a simple, diversified portfolio-based approach with the help of professionals. Vasanth Kamath, Founder and CEO of Smallcase, talks to Navneet Dubey of BT Money Today about smallcases and how it leverages its growth along with the presence … Read more

Is your portfolio truly diversified? Unveiling the significance of ‘factor’ diversification

Is your portfolio truly diversified? Unveiling the significance of ‘factor’ diversification

Don’t put all your eggs in one basket. We’ve all heard that. This advice stems from the unfortunate scenario where, should the basket fall, all your eggs will break. This outcome is unfortunate yet entirely preventable. The key? Put your eggs in different baskets. That way, should one basket tumble, the other eggs remain safe. … Read more