In this edition of ETMarkets Smart Talk, we caught up with Kedar Kadam, Director – Equities: Asset & Wealth Management at Dolat Capital Markets, to decode the evolving landscape of Indian equities in FY26. Using the phrase “Too old to rally, too young to fall”, Kadam describes the market’s current phase—no longer in a euphoric … Read more
When selecting mutual funds for investment, the common goal is to achieve the best returns possible. This often leads investors to search for the so-called “best” mutual funds. However, determining what constitutes the “best” fund is subjective and varies depending on individual preferences and financial goals. According to reports, the percentage of direct plans in … Read more
The stock market has witnessed a rare phenomenon – declining for five consecutive months, testing the patience and resilience of investors. However, history has shown that those who adopt the right mindset and strategy during downturns emerge stronger. A similar approach was demonstrated by the Indian cricket team in their triumphant Champions Trophy 2025 campaign, … Read more
The ongoing downturn in benchmark equity indices has resulted in a decrease in the average annual returns of the National Pension System (NPS). Since September 27, 2024, both the Sensex and Nifty have dropped by more than 17% and 18% respectively. The decline in the Nifty 50 index has impacted long-term gains, causing concern among … Read more
ITR filing 2025: When it comes to paying taxes on equities, you are only required to pay income tax when you decide to sell your holdings. This means that while you are responsible for paying taxes on your gains, you also have the opportunity to offset any losses incurred. Tax-loss harvesting is a tax-saving strategy … Read more
The Securities and Exchange Board of India (SEBI) has introduced a new investment category dubbed the ‘specialised investment fund’ (SIF) designed for wealthier investors. This initiative, effective from April 1, requires a minimum investment of Rs 10 lakh. SEBI’s move aims to cater to investors with higher risk appetites while providing asset managers with over … Read more
The Securities and Exchange Board of India (SEBI) has mandated mutual funds to disclose the Information Ratio (IR) as a new metric for evaluating the risk-adjusted returns (RAR) of equity-oriented schemes. Disclosure of IR, a financial metric used to measure the Risk-adjusted Return (RAR) of a scheme portfolio, will only be applicable to equity-oriented schemes. … Read more
In the labyrinth of India’s financial markets, a disturbing truth lurks beneath the surface of wealth management: two out of three investment portfolios are significantly underperforming their benchmarks. This isn’t just a statistic – it represents countless dreams deferred and retirement plans compromised. As someone who has spent 20 years analyzing investment patterns and building … Read more
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
Mutual funds: In October, with Indian markets witnessing corrections due to lackluster earnings, domestic mutual funds (MFs) adopted a proactive approach by acquiring top-performing stocks during their dipping value. The Quant Small Cap Fund, the largest fund managed by Quant Mutual Fund, strategically increased its investment in around 13 stocks within its portfolio during this … Read more