India’s mutual fund AUM is projected to surpass Rs 300 lakh crore by 2035, with direct equity holdings expected to reach Rs 250 lakh crore over the same period, signalling a major shift in the country’s investment landscape, according to a report How India Invests 2025 released by Bain & Company in partnership with Groww. … Read more
Gold ETFs invest directly in physical gold, require a demat account, offer real-time liquidity, and have lower expenses. Gold ETF FoFs invest in ETF units, need no demat, allow low-ticket SIPs, carry higher expenses, and follow NAV-based pricing. Source link
You can use the ‘PMT function’ in Excel to find out how much monthly investment is required to become a crorepati. You can go to ‘Formulas’ and ‘insert functions’ and select ‘PMT’ from the drop-down list. A formula input sheet will open. Next, you can add the assumed rate of return on investment as the … Read more
It is natural to feel that your portfolio is cluttered when you have multiple mutual funds. The ideal number of funds depends less on quantity and more on how well each fund complements the others in terms of style and market-cap exposure, according to Ravi Kumar, TV director, Gaining Ground Investment Services. Source link
Gold and silver ETFs together constitute 71.9% of total passive fund flows of Rs 19,057 crore, highlighting investors’ growing preference for precious metals as a portfolio diversifier amid global market volatility, according to a monthly note by the Association of Mutual Funds in India (AMFI). The passive fund market witnessed an uptick in September, with … Read more
Many mutual fund investors, especially new and inexperienced investors, get confused about which fund to choose and always keep searching for a ready-made portfolio to invest and achieve their long-term goals. Here is a help for aggressive investors. Source link
Sonam Srivastava, Smallcase Manager & Founder of Wright Research, shares how investors can mark Independence Day by aligning their portfolios with India’s self-reliance vision. From defence to renewables, she outlines sectors powering Aatmanirbhar Bharat — and simple, disciplined steps to build financial freedom without compromising on diversification or prudence. Edited excerpts from a chat: From … Read more
Raksha Bandhan is a time-honoured tradition celebrating the bond between brothers and sisters. While sweets, clothes, or gadgets are the usual go-to gifts, a new idea can be gifting investments. Among them, a mutual fund Systematic Investment Plan (SIP) can be one of the options to secure your sibling’s future. A mutual fund SIP allows … Read more
The retail participation in mutual funds increased from 26% in FY19 to 28% in FY25 and HNI participation also grew from 32% to 35%, showing rising trust across segments, according to a report from 1Lattice, a market intelligence firm. The report further highlights that India’s mutual fund AUM hit Rs 65 trillion in FY25, growing … Read more
Welcome to The Golden Thumb Rule – a podcast where timeless investing wisdom meets real-world insights. In this episode, we’re joined by Nilesh Shah, Managing Director of Kotak Mahindra AMC, as he cuts through the noise of short-term market trends and social media hype to share one simple truth: “10-second reels won’t build wealth; 10-year … Read more