Mutual Fund

indian stock markets

Terorist attacks & counter attacks

Positive profit growth outlook, steady mutual fund flows, reasonable valuations & inflation trajectory remaining stable augurs well for the markets. Low IIP numbers & GST collections though remain a concern. Short term investors should remain cautious as markets could be extremely volatile in the next couple of months leading up to the election outcome but any intermittent volatility should be used as an opportunity by patient investors with medium to long term outlook to accumulate good quality stocks

Indian equities 2018

2018- Reality check for indian equities

The year 2018 proved to be a tough one for Indian equities with the SENSEX clocking minor gains of 6% as against 28% in 2017. On the contrary the BSE 500 posted 3% negative return against a gain of 36% in 2017. For broader markets, the year proved a dampener as the BSE Midcap index plunged 13% and Small …

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Equity markets

Equity markets in election mood

Equity markets have largely been range bound over the last month between 10,200 and 10,800. Though frontline stocks have largely been in a range, mid & small cap stocks have continued on the downward trend. This has been specially been happening in PSU stocks. With Congress doing better than expected in the just concluded state …

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Liquid Fund

Liquid Fund vs Savings & Current Account

For most investors & corporates, saving & current bank account becomes the preferred destination to park their short term surplus funds. Further, even when they need to build a contingency fund, they cannot think of better havens. The reason for such a decision might be lack of awareness or a time crunch. However, leaving your …

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Past returns

Past returns are irrelevant after re-categorization of mutual funds

Whenever we select a mutual fund to invest in or decide to continue with a certain fund we always give a lot of weight to the past performance of returns. In fact, most decisions are always made on the basis of returns. In order to enable investors to make accurate comparisons of schemes, SEBI introduced …

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total return index

What is total return index?

The total return index (TRI) is a type of equity index that tracks both the capital gains and assumes that any cash distributions, such as dividends, are reinvested back into the index. Looking at an index’s total return displays a more accurate representation of the index’s performance. By assuming dividends are reinvested, you effectively account for stocks in an index that do …

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SAMVAT

SAMVAT 2075…the mega sale is on

The Year that was… SAMVAT 2074 was a bad year for the markets as NIFTY was largely flat yoy. Markets were supported by domestic liquidity due to strong monthly inflows into equity mutual funds. Net inflows into equity MF in last 12 months were to the tune of Rs.1,20,000 cr. FIIs in contrast have been …

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Sensex crash

10 biggest single day crash in Sensex’s history

The Sensex has plummeted nearly 2525 points from October 1 to 11, 2018. In the first week of October, the BSE benchmark index plunged 1,851 points marking the biggest weekly fall in absolute terms. The biggest 2 day fall in SENSEX was recorded on January 21/22, 2008, when it dived 2,273 points. Here are the …

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Indian equity markets

Rupee accelerates, Crude boils…

Indian equity markets remained subdued over the last month with the broader markets gradually declining as USD-INR hit new highs and crude prices inched up. Rupee depreciated to Rs.72.50/$ for the first time on 10th September 2018. With the NIFTY/SENSEX move being driven by top 10 stocks, there has been a large gap created with …

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zero expense mutual fund

Can zero expense mutual fund schemes work in India?

Fidelity Investments has just launched a couple of new mutual fund schemes with zero expenses for retail investors in the US. These are the first ever zero expense ratio self-indexed funds for retail investors available in the market -Fidelity zero total market index fund (FZROX) and Fidelity zero international index fund (FZILX). In India, SEBI has been making …

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