Category: Equity Market

Mutual Fund Tracker: August 2020

Most of the equity mutual fund categories witnessed redemption during the month of August 2020, which marked the 5th sequential decline in inflows in equity mutual fund category. except sectoral/thematic category. Debt mutual fund schemes also felt the redemption pressure during August after a strong inflow in the previous month.

Impact of SEBI’s revised asset allocation guidelines for Multicap Funds

SEBI’s revised asset allocation guidelines for Multi-Cap Funds would translate into Rs.14,300 cr and Rs.28,000 cr of inflows to Mid-Cap and Small-Cap companies while it could lead to potential outflow of Rs.34,000 cr from the Large-Cap category. In terms of percentage, large-cap could see ~32% of outflow while Mid-cap & Small-Cap categories, could see

Union Budget FY21: Fails to meet high expectations

Union Budget 2020-21 was announced in the backdrop of a tough economic environment, with high expectations to revive the economy by stimulating investment and boosting consumption. However, it fell short of prevailing high expectations, as the government continued to prefer fiscal consolidation and held growth recovery at bay.

Union Budget 2020: What to expect

The year 2020 starts with a stumbling economy as GDP growth forecasts nosedive to record lows and the retail inflation is at a 5-year high of 7.35%. The ambition of the Modi government to reach 5 trillion economy by 2020 seems impractical at this current rate. Several changes will be needed in the space of

Are you still doing Rearview mirror Investing?

You must have heard the ubiquitous disclosures by the MFs, "Past performance is not a guarantee of future results”. This standard footnote warns that extrapolating past trends could lead to a sizeable gap between expected and realized returns. However, we rarely follow this advice in practice. Often we have seen investors buying MF or any other

Corporate Tax Rate Cut: FM’s Master Stroke brings in Diwali cheers

FM's decisive step to pump-prime the economy brought cheers to the market. Corporate head honchos contemplate this move as a strong signal that the incumbent government is prepared to take bold steps to revive the economy. This stimulus will help kick-start the next big virtuous economic cycle by reviving the Capex and market sentiments.

Market Outlook & Investment Strategy – September 2019

In the current market scenario, staggered investments through SIP or STP along with some tactical lump-sum exposure to good funds from beaten-down mid-cap and small-cap categories might remain the best way to invest in equity as an asset class. So, it is always beneficial to stick to your investment strategy rather than chasing quick returns

Thank God It’s Friday: 1st Round Of Stimulus By FM

Indian FM announced a slew of measures to help revive the economy and improve business/investor sentiments with a promise of more measures in the coming days. This is likely to improve investor sentiment and should drive at least a short-term bounce-back. The government has also given a clear signal that it acknowledges the economic slowdown