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Motilal Oswal Small Cap, Bank of India Small Cap, Parag Parikh Flexi Cap, Helios Flexi Cap: Flat Nifty, Divided Fortunes: The Two-Year Tale of Equity Fund Winners and Losers

New Delhi, Aug. 15 -- A near-flat Nifty concealed anything but a flat market over the past two years. While the Nifty 50 delivered an annualised price return of just 0.4 per cent and 1.7 per cent on a... Read More


Thematic mutual funds as core holdings? 20 years of rolling return data make a compelling case

New Delhi, Aug. 8 -- For years, thematic mutual funds have been viewed as tactical bets rather than long-term investments. The common criticism is that their concentrated portfolios, built around a si... Read More


AI won't steal India's jobs. It'll reshape them

New Delhi, Aug. 4 -- Generative AI is set to transform India's economy by boosting productivity more than displacing jobs, according to a Goldman Sachs report. The report estimates that AI will comple... Read More


India's active MFs lag benchmarks, yet beat global peers

New Delhi, Aug. 1 -- Indian actively-managed equity funds continue to find consistent benchmark outperformance difficult, particularly in large- and mid-cap categories. Yet, compared with active funds... Read More


New fund houses deliver split return fortunes

New Delhi, Aug. 1 -- India's mutual fund industry has witnessed a new wave of asset management companies (AMCs) over the past five years. Their performance, however, has been mixed with the alpha bei... Read More


Tulsian, Asit C Mehta, ICICI Pru, Green Lantern, Sundaram: Here's how top PMSes delivered alpha to investors

New Delhi, July 25 -- Portfolio Management Services or PMS managers have greater freedom to run concentrated portfolios, although sustained benchmark outperformance has varied across strategies. A bl.... Read More


Inside the updated MF ratings

New Delhi, July 18 -- Choosing the right mutual fund from a universe of over 1,900 schemes is no easy task. While short-term returns often dominate investors' attention, sustained performance across m... Read More


SME IPO mirage: Debut dazzle, long-term damage

New Delhi, July 11 -- India's SME IPO market, with far lighter listing requirements than the mainboard, has rarely lacked takers. How else can one explain frenzied bidding for a two-showroom motorcycl... Read More


Debt Funds: A long-term portfolio essential

New Delhi, July 4 -- In India's vibrant growth story, equities often steal the limelight as the undisputed engine of wealth. They are the go-to for beating inflation and turning dreams into capital. Y... Read More


The long game in IPO investing

New Delhi, July 4 -- Investing in newly-listed companies can give investors early access to businesses with the potential for strong long-term growth. However, capturing these opportunities is not eas... Read More