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Equal Weight Strategy for Market Volatility
Lately, there have been several instances of heightened geopolitical risk—such as the Russia–Ukraine conflict last year and the ongoing U.S.–Iran–Israel tensions—which have had a clear bearing on financial markets.
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2026 Middle East Conflict
Every major geopolitical tension forces investors to reassess the durability of global supply chains, the resilience of markets and the policy responses that follow.
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What Are Arbitrage Funds? Meaning, Returns, Benefits & Risks | SBI Mutual Fund
Summary: Arbitrage funds are open‑ended mutual funds that invest at least 65% in equities and aim to generate returns by exploiting price differences between the cash and futures markets.
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Repricing liquidity
The current level of Certificate of Deposits (CD) spreads is at a decadal high, even higher than IL&FS period of 2018-19, This begs a review of what is going on
Celebrating Every Woman Who Chose to Invest in Herself
Long before formal investment tools (like mutual funds) became widely accessible, women practiced a quiet form of financial discipline — saving in gullaks, storing money in steel boxes, and managing households with meticulous budgeting.
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RETHINKING PASSIVE INVESTING BEYOND THE HYPE
Passive investing involves strategies like index funds, ETFs, and some fund of funds (FoFs).
Navigating Uncertainty with Multi‑Asset Allocation
In an environment where markets rotate between risk‑on and risk‑off, building a portfolio with more than one engine has become less of a novelty and more of a necessity.
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COFFEE BEANS & QUALITY INVESTING – A PERSPECTIVE
Quality is a measure of how well something fulfils its intended purpose.
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Why Quality Investing Matters More Than Ever
Equity markets reward patience, discipline, and the ability to stay invested through ups and downs.
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2026 Outlook
Global Backdrop: 2025 was a strong year for global markets, with global equities and Emerging Markets fixed income outperforming Indian assets.
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Childrens Mutual Funds: Secure Your Childs Future with Smart Investing | SBI Mutual Fund
Children are like soft clay—how you shape them determines how they grow and develop.
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Asset Management Company (AMC): Meaning, Functions & Role in Investments
An Asset Management Company (AMC) pools money from investors to invest in a diversified portfolio—stocks, bonds, real estate, and commodities like gold and silver—with the goal of generating returns while managing risk.
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India Consumption Outlook
The consumption landscape has exhibited mixed trends over the past two years.
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WHAT IS STANDARD DEVIATION IN MUTUAL FUNDS & WHY IS IT IMPORTANT?
Standard deviation is the square root of variance, which measures the average squared deviation from the mean return.
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What Is Alpha and Beta in Mutual Funds? Understanding Key Metrics
Alpha and Beta are essential metrics used to evaluate a mutual fund’s performance by analysing its returns and volatility relative to a benchmark. In investing, higher returns typically come with higher risk.
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What are Value Funds: Benefits & Investment Strategy
Equity Mutual funds are often segmented based on the valuation approach used in stock selection—commonly into growth, value, and contrarian categories.
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WHAT IS IDCW IN MUTUAL FUNDS?
Receiving dividends is one of the key benefits of investing in equity stocks. However, many investors are unaware that mutual funds also distribute earnings in a similar way.
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How to Build a Retirement Plan Using Mutual Funds for Stability
During early working years, retirement planning is often overlooked since it seems like a distant future.
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5 Things You Need to Know About Investing in Banking & PSU Debt Funds
According to SEBI regulations, these are open-ended debt mutual fund schemes that allocate at least 80% of their assets to instruments like debentures, bonds, and certificates of deposit issued by government-backed entities, banks, and PSUs
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How-Do-Mutual-Funds-Pay Dividends-Understand-the-Basics
Mutual funds are incredible investment options that can offer potential returns through diversification and professional management in a convenient and easy way.
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Different-Types-of-SIPs-and-How-Do-They-Impact-Your-Portfolio
When one thinks of mutual funds, Systematic Investment Plans (SIPs) often come to mind.
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What Are Open-Ended And Close-Ended Mutual Funds? A Beginner's Guide
Open-ended funds are Mutual funds, whether equity or debt funds, allow investors to subscribe to and redeem units continuously throughout the year on business days.
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Passive Funds
Passive mutual funds are structured to replicate the performance of a specific market index, such as the Nifty 50 or Sensex.
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What Are Liquid Funds
A Liquid Mutual Fund is a category of debt fund scheme investing in debt instruments or debentures for a short term of upto 91 days as per the SEBI mandate.
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What are Contra Mutual Fund Schemes
Contra funds stand apart with their distinctive investment strategy. They zig when the market zags, investing in stocks that are currently underperforming.
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Mutual Funds and Exercise: A Perfect Analogy for Financial Fitness
In exercise, a full-body workout targets different muscle groups, ensuring balanced development and reducing the risk of injury.
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SILVER: A PRECIOUS METAL WITH DIVERSE APPLICATIONS AND INVESTMENT POTENTIAL
Silver, a versatile chemical element, exists in the Earth’s crust as a metal.
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Balance returns and capital growth with equity savings funds
Equity savings funds are hybrid mutual funds that invest in a mix of equity, debt and arbitrage opportunities to deliver stable returns and capital appreciation.
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What is Focused Equity Fund?
Focused equity funds are managed by professional fund managers with in-depth knowledge and expertise in selecting and managing a focussed portfolio of stocks.
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ELSS: Wears Many Hats!
Amidst the end of one financial year and beginning of another, tax saving becomes a crucial activity.
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Where is China + 1 ?
The prevalent narrative is around shifting of manufacturing capacities out of China with the objective of reducing the world’s dependency on Chinese exports.
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The flight of Icarus
Equity valuations are having an Icarus moment. For more than a decade, the cost of capital fell.
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Change is constant: Disentangling Big Style Shifts
Chart 1 depicts the performance of MSCI USA Index (total returns, USD) since 1993 till date and we can observe that valuation, quality, momentum and size have outperformed at different points in time.
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US Economy and Market Cycles
Price of reigning in inflation is a recession, which seems to be the only way out today. But the question is by when, and how deep? And how to think about financial market outcomes in such times.
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New year new investment resolutions
Investors should deal only with registered Mutual Funds, details of which can be verified on the SEBI website
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Dividend yield funds a reasonable bet in the long term
A company with a stable and robust dividend record tends to have a sustainable revenue trajectory, making it attractive for long-term investors.
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Balance risk and return via balanced advantage funds
The heightened volatility seen so far in 2022 underscores the importance of taking prudent investment decisions
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Save tax and seek to create wealth via ELSS
Tax-saving investments? It’s what you do in the closing quarter of a financial year.
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Embark on the path of prosperity with Lord Ganesh
The first tale is about a race competition between Ganesh and his brother Karthikey.
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Why investors should consider asset allocation
Due to lack of correlation between returns of different assets, it is difficult to predict market trends.
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Investing in ESG Funds: Decoding the Complex yet Simple Practice
Have you ever found yourself overwhelmed in a supermarket aisle where buying a mere shampoo has suddenly felt like a humungous task because of the plethora of options available?
Mutual Fund Jargons Simplified
AUM or assets under management refers to the recent / updated cumulative market value of investments managed by a mutual fund or any investment firm.
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How to ensure financial well-being amid the Covid pandemic
The Covid-19 pandemic is exacting not only a severe-toll on individual well-being, but on economic health as well.
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Plan your dream with Systematic Investment Plan (SIP)
Dreams can only be achieved if you work towards them. Even building wealth is no different.
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Dynamics of Investment Planning
Financial independence is now an integral part of our complex lives.
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Five Money Management Resolutions For New Year
The coming of a new year is a great time to take stock of where you stand and how you could change for the better.
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Corporate Bond Funds – A Professional Investment Avenue
Corporate bonds, also known as non-convertible debentures (NCDs), are debt securities issued by companies to raise finance.
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What is Equity Mutual Fund & Benefits of Equity?
Equity has historically proven to be the one of the best wealth creator among various asset classes.
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What are Debt Funds and its different types?
Indians’ penchant for debt investment is quite well known. About 59%* of financial savings is parked in bank fixed deposits (FDs).
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Debt funds - A popular alternative to traditional investment products
Debt funds, unlike traditional bank deposits, provide investors with the opportunity to generate market-linked returns by professional investment.
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How one should start - SIP Investment
Among the many mantras of investing, market timing is the most commonly used one, where investors look to invest, book profits and exit quite often.
Portfolio Diversification - Immunize Investment from COVID19
The Novel Coronavirus (Covid-19) is creating havoc on global economies.
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Need Of Professional Mutual Fund Management
Today’s highly advanced print and electronic media have been able to share investment-related information with the investors.
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Thematic Funds
Invest in specific sectors to allow investors to cash in on sectors with strong growth potential.
Exchange Traded Funds Functioning
Mutual Funds provide an important and convenient way of financial planning for retail investors due to various factors such as economies of scale and low costs. In addition, Mutual Funds also provide investors with an opportunity
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Gilt Funds Demystified
Gilts funds are schemes offered by domestic mutual funds wherein they invest the pooled money exclusively in bonds/securities (gilts) issued by the Reserve Bank of India (RBI) on behalf of the government.
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Explaining Sustainable Investment
Every day you hear or read news about global warming, deforestation, etc. and probably wish for more responsible governance to tackle such environmental challenges. You might also wish to do something yourself to limit the impact.
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How to deal with market volatility
The equity market is driven by two emotions – greed and fear. The latter seems to be at play in the domestic equities currently.
