Mutual Funds and ETFs Articles

This report presents an analysis of the small-cap stocks market in India and explores the trends observed in mutual fund activity during the month of July 2023. Small-cap stocks have exhibited remarkable performance since the market lows in March 202

In the dynamic world of investment, one sector that shines with promise is infrastructure. Imagine being part of the growth story that underpins a nation's progress – the construction of roads, railways, airports, power plants, and more. Infrastruc

Technology is growing rapidly, and so is the way people manage their money. With busy work schedules and limited time, visiting distributors or advisors in person is no longer convenient for many investors. Mutual fund investing apps have made the pr

As Indian investors look to diversify beyond domestic markets, global mutual funds have become an increasingly popular investment option. These funds provide access to leading international economies and innovative sectors such as technology, consu

With the ever-changing nature of today's financial landscape, investors are seeking investment avenues that do not only generate long-term wealth but also regular income. While traditional savings instruments such as fixed deposits are stable, their

Investing in bonds that offer monthly interest pay-outs can be appealing, especially for retirees and individuals seeking regular cash flow. These bonds provide liquidity and are perceived to lower credit risk. However, there are potential drawbacks

Passively managed funds, such as index funds and exchange-traded funds (ETFs), have witnessed a surge in popularity, driven by the perception that they are less risky and that actively managed funds cannot beat the market. The Self-Fulfilling Prop

NJ Mutual Fund and SBI Mutual Fund are two AMCs positioned very differently in India’s mutual fund landscape. While SBI Mutual Fund is one of India’s largest and most trusted AMCs, NJ Mutual Fund is a new-age asset management company backed by on

Introduction Know how to withdraw my SIP amount and unlock the potential of your investments with ease. Whether you're planning for a major milestone or need immediate access to your funds, understanding the ins and outs of SIP withdrawals is esse

Imagine this: you’ve just received a yearly bonus, maybe sold a piece of land, or finally managed to save ₹5-10 lakh. Now comes the big question, what should you do with this money? Most people immediately think of fixed deposits or gold. While t

People often have different requirements they need to meet at different stages of life. And India’s mutual fund industry has created a vast range of investment products to help people meet those requirements. These products include schemes that inv

Retirement planning sounds boring until the salary stops. That’s when a steady monthly pension suddenly feels priceless. Expenses don’t disappear after retirement, and relying only on savings or market-linked investments can feel stressful. This