Global emerging market investors are sharply cutting back on India, making it the largest underweight market, as funds rotate into China, Hong Kong, and South Korea amid tariff shocks and valuation concerns.
When we talk about Exchange-Traded Funds (ETFs), a few of their features that strike our mind are their low cost, easy-to-understand composition, and simple trading. While Index ETFs have always been popular among investors, Gold ETFs have garnered interest in recent years due to gold prices fluctuating near their all-time highs. But from a long-term investing context, do these ETFs really deliver?
'A balanced portfolio mix of domestic and international equity, fixed income, and precious metals is recommended.'
JioBlackRock Asset Management Pvt Ltd, a 50:50 joint venture between Jio Financial Services Limited (JFSL) and BlackRock, on Monday announced closure of its maiden New Fund Offer (NFO), recording a total investment of Rs 17,800 crore ($2.1 billion).
'Consider 40% to 50% in equities, 10% in gold as a hedge, and the remaining 30% to 40% split between multi-asset funds and hybrid funds.'
'Active funds have the ability to manage downside risk.'
The top 20 fund houses held 6.8 per cent of their portfolios in cash as of May 31, down from a record high of 7.2 per cent in April 2025.
Why try to time the market when time in the market works better? History shows that patient investors who stay the course often walk away with the real rewards, says Ramalingam Kalirajan.
The Securities and Exchange Board of India (Sebi) has planned a slew of further relaxations to facilitate easier registrations of foreign portfolio investors (FPIs), including a common know-your-client (KYC) and smoother documentation through India digital signature.
ELSS investments require a long-term commitment of at least seven years.
Apart from the emotional value attached to buying gold, the yellow metal offers protection against inflation, interest rate spikes, currency and geopolitical risks, says Anamika Pareek.
Build a portfolio diversified across market caps, investment styles, and geographies.
Reels often induce the FOMO-'Act now!' mentality. But sound investing is about consistency, diversification and a long-term horizon.
'Legally clean farmland is difficult to find. It requires time, money, and legal effort to verify the title.'
'An equity-based index fund should be held for more than five years to average out market volatility and achieve financial goals.'
Ask rediffGURU and PF expert Nitin Narkhede your mutual fund and personal finance-related questions.
Ask rediffGURU and PF and MF expert Janak Patel your mutual fund and personal finance-related questions.
The factor fund launch spree by mutual funds (MFs) is moving from the passive to the active space. Two new fund offerings (NFOs) - ICICI Pru Active Momentum Fund and Bandhan Multi-Factor Fund - are currently open for subscription. Sundaram MF's multi-factor fund NFO closed this Wednesday.
Your AMC shuts shop. Panic? Wait. What happens next isn't what most fear.
The biggest risk for investors isn't the market, but their own minds, biases and emotions often lead to poor financial choices.
Majority of equity fund managers were able to squeeze in some extra returns over their benchmarks in 2024-25 (FY25). While some managed to do so by delivering outsized returns during the equity market rally in the first half of the year (H1FY25), others succeeded by limiting the downside during the market downturn.
'Investors with foreign currency-denominated goals, such as foreign education or foreign travel, should go for US equity funds.'
Momentum funds can be 10 to 15 per cent more volatile than the Nifty 50.
'Our vision is to innovate as many products as we can and solve as many problems as possible.'
At present, foreign direct investment and foreign institutional investments are added to determine sectoral foreign investment cap in banking, credit information companies, broadcasting, commodity exchanges and telecom. But, with RBI allowing FIIs to acquire shares in companies under the portfolio investment scheme, the government is now likely to mandate that sectoral caps would henceforth be for FDI investment only, official sources said.
'If nominal growth improves and earnings pick up, Indian stock markets could see a rally next year.'
'When interest rates rise, the NAVs of these funds will fall.' However, they won't fall as much as longer-duration funds.
'...which is possible through flexicap and multicap funds.' 'The latter has a better balance between large, mid and smallcap stocks.'
Investors must adopt a balanced approach, incorporating both styles in their portfolios.
Conservative investors seeking equity-like tax benefits with low risk may go for them.
Christopher Wood, global head of equity strategy at Jefferies has rejigged his equity portfolios. In his Asia ex-Japan long-only portfolio, he has added Axis Bank (5 per cent weightage) and increased holding in Larsen & Toubro (L&T) by one percentage point. This, Wood said, will be paid for by removing the investment in ICICI Lombard General Insurance and reducing the investments in HDFC Bank and Reliance Industries (RIL) by one percentage point each.
Investors should be mindful of the high volatility in cryptos: Bitcoin has fallen more than 80 per cent in past corrections.
The Securities and Exchange Board of India (Sebi) on Wednesday announced a slew of measures to ease the compliance burden in the stock markets ecosystem, encourage more companies to list on the bourses after reverse flipping to India, and facilitate greater foreign fund flows into government bonds.
Investors need to carefully assess country-specific risks. 'This is especially true of a market that is less transparent than the US.'
'Allocate up to 20 per cent of your core equity portfolio to quality funds.'
Market watchers link the pullback to underwhelming listing-day performance and the lack of big-name IPOs.
'We may see this momentum going into 2025 and may keep up with the demand, given the strong pipeline.'
Britannia Industries reported revenue growth of 4 per cent year-on-year (Y-o-Y) in Q1FY25 and volume growth of 8 per cent implying price trends were adverse. Other operating income jumped 195 per cent, due to the incentive received for the Ranjangaon plant. The non-biscuit portfolio (rusk, cake, bread) remained key to growth and contributed 25 per cent of the total revenue.
After a massive selloff in the shares of food delivery giants Zomato and Swiggy, analysts believe the time may be right for investors to start adding these stocks to their portfolio carts. Their optimism, they say, stems from the sharp correction in stock prices and valuations, which seem to have "over-baked" concerns about the two companies.
The ideal time to invest in sector funds, is during a downturn so that investors can capitalise on a turnaround in 1.5 to 2 years.
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