Understanding drawdowns before tactical allocation in a portfolio

Understanding drawdowns before tactical allocation in a portfolio

Volatility is the lifeblood of financial markets. It creates profit opportunities but is also the source of sleepless nights for many investors. While some thrive on the adrenaline rush of market fluctuations, others shy away, deterred by the potential for losses. However, savvy investors understand that managing risk is equally critical. This is where the … Read more

Factor investing has started drawing serious money in India

Factor investing has started drawing serious money in India

Indians have started lapping up a relatively lesser-known type of investment option—factor funds. Inflows into such schemes have surged as awareness grows about this style of stock selection that tracks attributes like size, value, momentum, growth, low volatility, and quality to offer better returns. The assets under management for the category jumped from ₹7,050 crore … Read more

These fund houses show courage to launch NFOs while market is going bonkers; should you invest?

These fund houses show courage to launch NFOs while market is going bonkers; should you invest?

While benchmark indices, the Nifty50 and the Sensex 30, witnessed a steep fall of around three per cent in a single trading session on Monday, several mutual fund houses, including HDFC Mutual Fund and ICICI Prudential Mutual Fund are set to launch their schemes. Here, we list out some of the mutual fund schemes that … Read more

April was calm for markets, but don’t let that fool you

April was calm for markets, but don't let that fool you

Outstanding positions in marketwide futures hit a record ₹4.38 trillion on Thursday when the May series of derivatives began, pointing to a volatile month ahead. Marketwide futures include single stock futures and index futures (Nifty and Bank Nifty). While the market has priced in a victory for the ruling National Democratic Alliance when the results … Read more