‘Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble.’ – Warren Buffett. With the Franklin India Opportunities Fund, let’s explore how the strategic insights meet India’s dynamic markets, paving the way for enduring financial growth. What is the India Opportunity Fund? A fund that seeks Opportunities in “special situations” that [&
They say, “The key to successful investing lies in recognizing the potential of the future before it becomes the present.” Today, in our Fund Pick, let’s delve into how investing in the seeds of future greatness today can yield the fruits of success tomorrow. What are small-cap funds? A small-cap fund primarily invests in companies […]
In today’s changing economy, India’s services sector is booming with growth and innovation. With the world moving toward digital and service-based economies, India is leading the way, making it an exciting opportunity for you to participate in the growth of the country. Let’s see what the Services Sector includes. The services sector includes Healthcare, Fitness, […]
Indian equity markets have been on a remarkable ascent, reaching an all-time high of 19,000, despite facing headwinds such as US rate hikes and global inflationary pressures. There is a broader market participation with Industrials (manufacturing and infrastructure sectors) doing significantly better than other sectors. What next? We think the consumption story is also beginning […]
Today in Fund Pic, let’s talk about a fund where possibilities are endless and market fluctuations become opportunities. This fund seamlessly moves across several market sectors, responding to shifting conditions and looking for undervalued gems. The fund follows a value style in picking the stocks for its portfolio. Here’s a buzzworthy fund that has everyone […]
Think of your investment portfolio as a team of champions! Short-term investments can only contribute for a limited time. Medium-duration funds can stay with you for 3 years and adapt to any challenges, including fluctuations in interest rates. So, if you want to build a champion team to overcome any challenge, a Medium duration fund […]
Do you agree that investing in a mutual fund is more interesting if you invest in a stable return pattern that promises to add growth momentum? Here we come up with that one category to make your beliefs stronger. Large and Mid Cap Fund: Investing in mutual funds can be like choosing a family member […]
The price is what you pay. Value is what you get. This famous quote by Ben Graham reminds the fund manager of the HSBC Value Fund throughout the time he picks stocks and holds them. The HSBC Value Fund is true to its label, following a disciplined value-style approach. We are considering how this fund […]
Today, in fund focus, let us discuss asset allocation funds, also called all-weather funds, that seek to manage portfolios through the combination of asset classes. What is a multi-asset fund? A multi-asset strategy, as the name implies, combines various asset classes to provide a broadly diversified portfolio. These asset classes often include stocks, bonds, commodities, […]
Generally, the word retirement was associated with a person of life in the distant future. However, as we noticed during our conversations with many clients over the last few years that as they enter their 40s., they start thinking more and more about retirement savings. ‘Comfortable retirement’ is what is on their mind, and it […]