Daily Wealth Letter.

RBI has outlined the details of the SGB tranches that are scheduled for premature redemption between April and September 2025. 

Over the past few years, passive funds have gained significant traction among investors. One of the primary reasons for the increasing interest in passive funds is…

While several equity mutual funds have been struggling, a few managed to outperform not just their respective indices but also majority of their category peers.

This insurance protects deposits held in commercial banks and small finance banks. DICGC compensates depositors up to the insured limit.

The new initiatives are steps in the right direction -- intended to achieve financial inclusion and improve the reach of mutual funds to a wider section of the population.

As the mid-cap stocks suffered amid earnings downgrades, stretched valuations, and global trade tensions, investors in Mid Cap Funds too have witnessed a sharp decline in their NAVs. 

Depending on your employer, nature of work, and position, most group health insurance plans offer a sum insured ranging from Rs 1.5 lakh to Rs 5 lakh.

SEBI in its recent circular launched a new platform ‘MITRA’ to help investors trace their unclaimed or inactive mutual fund folios. 

In the current a volatile market, it is essential for investors to understand if solution-oriented mutual funds are a worthwhile addition to their portfolio.

The AMFI data reveals that net inflows into ELSS have reduced significantly compared to other sub-categories of equity-oriented mutual funds.

With global macroeconomic risks and domestic uncertainties persisting, investors are prioritizing funds that can provide a smoother ride through market fluctuations.

Gold ETFs are passively managed mutual funds that aim to track the domestic price of physical gold by making direct investments in gold.

Often, investors, going by their favourable past experiences tend to skew the portfolio to one particular asset class. What is forgotten is that asset allocation is the cornerstone of investing.

Invesco India Contra Fund is a Contra Fund that aims to identify out-of-favour and beaten-down, but fundamentally sound stocks having long-term growth potential. The fund has proved its ability to generate healthy long-term gains and has rewarded investors with reasonable risk-adjusted returns. 

The recent correction has led to a nervous sentiment amongst investors, they are increasingly looking for avenues that provide financial stability and a reliable income stream.