Your story on Arbitrage Funds was insightful. But my concern is - Do Arbitrage funds provide sufficient returns to long-term mutual fund investors? - Bhavesh Jai

The recent fluctuations in the market, spurred in part by SEBI's remarks on the broader market's exuberance and subsequent stress test of mid-cap and small-cap funds,

If you intend to invest for the long term, you would generally have the capacity to invest in equity and equity-related funds as you can wait out the inevitable ups and downs of the markets. 

If you find that the price of the same object differs across different markets and you know that you will potentially make a profit at very low risk, ask yourself whether you are going to capitalise on it or not. Rakesh Deshmukh takes a closer look at this concept within the context of the financial markets 

Investing in the stock market can often be a daunting task, especially for retail investors. However, by delving into the world of special situation investing, investors can uncover unique opportunities that have the potential to yield substantial returns. In this article, we will explore the concept of special situation investing, its role in mutual funds, and how retail investors can harness its power to make informed investment decisions. 

Every fortnight, we recommend one open-ended equity diversified fund that has the best potential of returns for the next one year considering its constituents remain the same.

Given that small-cap and mid-cap stocks have started correcting from the second week of March and the general elections next month could act as a trigger, this seems to be the right time to transition to large-cap stocks. Besides, the global scenario is also not looking very favourable for the equity market, thereby creating a lot of volatility in the equity market 

Reflecting on your cover story from the previous edition on commodity mutual funds, my personal take is that they are a slow wealth generator.

The upcoming mutual fund inflow numbers for March 2024, expected in the second week of April, might show an interesting picture. This is because a few weeks ago, Madhabi Puri Buch, the chairperson of Sebi, expressed concerns about the high valuations of small and mid-cap stocks that many retail investors like.

With an increasing number of investors starting their investment process with a financial plan in place, most of them have a clear map for the road ahead and the improved ability to achieve their investment goals.