The recent market rally has once again brought thematic and sectoral mutual funds into the spotlight

The Indian equity market experienced significant volatility

The revamped framework by SEBI introduces salary-linked investment slabs

It is a common belief that funds which perform well during challenging or volatile market conditions are robust investments

The Securities and Exchange Board of India (SEBI) has introduced Specialised Investment Funds (SIFs), a new asset class tailored for sophisticated investors seeking advanced strategies across equity, debt, and hybrid assets.

March 31st is the cut-off date to complete tax saving investments every financial year and with less than 90 days left to close our books of accounts, now is the time to minimise your tax liability.

The recent spike in SIP stoppages, with a discontinuation ratio of 109 per cent in January 2025, has raised concerns among mutual fund investors.

The equity markets have become a source of anxiety for many investors, as volatility continues to test their resolve. For those who started systematic investment plans (SIPs) in equity funds in 2024, it’s not uncommon to see portfolios in the red or delivering low single-digit returns. And if you waited until June for post-election clarity before investing, chances are your portfolio is struggling even more. 

As Indian;economy continues to grow, albeit at a slower pace, fostering an environment that encourages long-term savings and investments is crucial.

As we step into 2025, it is time to reflect on a remarkable year for India’s mutual fund industry.

As an investor, have you ever chosen a fund simply because your friend did, or held on to a lossmaking scheme hoping it would bounce back? If yes, welcome to the club—biases often accompany us on our investment journey, sometimes silently sabotaging our financial goals.