Seeing how mutual funds are finding their rightful place in investors’ portfolios is heartening.

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.

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.

Mutual funds have transformed from a niche product to a ₹68 lakh crore ecosystem empowering millions. The formula for success is simple: Start early, invest regularly, diversify strategically, and ignore short-term noise. The article brings into the limelight the role that mutual funds can play in your investment journey 

Laurus Labs has showcased impressive growth in the custom synthesis and FDF segments

The Indian market has been facing a severe downturn for the past few months.

The recommendations provided in this column are taken from various market sources such as brokers, analysts, dealers and investment strategists, etc. These recommendations may not be backed by strong fundamentals. Therefore we advise readers to use their own discretion before investing in these recommendation 

The Indian rupee has been on a consistent decline against the U.S. dollar since Donald Trump won the U.S. presidential election.

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 scrips in this column have been recommended with a 15-day investment horizon in mind and carry high risk. Therefore, investors are advised to take into account their risk appetite before investing, as fundamentals may or may not back the recommendations.

The Indian markets have faced a challenging phase since October 2024, with the Nifty 50 breaking a 23-year record by marking its fourth consecutive month of decline.

This section gives a recommendation of a stock having stock price below Rs 150 with sound fundamentals and expected to give handsome returns over a one-year time horizon.

This column gives you scrip chosen by the research team during the fortnight that is fundamentally strong and expected to give good capital appreciation over a time period of 1 year.

The New Income Tax Bill 2025 was tabled in the Lok Sabha after Finance Minister Nirmala Sitharaman proposed complete Income Tax exemption

I have been interested in metal stocks, but recent declines

The current market downturn has shaken investor confidence, particularly among those who entered the equity markets during and after the corona virus-triggered pandemic

The Indian stock market has been witnessing significant turmoil in recent months, leaving investors scrambling to adjust their strategies.

If you are a non-resident under the Income Tax Act, then any income accrued or earned outside India is not taxable in India.

In the ever-changing financial landscape, mutual funds have been playing an increasingly important role in investors’ portfolio.

Real Estate Investment Trusts (REITs) have stood out, generating gains even as broader indices, including the Nifty and Nifty Realty index, posted negative returns.

Investors take different routes to select mutual funds. Most of them look at historical returns to gauge future performance.

The Indian markets touched record highs in September 2024, and as investors celebrated, they had no idea what was coming next.

Securing children’s future is among the topmost priorities of parents. Given the inflationary pressure in modern times on education costs and marriages, it is often not possible to meet the needs by mere savings.

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.

Women are transforming their financial futures through mutual funds, breaking stereotypes and building wealth. Prajwal Wakhare explores how women can invest confidently, leverage SIPs, and navigate risks in this cover story. You will also learn why mutual funds are the key to financial empowerment, offering diversification, tax benefits, and liquidity. Take charge of your finances – start investing today! 

Imagine, after conducting thorough research, you are confident that a particular stock will rise.

Referring to your article in the last edition, what should the MF investors' stance be if the volatility continues?

In this special report, Manoj Reddy Sama provides a detailed examination of the key segments within commercial real estate

The company serves customers in diverse sectors, including aerospace & defence, industrial, and medical & healthcare, with a commitment to driving innovation and value-driven solutions.

L&T Technology Services is well-positioned to capitalise on the growing engineering services provider (ESP) market,

The past two weeks have been a rollercoaster ride for global stock markets, with U.S. equities experiencing sharp fluctuations.

In this issue, we begin exploring put spread strategies, following our deep dive into call spreads in the last four issues.

The equities benchmark indices ended a three-week losing streak in an extended trading week on the back of a prebudget rally.

Investment Horizon : Query-Specific : Subscribers can ask their queries regarding stocks they hold and get our expert guidance.

The scrips in this column have been recommended with a 15-day investment horizon in mind and carry high risk. Therefore, investors are advised to take into account their risk appetite before investing, as fundamentals may or may not back the recommendations.

This section gives a recommendation of a stock having stock price below Rs 150 with sound fundamentals and expected to give handsome returns over a one-year time horizon.

We had recommended REC Ltd. in Volume 39, Issue No. 17 dated July 15, 2024—July 28, 2024, under the Choice Scrip segment.

This column gives you scrip chosen by the research team during the fortnight that is fundamentally strong and expected to give good capital appreciation over a time period of 1 year.

The benchmark indices’ bearish streak is now on the verge of breaking a 23-year record

The recommendations provided in this column are taken from various market sources such as brokers, analysts, dealers and investment strategists, etc. These recommendations may not be backed by strong fundamentals. Therefore we advise readers to use their own discretion before investing in these recommendation 

I am a regular reader of your magazine and find it highly informative.

In this special edition, we aim to celebrate the transformative power of India's B Schools.

KFin Technologies emerged as a multibagger in 2024, delivering return of 217 per cent as its stock price surged from ₹485 to ₹1,537. The technology-driven financial services provider hit an all-time high of ₹1,640 on December 30, 2024, achieving a 3.5 times return compared to its IPO price of ₹366 in December 2022. However, the stock recently corrected by 24.15 per cent from its lifetime high, closing at ₹1,244 on January 15, 2025. So, should those who could not take part in the rally earlier be diving into it now? Let’s get into it 

The Nifty India Consumption index represents a diversified portfolio of companies from the domestic consumption sectors such as consumer durables, fast-moving consumer goods (FMCG), healthcare, automotive, telecom services, pharmaceuticals, hotels, media and entertainment, etc.

In this issue, we explore the Call Ratio Spread strategy in its Net Debit variant, a versatile approach for traders expecting moderate bullish market movement. Unlike the Net Credit variant, the Net Debit version requires an upfront investment but offers a more aggressive profit potential. Let’s dive into how our assumed trader Sarvani Shah employs the Call Ratio Spread (Sell More) to align with her current market expectations 

Nifty has formed a perfect Doji candle on a weekly chart. After last week’s 573-point decline, this indecisive candle’s low has become crucial support.

The transaction between two nonresident foreign citizens is with respect to assets which is situated in India.

The scrips in this column have been recommended with a 15-day investment horizon in mind and carry high risk. Therefore, investors are advised to take into account their risk appetite before investing, as fundamentals may or may not back the recommendations.

This section gives a recommendation of a stock having stock price below Rs 150 with sound fundamentals and expected to give handsome returns over a one-year time horizon.

This column gives you scrip chosen by the research team during the fortnight that is fundamentally strong and expected to give good capital appreciation over a time period of 1 year.

The last fortnight proved challenging not only for the Indian markets but also for the global markets, with the latest trigger being the release of strong US’ jobs data.

Understanding Sector Rotation Sector rotation refers to the cyclical performance of different sectors of the market

The Indian equity market has started 2025 on a challenging note, reminiscent of the turbulent final quarter of 2024

Market volatility can be scary, but it also offers opportunities for mutual fund investors. Prajwal Wakhare explains mutual fund investing in a volatile market, highlighting strategies like SIPs, diversification, and rebalancing to help manage investments during turbulent times and turn market fluctuations into long-term gains 

One of the challenges for investors is to keep their portfolios on track through their defined time horizon. The current market situation with heightened volatility can test the patience and perseverance of investors. However, history tells us that investors who stay invested during turbulent times in the market get their due in the long run.

Tax loss harvesting and tax gain harvesting are powerful tools that can help investors optimise their portfolio returns by minimising the tax liabilities. While tax loss harvesting enables investors to offset losses strategically to reduce their tax burden, tax gain harvesting allows them to book profits without incurring taxes, promoting long-term tax efficiency 

Your mutual fund factsheet article was very informative, but what are the nitty-gritty details that I should know when reading it? - Avdhoot Sinha 

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. 

All eyes are on the upcoming Union Budget 2025, with opinions sharply divided.

The recommendations provided in this column are taken from various market sources such as brokers, analysts, dealers and investment strategists, etc. These recommendations may not be backed by strong fundamentals. Therefore we advise readers to use their own discretion before investing in these recommendation 

Interview with Harish Krishnan, Co-CIO and Head of Equity at Aditya Birla Sun Life AMC.

Bonus shares and dividends are key tools through which companies reward their shareholders, reflecting profitability and a commitment to sharing financial success.

MF QueryBoard

Equity, as an asset class, has an important role in the wealth creation process of investors. However, considering that the stock market tends to be volatile from time to time, investors must have the patience to not only stay invested during these turbulent times but also continue investing to benefit from averaging. It is equally important to build a well-diversified portfolio to minimise the risk. However, investors often get tempted to invest aggressively into funds that either have a narrow investment universe or a concentrated portfolio. 

Mutual fund factsheets provide essential insights into a funds performance, portfolio, key ratios, and other vital details. Understanding factsheets helps investors track investments, analyse risks, and make informed decisions. Prajwal Wakhare explains how to read a factsheet

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.

Saving for specific life goals is at the heart of all investment decisions that we make. Among the many important milestones in life, the college and higher education admission of children remains the most critical for investors. Securing entry into reputed colleges in India or even abroad is a great starting point for kids to launch their careers. But as with all good things in life, higher education costs a lot of money and it is necessary to start saving judiciously for the goal early enough. 

Tax loss harvesting and tax gain harvesting are powerful tools that can help investors optimise their portfolio returns by minimising the tax liabilities. While tax loss harvesting enables investors to offset losses strategically to reduce their tax burden, tax gain harvesting allows them to book profits without incurring taxes, promoting long-term tax efficiency 

The article considers several case-studies and does an overall analysis to conclude how certain factors have contributed to the fall of the ones who were at the top

The target company brings expertise in AI-driven analytics, omnichannel customer engagement, and multilingual support, significantly broadening OPOs service offerings.

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

PG Electroplast demonstrates robust growth potential, driven by its strategic diversification into EV manufacturing, enhanced capacity plans 

After two quiet holiday-shortened weeks, markets are bracing for an action-packed period ahead, where crucial economic data and policy cues will dominate the narrative.

The year 2024 may have concluded on a subdued note, but for investors, it was a period of remarkable achievements.

In this issue, we delve into the Call Ratio Spread strategy, focusing on the Net Credit variant where more options are sold than purchased.

Investment Horizon : Query-Specific : Subscribers can ask their queries regarding stocks they hold and get our expert guidance.

The depreciation of the rupee to an all-time low and other concerns like probability of yen carry trade unwinding and a sharp sell-off in the banking stocks gripped the equity markets.

We had recommended IDBI Bank in Volume 39, Issue No. 13 dated May 20, 2024 — June 2, 2024, under the Low Price segment.

The scrips in this column have been recommended with a 15-day investment horizon in mind and carry high risk. Therefore, investors are advised to take into account their risk appetite before investing, as fundamentals may or may not back the recommendations.

This section gives a recommendation of a stock having stock price below Rs 150 with sound fundamentals and expected to give handsome returns over a one-year time horizon.

This column gives you scrip chosen by the research team during the fortnight that is fundamentally strong and expected to give good capital appreciation over a time period of 1 year.

The recommendations provided in this column are taken from various market sources such as brokers, analysts, dealers and investment strategists, etc. These recommendations may not be backed by strong fundamentals. Therefore we advise readers to use their own discretion before investing in these recommendation 

After a challenging fortnight that saw the Indian markets tumble by 4-5 per cent, the benchmarks staged a partial recovery at the start of the new year.

Could you provide guidance on investments in the agriculture sector?

As the Indian stock market reopened on January 6 after the holiday season, it was greeted with unexpected turbulence.

Investors who placed their bets on solar stocks in the last few years have witnessed extraordinary wealth creation, fuelled by global trends, policy changes, advancements in technology, and the Indian government’s robust support for the sector, particularly given the challenges and environmental disadvantages associated with fossil fuels.

To determine which side of the argument holds more merit, we examined BSE 500 stocks that hit their 52-week low during the period between December 1, 2023 and September 6, 2024.

Drawdowns are a natural part of investing in mutual funds. While they can test investor patience, history shows that funds with strong fundamentals and a disciplined approach tend to recover and generate long-term wealth. This article explores the lessons we can learn from mutual fund volatility and how managing drawdowns is the key to achieving long-term financial goals 

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.

The Indian IT sector remains a cornerstone of economic growth and innovation.