INVESTMENT DEFINITIONS
Simply Important
Explore expert guides, research notes, and market-tested strategies on Investment Definitions curated by FundsIndia advisors.
Latest Articles
Indian Equity Markets Decline – What Should You Do?
The last few weeks have been quite volatile for equity markets, with a lot of news and happenings around the world. What happened? Sensex is down ~16%! This leads to the inevitable question… Is the current market decline a small temporary fall or ...
India Budget FY27: Balance between Fiscal Prudence and Growth Investments
Key Highlights 1. Fiscal Consolidation on track Fiscal deficit target at 4.3% of GDP for FY 27 vs 4.4% for FY 26 - in line with the fiscal prudence path of debt consolidation. Debt to GDP ratio estimated at 55.6% for FY 27 vs 56.1% for FY 26 - in ...
The Smart Investor’s Debt Fund Upgrade!
In the last few months several fund houses have launched a new offering known as Income Plus Arbitrage Fund of Fund. What exactly are these funds? Should you consider adding these funds in your portfolio? Let’s find out… What are Income Plus Arbit...
Gold Is Shining Bright - But For How Long?
Gold has witnessed a sharp rally over the last 6 years (2019-2025), gaining ~20% annually and nearly tripling! But here’s the catch! Despite Gold’s recent stellar performance, history reminds us that gold is a cyclical asset. Periods of rapid gain...
Silver Lining: Is It Time to Add Silver to Your Portfolio?
Silver has long been regarded as a store of value , second only to gold in the precious metals hierarchy. But in recent years, silver has moved beyond its traditional role as merely a store of value. Today, silver plays a dual role : a precious me...
Market Decline – Small Temporary Dip or the Beginning of a Crash?
What happened? Sensex is down 14%! Why? Global Trade Tensions – U.S. tariffs creating uncertainty. Earnings Growth Slowdown – Weak corporate results for Indian Corporates FII Selling – Foreign investors pulling out amid valuation concerns This lea...
India Budget FY26: Fiscal Prudence, Friendly Taxation, Flat Capex
Key Highlights 1. Fiscal Consolidation on track Reduction in fiscal deficit target to 4.4% of GDP for FY 26 vs 4.5% that was earlier announced – in line with fiscal consolidation glide path to reduce fiscal deficit below 4.5% of GDP by FY26. 2. Pe...
5 Finger Framework Your All Seasons Equity Portfolio Strategy - 5 Year Update
Here is a recap of how the strategy was designed and the thought process behind it. What is the challenge in building an equity portfolio using mutual funds? Building an equity mutual fund portfolio can feel confusing and overwhelming. Too Many Ch...
Are Arbitrage Funds right for you?
What are Arbitrage Funds? Arbitrage Funds are Debt Oriented Hybrid Funds which invest in a mix of Arbitrage and Debt/FDs. They usually have 65-75% of their portfolio in ‘Arbitrage’ investments and the remaining 25-30% in ‘Debt/FDs’ . Over a 6 mont...
Winning Funds, Losing Streaks: Decoding the Mystery of Short-Term Underperformance
History shows that investing in well-managed, diversified equity funds has led to good return outcomes over the long run. Yet, very few investors actually stick to these funds for the long term. Why? Let’s find out… There is no escaping underperfo...
Should you wait for a market correction?
Whenever you have money to invest in equities, a nagging thought inevitably comes up. “Feels like markets could correct from here. Maybe I should wait and invest after a 10% correction” Intuitively, waiting for a correction seems like a prudent ap...
Should You Consider Thematic And Sector Funds for Your Portfolio?
Sector and Thematic funds are becoming popular… Over the past 12 months , more than 1/3rd of equity mutual fund net inflows have gone into sector and thematic funds . It’s now the largest equity category (three years ago it was ranked 5th) . ..Led...