Widely read:
Cover story: The one fund for first-time investors
Starting out in mutual funds? Your first fund shouldn’t be about chasing the highest return. It should help you stay the course. This edition breaks down the different hybrid fund types and zeroes in on the most behaviour-friendly option for beginners. Because in investing, the real win isn’t flashy gains. It’s staying invested long enough for compounding to do its magic.
Here are the other highlights of this month's edition:
- Ctrl + Alt + Decline: Nifty IT gets a sobering tech check: India’s tech index has stumbled this year, underperforming the broader market by a wide margin. Overvaluation, global demand fears and AI jitters are to blame. But does the long-term story remain solid? This piece explores how (and when) to allocate smartly to IT funds.
- Will the heated small-cap universe burst into flames?: Small-cap funds are riding high on record inflows. However, rising valuations, liquidity risks and herd behaviour are flashing caution lights. This story unpacks what’s brewing beneath the rally, and how to survive (and benefit from) this overheated corner of the market.
- Thematic funds that look like flexi caps and do better: Some thematic funds don't behave like typical thematics at all. They're broader, steadier and have quietly outperformed flexi-cap funds. But are they as safe as they seem? This story digs into the data behind four unusual funds that defy the category's usual rules.
- Save your gains from tax: Selling a house, land or even stocks? You don’t always have to pay capital gains tax if you know the right exemptions to use. This story breaks down the key sections of the Income Tax Act that help you defer or reduce tax and protect your investment gains.
- Gen Z dilemma: Balancing dreams and crorepati goals: At 25, Samarth wants it all: a car, vacations for his parents and crorepati status by his mid-30s. But with a modest income, how can he juggle it all without compromise? This story shows exactly how smart choices can turn early dreams into lasting wealth.
- The weight of the middle: Mid-cap funds can feel unpredictable, but their real strength shows up over time. This thoughtful piece by Arpit Nayak of WhiteOak Capital Asset Management blends cricket, memory and market data to explore why patience and perspective matter more than perfect timing. A reminder that sometimes, the best performers don’t reveal themselves in the moment.
- ‘Promoters with fire build the next large caps’: With valuations running high, Aditya Khemani shares how he’s staying grounded. In this interview, he explains why balance, discipline and time-tested frameworks matter more than chasing momentum in today’s crowded mid- and small-cap market.
As always, we include Mutual Fund and Index Fund scoreboards to help you make smarter investment decisions.
Mutual Fund Insight is a monthly subscription magazine that provides in-depth information, insights and analyses of mutual funds.
Mutual Fund Insight is available in print and digital formats.
Disclaimer: This content is for information only and should not be considered investment advice or a recommendation.
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