Sector rotation is an active strategy that shifts exposure among sectors—like Banks, IT, Pharma, and Auto—based on where...
What Is Rebalancing and Why Does It Matter?
Short answer: Portfolio rebalancing is the periodic act of bringing your investments back to their target mix (say 60% e...
Smart Beta Funds: What Indian Investors Need to Know
Quick answer (60-word summary): Smart Beta funds are rules-based index funds/ETFs that tilt portfolios toward factors su...
Passive vs Active Investing in India: Which Works, When, and For Whom?
Passive investing (index funds/ETFs) aims to match market returns at low cost; active investing tries to beat the market...
How HNIs Approach Portfolio Construction
Indian HNIs build portfolios around clear goals and risk budgets, split capital into “safety–growth–opportunistic” bucke...
Diversification: The Only Free Lunch in Finance
Diversification spreads your money across assets that don’t move together, reducing risk without giving up expected retu...
Value vs Growth Investing: Which Suits Your India Portfolio?
In one line: Value vs Growth investing boils down to buying undervalued cash flows (value) versus paying up for high fut...
Understanding Factor-Based Investing (Smart Beta) in India
Factor-based investing (a.k.a. smart beta) selects stocks by proven characteristics—like value, quality, momentum, size,...