The Centre has budgeted Rs 25.2 lakh crore in direct tax collections for FY26, targeting a 13.2% growth over FY25. However, direct tax collections in FY26 so far (till 10th Nov) have grown only 7% YoY to Rs 12.9 lakh crore, implying a steep ~21% growth needed in the remaining months to meet the FY26 […]
Global investing offers Indian investors a gateway to diversify portfolios and tap into international growth. Under LRS, individuals can remit up to $250,000 annually, with overseas investments in equities and debt rising sharply to $1.7 billion in FY25. Alongside, corporates use ODI for strategic control and OPI for passive exposure. These regulated routes provide opportunities […]
Are aggressive duration bets worth it, or does patience pay more? Unlock the truth behind duration calls in Indian debt mutual funds! This note dives deep into a decade of gilt fund strategies, revealing how most fund managers react, not predict, interest rate cycles. Passive constant maturity funds have quietly outshone most active managers, delivering […]
The Indian convenience food market is valued at ₹79 billion in FY24 and is set for robust expansion, projected to reach ₹166 billion by FY 2029, reflecting an impressive CAGR of 16%. This strong growth is primarily driven by evolving consumer lifestyles, rapid urbanization, increased participation of women in the workforce, and a high demand […]
Amid evolving interest rate dynamics, the sweet spot for fixed income investors lies in the intermediate segment – balancing accrual yield, capital gain opportunity, and manageable risk. Short maturities face reinvestment hurdles, while long durations offer limited upside in today’s curve. Strategic yield curve positioning unlocks optimal risk-adjusted returns. Introduction The RBI’s Monetary Policy Committee […]
In an era defined by market unpredictability and evolving investor expectations, Multi Asset Allocation Funds have emerged as a powerful solution for balancing growth and stability. By seamlessly blending equity, debt, and commodities, these funds offer a dynamic, all-weather strategy that adapts to changing economic landscapes. With rising AUM and expanding scheme count, they reflect […]
2024 HDFC TRU