India is the world’s largest two-wheeler market, is driving its own EV revolution based on domestic strength, a break from the foreign-reliant ICE sector. Indian OEMs are making heavy domestic R&D investments, resulting in Indian-manufactured electric scooters that offer performance and a superior feature set. The primary consumer appeal is the Total Cost of Ownership […]
Stop focusing on short-term wins! This analysis, spanning mutual fund data from 2005 to 2025, shows that a fund’s recent stellar performance especially its 1-year return is often a misleading boost that inflates its overall record and doesn’t reliably predict future success. The main lesson is to resist the urge to “chase” the current top-ranked […]
Since SEBI introduced Specialized Investment Funds (SIFs) in February 2025, the category has quickly gained traction, signaling a new era in the investment landscape. In just a few months, seven leading AMCs have already launched their SIF brands and rolled out three distinct schemes. This rapid activity indicates early adoption and growing industry confidence. Strategically positioned between […]
The Indian cement sector stands as a crucial pillar of the nation’s economic development, characterized by its significant scale and robust growth trajectory. As the world’s second-largest producer and consumer, India’s cement industry has demonstrated remarkable resilience and expansion, evidenced by a healthy ~7% CAGR in domestic demand between Fiscal 2020 and 2025. This growth […]
The Indian mutual fund industry has shown significant growth in the past six years, driven by a thriving economy, and increased individual investor participation. The industry’s AUM as a proportion of bank deposits have risen, indicating a shift from traditional savings methods to mutual funds. A key driver has been the substantial increase in equity […]
India’s education sector is a dynamic and expanding market, driven by the country’s large, young population and growing economic aspirations. While facing challenges like school closures and consolidation, the sector is experiencing significant growth, particularly in higher education and supplemental learning. This overview explores the market’s key segments, financial trends, and the increasing role of […]
Investment Charter
2024 HDFC TRU