Posts

Invesco India Business Cycle Fund - NFO Overview

Image
  Invesco India AMC has come out with NFO of " Invesco India Business Cycle Fund ", which is an open-ended thematic equity scheme following  business cycles based investing theme .  NFO Period : February 6 - 20 2025.   Why invest in Business Cycles Fund ?   Economic cycle is characterized by different phases; each presenting a unique investment opportunity. The relative performance of equity market sectors typically tends to rotate, as the overall economy shifts from one stage of the business cycle to the next, with different sectors assuming performance leadership in different economic phases. Business cycle investing focuses on assessing sub-segments within a sector and identifying emerging themes that provide structural benefits. A Business Cycle Fund invests predominantly in equity and equity related securities, with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycle...

Mutual Funds - a poem

Put your money where it can grow, Mutual funds are the way to go. With stocks and bonds in a balanced mix, They’re here to help you hit your goals. Big dreams, small steps—they fit them all, A smart choice to stand tall. Invest with ease, no need to stall. Investing Poetry

Canara Robeco Manufacturing Fund - NFO Overview

Image
Canara Robeco AMC has come out with NFO of " Canara Robeco Manufacturing Fund ", which is an open-ended sectoral / thematic equity scheme following  Manufacturing  sector / theme.    NFO Period : February 16 - March 01 2024.   Why invest in Manufacturing themed equity fund now ? - The world was becoming heavily dependent on China, for all its manufacturing needs till now. The Covid-19 pandemic and resulting lockdowns all over the world, led to supply chain disruptions and resulted in Inflationary conditions globally. This forced the global companies to think of China+1 strategy, to mitigate the risk resulting from concentrated manufacturing in one geography/country. - Volatile Geo-political situation is leading to diversification of manufacturing supply chains across globe - India with its existing manufacturing ecosystem, availability of talented workforce will be huge beneficiary of this global phenomenon of supply chain diversification in c...

Canara Robeco Banking and PSU Debt Fund - NFO Overview

Image
  Canara Robeco AMC has come out with NFO of " Canara Robeco Banking and PSU Debt Fund ", which is an open-ended debt scheme predominantly investing in debt instruments of banks, public sector  undertakings, public financial institutions and municipal bonds.  NFO Period : 29th July - 12th August 2022. Why invest in a Banking and PSU themed debt fund now ? - Volatile Geo-political situation - High inflation, leading to sharp Interest rate hikes - Rising funding costs, coupled with demand drop(due to inflation), likely to hit margins - Credit profile of lower rated companies may deteriorate in coming years - Prudent to invest in a portfolio of AAA/A1+ rated securities primarily issued by Banks and PSUs which are of high credit quality and carry a relatively lower credit risk Note : This type of fund  carries a relatively high interest rate risk  and moderate credit risk. Why Canara Robeco Banking and PSU Debt Fund ? - The Fund seeks to generate optimal retur...