Blog by PriyaSahu

Event-driven mutual funds are a unique type of fund that generate returns by investing in situations where specific events or corporate actions, such as mergers, acquisitions, restructurings, or bankruptcies, are expected to occur. These events typically cause significant changes in the stock p...

ETFs, or Exchange-Traded Funds, work by allowing you to invest in a collection of assets, such as stocks or bonds, all in one fund. When you buy shares of an ETF, you're essentially buying a small piece of all the assets that the ETF holds. These assets are grouped together to reflect a specific ind...

Exchange-Traded Funds (ETFs) have gained significant popularity among investors worldwide due to their ability to track specific stock indices and offer broad market exposure. But how exactly do they track these indices, and what are the benefits for investors? Let’s dive in and understand how ...

ETFs (Exchange-Traded Funds) are known for their flexibility and low cost. But how do they perform during a market downturn in India? Understanding the behavior of ETFs in challenging market conditions can help investors make better-informed decisions. Here's a simple breakdown of how ETFs tend...

ETFs (Exchange-Traded Funds) play a significant role in stock market liquidity. They are traded on stock exchanges, just like stocks, and this feature helps improve market efficiency and liquidity. Let’s break down how ETFs impact liquidity and why they are popular among investors.

ETFs (Exchange-Traded Funds) and mutual funds are both popular investment options, but they differ significantly when it comes to expense ratios. The expense ratio refers to the annual fee that investors pay to cover the fund's operating expenses, expressed as a percentage of the average assets...

ETFs (Exchange-Traded Funds) and index funds are both investment products that allow you to invest in a broad market index. While they have similar objectives, they differ in terms of trading flexibility, tax efficiency, cost, and structure. Knowing these differences can help you choose the rig...

Estate taxes can influence your investment strategy by reducing the wealth you leave to your heirs. These taxes are based on the value of your estate when you pass away and can be quite substantial depending on the size of your estate. Understanding how estate taxes work and planning accordingl...

ESG-focused mutual funds integrate machine learning (ML) to enhance their decision-making process, offering improved insights into companies' sustainability efforts. By leveraging data and algorithms, these funds are able to better assess the environmental, social, and governance factors that i...

ESG-focused mutual funds evolve over time by adjusting to shifting sustainability standards, investor preferences, and new regulatory requirements. This evolution ensures that ESG funds remain relevant in a rapidly changing world where environmental, social, and governance factors are becoming ...

ESG-focused mutual funds ensure compliance with sustainability reporting by following regulatory guidelines, working with third-party ESG rating agencies, and adopting transparent reporting practices. These funds ensure that their portfolio companies meet rigorous environmental, social, and gov...

ESG mutual funds score and rank companies based on how well they meet certain environmental, social, and governance (ESG) criteria. These scores help investors choose companies that align with their values, contributing to positive environmental and social impact, while ensuring strong corporat...

ESG mutual funds navigate sector exclusions by carefully screening and filtering out industries or sectors that do not align with their environmental, social, and governance (ESG) criteria. This may include excluding sectors such as tobacco, fossil fuels, firearms, or companies with poor labor ...

ESG mutual funds navigate regulatory divergences across countries by adapting to each region’s unique regulatory environment. Fund managers ensure compliance with local ESG regulations while maintaining their global investment strategies. This may involve adjusting their screening processes, re...

ESG (Environmental, Social, and Governance) mutual funds ensure ethical investment compliance by evaluating companies based on environmental, social, and governance criteria. Fund managers use specific tools to screen investments, assess risks, and engage with companies to align with ethical va...

ESG (Environmental, Social, and Governance) mutual funds aim to provide investors with sustainable investment options while ensuring attractive financial returns. The balance between sustainability and performance can be tricky for fund managers, as ESG funds prioritize ethical investing alongs...

Water scarcity is a growing global issue that affects many industries. ESG (Environmental, Social, and Governance) mutual funds are increasingly assessing water scarcity risks to identify companies that are exposed to potential operational and regulatory risks. ESG funds incorporate this critic...

Scope 3 emissions refer to indirect greenhouse gas emissions that occur in a company’s value chain, both upstream and downstream. These emissions are often difficult to measure due to their indirect nature. However, ESG (Environmental, Social, and Governance) funds are increasingly focusing on ...

ESG (Environmental, Social, and Governance) mutual funds invest in companies that meet certain standards in these three categories. These funds are designed for investors who want to make a positive social impact while also earning financial returns. ESG funds have grown in popularity as more i...