From artificial intelligence to demographic shifts, thematic funds offer a way to invest in big ideas shaping our future. For asset managers, understanding the nuances of this evolving landscape is ...

Thematic funds were some of the biggest winners in the postpandemic recovery period—but they’ve also been some of the hardest-hit names in the subsequent market downturn. The chart below shows that ...

Thematic investing is when investors apply a long-term investment philosophy that focuses on opportunities found in transformational trends. Isolating these trends moves the focus from specific ...

What is the single most important factor that turns an ordinary portfolio into a long-term outperformer—one that is capable of compounding at 15% or even more over the extended periods? While the blue ...

Just five years ago, the sectoral and thematic mutual fund category was nowhere near the top of the equity MF leader board. With ₹56,000 crore in assets under management (AUM) in May 2020 post the ...