Why you should choose this fund? Demographics, premiumization and digitization to support long term consumption growth Ongoing policy push set to benefit the consumption theme among uncertain external environment Exposure to leading companies driving the consumption theme Historical long-term outperformance of Nifty India Consumption TRI vs. Nifty 50…
What is Kotak Services Fund ? Kotak Services Fund is an open-ended equity scheme following services theme. Key drivers of the Service sector Services drive over half of India’s GVA in FY’25 Source: Bloomberg, Investec Capital, data as of FY25. Details are as per latest data available. The stocks/sectors mentioned…
February 4, 2026
Market View 04th February, 2026
View on market: Volatility persists, eagerly searching for growth: Global markets showed mixed signals during Asian hours, as US and European futures traded slightly lower. Wall Street saw a sharp fall, led by technology stocks, as investors shifted money into economically sensitive sectors. Concerns grew after news about…
February 3, 2026
Market View 03rd February, 2026
View on market: Volatility persists, eagerly searching for growth: Global markets showed a recovery after recent volatility. GIFT Nifty indicated a positive start for Indian markets following a strong overnight move. Investor sentiment improved after India and the United States agreed on a trade deal that cuts reciprocal…
Muthoot Fincorp Limited is one of India’s premier non-banking financial companies (NBFCs) and serves as the flagship entity of the Muthoot Pappachan Group, also known as Muthoot Blue, which boasts a legacy of 138+ years. Muthoot Fincorp operates a vast network of nearly 3,700 branches across the country,…
February 2, 2026
Market View 02nd February, 2026
View on market: Volatility persists, eagerly searching for growth: Global markets were under pressure during Asian trading hours as US and European futures moved lower. Asian shares slipped, and US tech futures also eased, though losses reduced later in the session. The US dollar gave up early gains…
The Finance Minister said India’s economic trajectory over the past 12 years has been defined by stability, fiscal discipline, sustained growth, and moderate inflation. She emphasised that the government has consistently prioritised reforms over rhetoric, even during periods of global disruption. Atmanirbhar Bharat remains the “north star,” helping…
February 1, 2026
Market View 01st February, 2026
View on market: Volatility persists, eagerly searching for growth: Global markets showed mixed signals ahead of the weekend. US and Asian markets were closed, while European markets indicated positive momentum. Indian equity markets ended lower, with frontline indices closing in the red. The broader market was mixed, as…
Union Budget 2026: Income Tax Expectations & Middle-Class Relief India’s Finance Minister Nirmala Sitharaman is set to present the Union Budget 2026–27 on 1 Feb 2026, and taxpayers are keenly watching for income tax changes that could ease financial burden. Middle-income earners hope for higher standard deduction and…
January 30, 2026
Market View 30th January, 2026
View on market: Volatility persists, eagerly searching for growth: Global markets showed mixed signals as investors stayed cautious. US equity futures moved slightly lower after a volatile session, mainly due to worries about heavy spending on artificial intelligence and whether it will bring real profits. Technology stocks were…
