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Union Budget: A balanced one with a thrust on the new tax regime

The Budget for FY2023-24 is overall a balanced Budget with a focus on capital expenditure, social sector and measures to boost economic growth. There were significant personal direct tax proposals with a clear push by the government to popularize the new tax regime. Dhaval Kapadia, Director, Portfolio Specialist at Morningstar Investment Management Group, shares key budgetary proposals and Morningstar’s take on them.
Feb 01, 2023
 

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Should you invest in US Equities
Kaustubh Belapurkar, Director of Fund Research at Morningstar Investment Adviser India Private Limited, recommends diversifying investment portfolios with US equities as a compelling choice due to the exposure to global businesses, broad-based diversification, and long-term potential for returns.
Kotak Emerging Fund
An experienced manager, backed by a strong team; a well though out strategy and adherence to the investment approach lead to a strategy that stands out in terms of its long term showing.
Aditya BSL Dynamic Bond Fund
We think that an experienced team and a well-researched process are the backbone of this strategy. Despite these funds remaining out of favor, we think that the Dynamic fund has remained a strong contender within its category.
Investing in Turbulent Times
We know that the overall direction of the stock market is a continual rise in value over years. However, the rise is not linear and is constantly punctuated by falls. There are periods when pronounced risks loom and periods when valuations are stretched. Where are we right now? What lies ahead? What must investors focus on? Nilesh Shah, Kotak AMC and Sankaran Naren, ICICI Prudential AMC, share their views.
How to Build a Mutual Fund Portfolio
When faced with thousands of mutual funds, how does one make a smart pick? A winning fund is not just one that delivers an impressive risk-adjusted return, with a low expense ratio. What’s as important is ensuring that they strategically enhance your own portfolio and match your investing objectives. We look at key factors that are essential to build a mutual fund portfolio. Himanshu Srivastava, Associate Director of Manager Research, Morningstar, shares how investors can pick funds.
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