HDFC Mutual Fund

Every big journey is really just a series of small steps. Over 85 kilometres and 1,452 poles from Najaf to Karbala, that's exactly what our colleague Munira Choonia discovered on the Arbaeen Walk, that showing up, one step at a time, is what carries you all the way. It's a belief we hold close, and the very thinking behind #ZindagiKeLiyeSIP: stay consistent, keep going, and let the small steps add up to something bigger. Learn more: https://lnkd.in/dQmMRUUc

Behind every generation that moves forward are the teachers who help shape its future. Education Times presents Celebrating Those Who Shape Our Tomorrow, powered by VIBGYOR Group of Schools and Financial Literacy Partner HDFC Mutual Fund - a celebration of educators through a thought-provoking discussion on The Future They Teach. The Future They Build. Join us on 4th September from 3 PM onwards at The Times of India Office, D.N. Road, Mumbai. VIBGYOR Group of Schools | Piyush Lohar | Sujeet Jha HDFC Mutual Fund | Harish Narayanan | Munira Choonia | Angela Stephen | Rupali Chavan Anurag Agrawal | Sudha Natrajan | Prakash Dsouza | Sagnik Ghosh | Sunil Mulki | Rasika Banerjee | Viraat Saxena | Vikas Chandra | Ram Vishwakarma | Akhil Shewakramani | Harish Mavilakandy #PowerOfPrint | Rakesh Thakur #TimesOfIndia #TOI #TheFutureTheyTeach #TheFutureTheyBuild #VIBGYORGroupOfSchools #EducationTimes #HDFCMutualFund #FutureOfEducation

Digitalisation is reshaping the way India invests. From greater access to financial markets to a more seamless investor experience, technology continues to transform the investment landscape. Hear our MD & CEO Navneet Munot's perspective on the evolving role of digitalisation in India’s financial journey.

What’s driving the markets, and what lies ahead? Hear our MD & CEO, Navneet Munot, share his perspective on the current market environment and what investors should keep in mind.

Weekend Bytes- 4AM Portfolio Check When investing turns into anxiety! Read the full article here: https://lnkd.in/dBPDkYzY

What is P/E Re‑Rating? Let us know your answer in the comments and if this piqued your interest, attempt the full Friday Quiz here: https://lnkd.in/dQA9kCm7

At the beginning of this monsoon, El Niño was the headline. Warmer Pacific waters. A weaker monsoon. Less rain. A difficult season ahead. It was a reasonable concern. Then July arrived. Low-pressure systems formed, rain returned, and a country that had been discussing deficits was suddenly discussing flooded roads and delayed flights.   El Niño did not disappear. It is still a real force, and it may still affect the rest of the season. But it is a useful reminder that one force is never the whole story. The monsoon does not answer to El Niño alone. The Indian Ocean has a say. Low-pressure systems have a say. Winds, temperatures, timing and geography all have a say. Nature has too many moving parts to obey a single forecast.   So does money.   We often take one macro signal and turn it into a personal conclusion. "Interest rates are high, so this is not the time to invest.” “Markets are expensive, so a fall is inevitable.” “Inflation is cooling, so things are fine again.” “The rupee is weakening, so everything will get worse.” Each observation may be valid. None is enough to build a life or investment strategy around in isolation. The economy is not one headline. It is incomes, jobs, consumption, policy, global events, corporate earnings, liquidity and millions of people making decisions at the same time. Trying to wait for every signal to become favourable is like waiting for a monsoon forecast that promises rain only after you have reached home, parked the car and finished your evening walk.   It is not coming. This does not mean forecasts are useless. They help us prepare. The mistake is when preparation becomes prediction. You do not need to know exactly when the next difficult period will arrive to keep an emergency reserve. You do not need to know where markets will be next quarter to invest with a horizon that is longer than the next quarter. You do not need a perfect macro environment to make sensible decisions with your money. A rainy day is not water security. For that, you need a reservoir. A favourable macro signal is not financial security either. For that, you need habits that can survive an unfavourable one. Enjoy the last monsoon spells till they last!

This Raksha Bandhan, protect the bonds that matter most. Because sometimes, even the most familiar voice can make you pause. Aawaz nakli ho sakti hai, rishta nahi. To know more, visit: https://shorturl.at/wQNT0 #RakshaBandhan #CyberSafety #DigitalFraud #InvestorAwareness

Key takeaways from our session on Domestic strength amid global uncertainty, by Mr. Gopal Agarwal, Senior Fund Manager - Equity, HDFC AMC ltd.

In this week’s Talking Point, we do a detailed review of Q1 FY27 corporate earnings. Watch now.