Gold has long been considered a safe-haven asset and a resilient investment option during economic uncertainties. The precious yellow metal was the best-performing asset in CY2024, even though risk assets performed well, the U.S. dollar was strong, and bond yields were high. With an impressive absolute return of 20.60%, gold delivered its strongest performance since CY2020.…
An old Spanish novel, Don Quixote by Miguel de Cervantes, carries a pearl of wisdom: “It is the part of a wise man to keep himself today for tomorrow, and not to venture all his eggs in one basket”. The hidden piece of advice in not putting all your eggs in one basket is averting the risk of…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Invesco India Contra Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Invesco India Contra Fund is a Contra Fund that aims to identify out-of-favour and beaten-down, but fundamentally sound stocks having long-term growth potential. The fund has proved its ability to generate healthy…
The Indian equity market is currently navigating through choppy waters, marked by heightened volatility. In recent months, bellwether indices like the NIFTY 50 and S&P BSE Sensex have witnessed significant volatility, but the most severe impact has been on the mid and small-cap segments. Market fluctuations have increased due to sell-off by foreign portfolio investors…
Worried and anxious about the current volatility in the Indian equity market, where the small and midcaps (SMIDS) in particular have been hammered, investors are now wondering what they should be doing with the existing mutual fund SIPs. Many investors, in panic, have already discontinued or stopped their SIPs. The Association of Mutual Funds in India (AMFI) data…
The Indian equity market has recently experienced significant volatility, leaving investors anxious about their investments. Benchmark indices like the Nifty 50 and S&P BSE Sensex have dropped by 10-11% from their record highs in September 2024. The mid-cap and small-cap segments have been hit the hardest, facing severe selling pressure. This decline is due to global…
When selecting mutual funds, many investors often focus primarily on past performance. But what they tend to forget is that while returns are important, they only tell half the story. Risk and returns are two sides of the same coin – for every level of return you seek, you also incur a certain level of risk.…
In recent months, the stock markets have witnessed a wave of volatility, culminating in a significant market downturn. With the global economic situation, rising interest rates, inflation concerns, and geopolitical tensions influencing investor sentiment, the market has faced steep declines. While large-cap stocks tend to offer a sense of stability in turbulent times, the mid and…
The Indian stock market recently witnessed a sharp correction, particularly in the Small and Mid-cap segment or SMIDs as they are popularly called. Investors who have been riding high on the robust gains in these segments are caught off guard as prices plummeted. This market crash is due to a mix of domestic and global factors at…
Since October 2024, the Indian equity market has been highly volatile. As of 2025, both the S&P BSE Sensex and Nifty 50 indices have declined by approximately 1%, marking a 10-11% drop from their record highs in September 2024. The decline has been especially pronounced in mid-cap and small-cap stocks, which had seen a significant rally…
