The record-breaking rally in small-cap segment over the last one year has prompted market regulator SEBI to stock of the situation. According to SEBI Chief Madhabi Puri Buch’s assessment, there is a froth in small and mid-cap stocks owing to ‘off the charts’ valuation in these market segments that are not supported by fundamentals. She added that the irrational…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Kotak India EQ Contra Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Kotak India EQ Contra Fund is a prudently managed Contra-style fund that has performed well across market phases compared to the benchmark and has rewarded its…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Kotak Emerging Equity Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Kotak Emerging Equity Fund is a well-managed scheme in the Mid Cap Mutual Fund segment that has performed consistently well across market phases in the past. Focusing on high-conviction…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed ICICI Pru Focused Equity Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. ICICI Pru Focused Equity Fund is a relatively small-sized Focused Fund that has demonstrated an impressive improvement in performance in recent years without exposing the portfolio to high…
When you invest in mutual funds, you have the option to choose between Direct plan or Regular plan. Regular and Direct plans of mutual funds are similar in every aspect, such as investment strategy, objective, portfolio, and fund manager. The only differentiating factor is the expense ratio. To run a mutual fund house and schemes,…
Passively managed mutual funds, such as Index Funds, have gained a firm footing among investors over the last few years. In the last two years, the number of equity-oriented Index Funds available in the Indian mutual fund industry has risen from 54 to 109 as of January 31, 2024, while the AUM has nearly tripled to…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC ELSS Tax Saver Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC ELSS Tax Saver Fund is a high-conviction-driven ELSS that has staged a remarkable comeback in the past few years after witnessing a prolonged period of subdued growth.…
Individuals looking to invest their hard-earned money for long-term capital appreciation have the option to choose between Portfolio Management Services (PMS) and Mutual Funds. PMS and mutual funds are broadly similar as both invest investor’s corpus in various securities such as equity and debt. Both have a designated fund manager to oversee the investments and to ensure that…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Mirae Asset Large Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Mirae Asset Large Cap Fund is a popular Large Cap Mutual Fund that once held a superior track record of performance across market phases but has been struggling…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Tata Equity P/E Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Tata Equity P/E Fund is a Value Fund with a multi-cap bias that has consistently ranked among above-average performers and has rewarded investors with superior risk-adjusted returns over…
