How SEBI Consultation Paper on Nomination Benefits Investors

Last week, a day following the Interim Budget 2024, the capital market regulator, the Securities and Exchange Board of India (SEBI) released a consultation paper proposing to revise and revamp nomination facilities shares, bonds, units of mutual funds (held in both, demat and non-demat form, i.e. Statement of Account), units of Real Estate Investment Trusts (REITs), Alternative Investment Funds (AIF),…

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February 7, 2024 | by

Here is Why Holding Too Many Similar Mutual Funds Can Drag Your Portfolio Returns

Diversification, as you may know, is the cornerstone of successful investing. A well-diversified portfolio of mutual funds allows investors to minimise the risk to their portfolio and earn optimal risk-adjusted returns. But what exactly is meant by a well-diversified portfolio? Many investors often question whether they are holding the right number of mutual funds in their portfolio…

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February 3, 2024 | by

Key Investment Risks to Watch Out for in 2024

The Interim Budget 2024 is a much-awaited event. Although a temporary budget — technically, a vote of account before the polls — most industries and individuals have high expectations. After all, it is Modi 2.0’s last budget before the upcoming Lok Sabha elections (to be held mostly in April and May 2024). Usually, on the…

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February 1, 2024 | by

SBI Magnum Midcap Fund: Focusing on Diversification to Manage Risks

Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed SBI Magnum Midcap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. SBI Magnum Midcap Fund is one of the popular schemes in the Mid Cap Mutual Fund category that has made a significant recovery over the last couple…

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February 1, 2024 | by

Top 5 Mutual Funds Paving the Way to Wealth with Indian Road & Highway Stocks

Infrastructure is a term that refers to the common physical systems of a country, business, or region. For example, communication networks, transportation systems, and utilities like gas, electricity, water, etc. come under Infrastructure. Note that these systems are crucial for a country’s growth, development, and prosperity. Another thing about these systems is that they tend…

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January 30, 2024 | by

Parag Parikh Tax Saver Fund: Winning through a Cautious Approach

Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Parag Parikh Tax Saver Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Parag Parikh Tax Saver Fund is a value-centric ELSS (Tax Saving Mutual Fund) that focuses on high-conviction quality stocks. The fund has swiftly garnered a commendable track…

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January 27, 2024 | by

The Indian Equity Market: A Symphony of Economic Melodies

The dynamic Indian equity market, a vibrant tapestry woven with diverse sectors and driven by a vibrant economy, is constantly humming with the tunes of various economic factors. Understanding these melodies is crucial for effectively navigating the ever-changing landscape of Indian stocks. Against the backdrop of geopolitical tensions and subdued global economic growth, the Indian…

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January 25, 2024 | by