India, a land of vibrant colours and burgeoning potential, is witnessing a new wave of consciousness. With the spotlight on climate change and governance growing brighter, the ESG (Environment, Social and Governance) theme has gained investor traction. ESG investing offers a powerful tool to address the environmental challenges due to the vast population and rapid economic…

In the two terms, the Modi-led-NDA government has done an impeccable job of rolling out and implementing certain structural reforms, such as… ✓ Skill India (aimed at improving the skill set of youth and making them employable) ✓ Startup India (to promote the culture of entrepreneurship and innovation) ✓ Make in India (to promote manufacturing…

Welcome to  PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed ICICI Pru Value Discovery Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. ICICI Pru Value Discovery Fund is a conviction-driven Value-style mutual fund that strictly adheres to its investment mandate of value investing. The fund seeks opportunities in undervalued stocks that are…

The fascination of investors for mid and smallcaps doesn’t seem to be waning in the Indian equity markets. The S&P BSE Mid Cap Index Total Return Index and the S&P BSE Small Cap Index Total Return Index, after posting an absolute return of +47.2% and +48.8%, respectively in the calendar year 2023, continue to ascend…

Multi Asset Allocation Funds offer investors an opportunity to get tactical asset allocation across multiple asset classes and thereby benefit from diversification. Allocation of assets across classes such as equity, debt, gold, and even holding optimal cash is an important strategy that helps investors balance risk-reward by adjusting the proportion of each asset in the investment…

Welcome to  PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed SBI Bluechip Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. SBI Bluechip Fund is a popular Large Cap Mutual Fund known for its multi-bagger bets. It saw a prolonged underperformance and was found struggling but has now bounced back and found a…

The loss of a loved one is never easy, and the intricacies of financial matters can add a layer of complexity during this already difficult time. Reporting the demise of an investor involves a bit of a hassle between notifying relevant parties, upholding legal obligations, and ensuring smooth asset transmission. To navigate this sensitive process…

Large & Mid Cap Mutual Funds offer investors an opportunity to create wealth by investing in an optimum mix of large-cap and mid-cap stocks, i.e., the leaders of today as well as the future leaders. Thus, investors benefit from the stability of large caps and the high growth potential of mid caps through a single fund.…

Welcome to PersonalFN’s weekly analysis  on diversified equity mutual funds! In this issue, we have analysed Franklin India Flexi Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Franklin India Flexi Cap Fund is a Flexi Cap Fund that mainly invests in good-quality stocks with a long-term view to deliver solid returns with controlled risk. It is…

Value Mutual Fund is a sub-category of equity mutual funds that offers investors the opportunity to benefit from the growth potential of the undiscovered gems of the equity market. Value Mutual Funds look to identify stocks that are trading below their intrinsic/fair value but have strong fundamentals and hold them until their full value/potential is realised.…