The Indian equity market, i.e. the bellwether BSE Sensex, since the September 2024 peak (of 85,836.12 points on closing) has corrected -11.9% as of January 15, 2025). And in the case of the BSE Mid-Cap Index and BSE Small-cap Index, the correction has been more significant. A variety of factors have been at play behind…
The Indian economy 2025 continues to showcase resilience, supported by robust domestic demand, expanding infrastructure projects, and a surge in manufacturing activities under the government’s Make in India and Atmanirbhar Bharat initiatives. ‘ Despite global headwinds, such as tighter monetary policies by major central banks and ongoing geopolitical tensions, India has emerged as a beacon…
Financial markets are often likened to a roller coaster due to their inevitable ups and downs, and the recent events have made this comparison feel more real than ever. On Monday, January 13, 2025, investors in India were left reeling as stock markets took a nosedive, with the BSE Sensex plummeting 1,048.90 points or 1.36%…
The Indian equity market in 2024 has been a mixed bag, showcasing bouts of volatility interspersed with strong rallies, particularly in the mid-cap and small-cap segments. Geopolitical uncertainties, fluctuating crude oil prices, and global monetary policy shifts have kept market participants on edge. Despite these challenges, the Indian market has managed to attract significant domestic…
Microcap mutual funds have garnered attention in recent years as investors seek to capitalize on the potential of smaller companies that have significant room for growth. These funds, which focus on companies with the smallest market capitalizations, are known for their potential to deliver substantial returns. However, they also come with higher risks, making them…
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 that has shown a mixed trend in terms of outperformance and underperformance over different market phases in the past. Focusing on quality stocks,…
The Association of Mutual Funds in India (AMFI) has presented a comprehensive 15-point proposal ahead of Budget 2025-26, aiming to address key challenges faced by the mutual fund industry. Among the proposals, the call to restore the long-term indexation benefit for debt mutual funds stands out as a pivotal recommendation. This step could significantly enhance the attractiveness…
Small Cap Funds have witnessed a spectacular run in the last five years. The significant upturn in the small-cap segment recent years has astonished even seasoned investors. Notably, the category generated 32.3% CAGR on an average in the last 5 years, much higher than the 17.2% CAGR fetched by Large Cap Funds. Even though the Indian equity…
In 2024, the Indian equity market experienced significant turbulence, primarily influenced by escalating geopolitical tensions, inflationary concerns, and uncertainties in the global economy. As we step into 2025, many of these headwinds are likely to persist. In a volatile environment, it is natural for investors to feel uncertain about the future of their mutual fund investments…
The year 2024 proved to be a turbulent one for the Indian equity market. Factors such as geopolitical tensions, geoeconomic fragmentation, inflation, and slowed GDP growth created a volatile investment environment. Despite this, sectoral and thematic funds continued to capture investor interest, with around 40 New Fund Offers (NFOs) being launched in this category of…
