The Indian small-cap universe has been on a roller-coaster ride since 2024. Following an incredible bull phase in the first half of the year, in which small-cap stocks gained substantial returns and witnessed enormous inflows, the script got turned around quite abruptly. A sharp correction in the second half of the year has left everyone wondering if…
Against the backdrop of market fluctuation, diversification of mutual fund portfolios and seeking opportunities in high-growth sectors beyond local equities through investment in foreign markets has been gaining popularity among Indian investors. Access to world markets gives the investor the opportunity to take advantage of world economic conditions, technical inventions and industrial advancements that perhaps won’t…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC Large Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC Large Cap Fund is a popular Large Cap Fund known for its strong performance during bull markets. By focusing on fundamentally strong high-conviction large-cap stocks, the fund has proven its ability…
Mutual Funds broadly offer investors two options when investing in a scheme viz. Growth option and IDCW option. For novice investors it can be confusing to decide between the two options. In this article, find out what is IDCW in mutual funds and whether it makes sense to opt for it. The IDCW option in mutual funds…
SEBI introduced the ‘skin-in-the-game’ rule which came into effect on October 01, 2021. The rule aims to align the interest of the ‘key personnel’ of asset management companies (AMCs) with that of the unitholders by making it mandatory for such employees to invest a certain portion of their compensation into units of schemes in which they…
India’s enduring love for gold is not only because of its immense cultural significance but also due to its repeatedly proven mettle as a safe-haven asset during economic uncertainties. Very recently, gold prices hit a record high of Rs 91,250 per 10 grams in the national capital. As of March 21, 2025, the MCX spot price per…
The Indian equity market started the financial year (FY) 2025 on a strong note. Equity markets witnessed a broad-based rally till September 2024 with stocks across the market cap range touching record high levels. The re-election of the NDA government at the centre assured stability in terms of reform measures. Moreover, a favourable monsoon boded well for…
Imagine a world where you do not have to search through stacks of documents to get your investment statements or fear losing important financial papers. Convenient, isn’t it? Well, that’s no longer a fantasy! In a first-of-its-kind initiative, the Securities and Exchange Board of India (SEBI) has launched a revolutionary facility-investors can now keep their demat…
In my recently published monthly review and outlook for gold, I had highlighted that the rally in gold is expected to continue in the near term supported by a weaker US Dollar during the month, rising inflation expectations in the US, along with lower rates and geoeconomic uncertainty. And indeed, gold prices continue to be on…
The Indian equities market has been characterized by steep fluctuations and increased uncertainty. Instead of following a definite upward or downward trend, the market has shown erratic behaviour. This volatility has made investors wonder if the market is near its bottom or if there is still room for further falls. In such a volatile climate, depending only…
