The chemical industry is a vast and multifaceted sector that plays a pivotal role in modern society. It encompasses the development, production, and distribution of a broad variety of chemicals, ranging from sophisticated pharmaceuticals and cutting-edge materials to everyday goods like plastics and fertilisers. The industry’s products touch nearly every aspect of our lives, including…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Quant Mid Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Quant Mid Cap Fund is a small-sized Mid Cap Fund that has recorded extraordinary performance in recent years through active portfolio management. It stands among category toppers across long-term time frames and…
Exchange-traded Funds (ETFs) are steadily gaining traction in India. One of the major reasons for higher inflows in ETFs compared to other passive mutual funds such as Index Funds and Fund of Funds is investment from EPFO. As per the pattern notified by the government, the retirement body invests 85% of its assets in Debt and…
If you are looking at alternatives to invest in a bank Fixed Deposit or want to invest over and above, then debt mutual funds are a worthwhile choice. However, among the sixteen sub-categories of debt mutual fund schemes, making the right decision is important. This is because every sub-category of a debt mutual scheme finds a distinct…
The Indian equity market has navigated its journey in 2023, encountering periods of both volatility and resilience amidst a backdrop of global economic uncertainties. The year commenced with a surge of optimism, fueled by expectations of strong domestic economic growth and a favourable earnings outlook for Indian companies. However, these positive sentiments were soon challenged…
Mid Cap Mutual Funds offer investors the opportunity to create significant long-term wealth. However, not all Mid Cap Mutual Funds are worthy of investment. It is vital to consider only those mutual funds for investment that focus on picking quality stocks in the mid-cap segment. In this article, we bring to you PersonalFN’s list of the 5 Best Mid…
In the realm of financial investments, mutual funds have emerged as a popular choice for individuals seeking to navigate the complexities of the financial markets. These professionally managed investment avenues provide diversification, convenience, and access to a wide range of asset classes. A significant number of new investors are entering the mutual funds arena through…
In 2023, India is ranked 5th in the world’s GDP rankings, poised for strong growth in the coming years. India’s economy boasts diversity and swift growth, fuelled by key sectors such as information technology, services, agriculture, real estate, and manufacturing. The country’s growing population, rising disposable incomes, a youthful and technologically adept labour force, expanding middle class,…
The investor-wise composition of Indian mutual fund assets shows that individual investors (retail + HNIs) now hold a higher share (58.9% in October 2023) than institutional investors. And a majority of individual assets (89%) are held in equity-oriented mutual fund schemes. While these are very encouraging data points showing that investors are taking high risks…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC Flexi Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC Flexi Cap Fund is a popular Flexi Cap Fund that has made a robust comeback after a witnessing a rough patch. It has delivered impressive returns over the past…
