The Indian investment landscape thrives on diversity, and micro-cap mutual funds stand out as a unique and potentially explosive segment. Microcap mutual funds are an intriguing segment of the Indian mutual fund industry, often overlooked by investors due to their perceived volatility and higher risk compared to large-cap or mid-cap funds. However, for those willing…
In the calendar year 2024, Mirae Asset Mutual Fund has come up with several NFOs and a majority of them have been from the passive investment category — either equity-oriented exchange-traded funds or Index Funds. Given the fascination for the passive style of investing of late, particularly index funds, and also because certain diversified equity funds haven’t…
Investing in dividend-paying stocks is one of the most sought-after ways to generate regular income while also benefitting from potential capital appreciation. As you may be aware, a dividend is the portion of a company’s profit paid to shareholders, and the amount paid by the company in dividends per year relative to its stock price…
Against the backdrop of escalating geopolitical tensions, particularly in the Middle East, volatility in the Indian equity market increased. RBI Governor, Mr Shaktikanta Das, in his speech on Global Financial Stability; Risks and Opportunities in the September 2024 bulletin, stated that the contagion risk from geopolitics can no longer be ignored, and geoeconomic fragmentation is weighing on the…
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 an actively managed Mid Cap Fund that has delivered outstanding performance over the past few years, consistently topping the returns chart in its category. Its success stems…
Investors seeking cost-effective, long-term growth increasingly gravitate toward index funds. Over the past decade, the substantial growth in India’s equity markets has driven interest in these index funds, which follow benchmark indices like the Nifty 50 and Sensex. Their growing appeal stems from their straightforward structure, transparency, and minimal fees. Index funds represent a simple…
Mutual funds are a popular investment choice for both novice and seasoned investors, offering diverse exposure to equities, debt, and other asset classes. While many focus on selecting the right mutual fund or choosing the best SIP (Systematic Investment Plan), an often-overlooked aspect is how and when to redeem or sell mutual funds. Investing in mutual…
Jio Financial Services, the non-banking finance arm of Mukesh Ambani-led Reliance Industries, is set to enter India’s flourishing mutual fund industry. On October 03, 2024, Jio Financial Services received SEBI’s in-principle approval to co-sponsor and set up mutual fund business with BlackRock as its 50:50 joint venture partner. The final approval for the same will be granted by SEBI…
The Indian Fast-Moving Consumer Goods (FMCG) sector is one of the largest and most dynamic industries in India, accounting for nearly 50% of the consumer goods market. It encompasses products such as food and beverages, personal care items, and household products. In FY2023, the FMCG market size was estimated at approximately USD 110 billion, and…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC Hybrid Equity Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC Hybrid Equity Fund is a cautiously managed Aggressive Hybrid Fund known for its process-driven risk mitigation techniques. It has a strong track record of making decent returns by emphasising on selecting…
