Capitalize on Specialty Chemical Boom with these Top 5 Mutual Funds

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…

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December 2, 2023 | by

Quant Midcap Fund: Growing through Active Portfolio Strategy

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…

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December 1, 2023 | by

3 Best Banking & PSU Debt Funds for 2024

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…

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November 30, 2023 | by

The Ultimate Investment Framework to Beat Market Volatility

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…

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November 29, 2023 | by

Understand the Risk-Return Dynamics of Mutual Funds: A Practical Guide to Alpha and Beta

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…

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November 28, 2023 | by

Unlock the Potential of Real Estate With These Top 5 Infrastructure Mutual Funds

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,…

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November 25, 2023 | by

Relying on Star Ratings to Pick Best Mutual Funds? Read This

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…

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November 25, 2023 | by

HDFC Flexi Cap Fund: Gaining from High Conviction Stocks

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…

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November 24, 2023 | by