ICICI Pru Bluechip Fund: Displaying Track Record of Noteworthy Long-term Returns

Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed ICICI Pru Bluechip Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. ICICI Pru Bluechip Fund is a prominent Large Cap Fund with a stellar track record of delivering noteworthy returns to its investors over the long term. The fund has…

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July 12, 2024 | by

Sensex at 80,000! How to Approach Equity Mutual Funds Now

The bellwether, BSE Sensex hit an all-time high of 80,392.64 points last week (on July 4, 2024). This is stupendous for the Indian equity market amid rising geopolitical tensions and various other key risks, such as tightening global financial conditions and capital outflows, among others. It is perceived that despite these risks, India’s strong macroeconomic…

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July 10, 2024 | by

SEBI Mandates Internal Fraud Detection Mechanism for Mutual Funds

In the realm of financial markets, mutual funds play a pivotal role in channelling investments from individuals and institutions into diverse portfolios. With the rapid expansion of the mutual fund industry, ensuring robust internal controls and fraud detection mechanisms has become paramount. Mutual funds pool money from investors to invest in stocks, bonds, and other…

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July 9, 2024 | by

SBI Long Term Equity Fund: Exhibiting Extraordinary Performance Turnaround

Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed SBI Long Term Equity Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. SBI Long Term Equity Fund is one of the oldest and most popular schemes in the Tax Saving Mutual Fund (ELSS) category that follows a multi-cap strategy to…

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July 5, 2024 | by

India’s Passive Fund Revolution: Decoding SEBI’s Consultation Paper on MF Lite Regulations

The financial landscape is evolving rapidly, driven by technological advancements, regulatory changes, and the growing sophistication of investors. One of the significant developments in recent times is the Securities and Exchange Board of India (SEBI) consideration of introducing Mutual Funds Lite Regulations (MF Lite) for passively managed mutual fund schemes. SEBI, the market regulator, wants…

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July 4, 2024 | by

What Is Risk-adjusted Return? Why is SEBI Considering Making its Disclosure Mandatory for Mutual Funds?

The Securities and Exchange Board of India (SEBI) has sought public views and comments on the proposal regarding mandatory disclosure of risk-adjusted returns by mutual funds. What is risk-adjusted return? Most investors choose mutual funds based on past returns, but while doing so they often ignore the underlying risks. You see, risk and returns are two…

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July 2, 2024 | by