The Nifty Large Midcap 250 index gained 17.7% year-to-date, outpacing the Nifty 50, Nifty 100, as well as the broader Nifty 500 index. Subsequently, Large & Mid Cap Fund has been among the top performing equity mutual fund categories of 2024. The category average returns of 24.3% year-to-date (as of November 28, 2024), with several…
When it comes to investing in mutual funds, one of the most important documents that investors should understand is the mutual fund factsheet. A factsheet provides a snapshot of a mutual fund’s performance, strategy, and various important details that can help you make an informed decision about your investment. Understanding how to read a factsheet…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed 360 One Focused Equity Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. 360 ONE Focused Equity Fund is a reliable performer in the Focused Fund category that has outpaced its benchmark and surpassed many of its peers across various time frames, by employing…
In the last bi-monthly monetary policy meeting held on October 9, 2024 (before the CPI inflation data for October 2024 was released), the RBI maintained a status quo on the policy repo rate for the tenth time in a row. Five members out of the six-member Monetary Policy Committee (MPC), namely Shri Saugata Bhattacharya, Prof.…
One of India’s largest conglomerates, the Adani Group, is once again under scrutiny. Billionaire Gautam Adani, his nephew Sagar Adani, and a few others linked to Adani Green Energy have been accused by the US Securities and Exchange Commission (SEC) and the Department of Justice (DOJ) of orchestrating a US $265 million bribery scheme. According…
The Nifty 50 has recorded a single-digit growth of 7.4% so far in the current calendar year (as of November 19, 2024) after growing 18.7% in the CY 2023. The index had a great run for most part of the year until global and domestic headwinds gripped the markets from October 2024 onwards. During this…
The mutual fund industry has been a beacon of financial growth for millions of investors, providing a structured pathway to wealth creation. However, as markets become increasingly volatile due to global economic uncertainties, inflationary pressures, and geopolitical events, investors often find themselves questioning their strategies. This is where a Mutual Fund Portfolio Review (MFPR) becomes…
The Indian equity market in 2024 has experienced a blend of optimism driven by government initiatives and global economic pressures impacting valuations and performance. Both domestic and international factors have played a role in shaping the market’s trajectory. The large & mid-cap mutual fund segment is gaining prominence as a prudent choice for investors due…
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 Flexi Cap Fund, that prioritises unlocking the long-term potential of carefully selected, fundamentally strong stocks. With a proven track record of delivering impressive…
Mutual funds with their ability to provide diversification, professional management, and potentially higher returns than traditional saving options, attract a wide range of investors. However, mutual fund investors must stay informed about the factors that may influence the market volatility and impact the scheme’s performance to align their strategies effectively. Recently, the S&P BSE Sensex…
