No More Paperwork! Store Your Demat & MF Holdings Securely in DigiLocker

Imagine a world where you do not have to search through stacks of documents to get your investment statements or fear losing important financial papers. Convenient, isn’t it? Well, that’s no longer a fantasy! In a first-of-its-kind initiative, the Securities and Exchange Board of India (SEBI) has launched a revolutionary facility-investors can now keep their demat…

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March 24, 2025 | by

UTI vs Tata Multi Asset Opp Fund: Stable Choices in Volatile Markets

The Indian equities market has been characterized by steep fluctuations and increased uncertainty. Instead of following a definite upward or downward trend, the market has shown erratic behaviour. This volatility has made investors wonder if the market is near its bottom or if there is still room for further falls. In such a volatile climate, depending only…

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March 22, 2025 | by

Screener For Mutual Funds: What Is It and How It Helps in Fund Selection?

The Indian equity market has been experiencing heightened volatility as of late, creating a challenging environment for investors. Headwinds such as U.S. President Donald Trump’s tariff tantrums instigating trade wars, rising crude oil prices, inflationary fears, a weakening rupee against the greenback, the possibility of economic slowdown, the anticipation of the U.S. Federal Reserve refraining from reducing…

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March 21, 2025 | by

Tata Small Cap Fund: Targeting Growth at Reasonable Valuations

Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Tata Small Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Tata Small Cap Fund is a growth-oriented scheme in the Small Cap Fund category that has exhibited a noteworthy track record since its inception and has outpaced many of its prominent peers,…

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March 21, 2025 | by

Navigating Market Volatility: Why Time in the Market Is Better Than Timing the Market

The Indian equity market has been rather volatile in the last couple of months with the benchmark indices experiencing steep declines and the bears tightening their grip. Recently, the bellwether, BSE Sensex, and Nifty 50 indices suffered through a 10-day losing streak – the longest in 29 years. The mid-cap and small-cap segments have been particularly hammered by the…

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March 20, 2025 | by

Can SWP in Mutual Funds Protect Your Wealth in 2025’s Volatile Market?

The Indian stock market in 2025 is experiencing increased volatility, with investors unsure about their investment plans. As global economic stress, geopolitical tensions, and inflationary fears are making front-page news, the possibility of generating stable returns is becoming harder to ensure. For those living on investments to cover basic expenses, unpredictable price swings can cause…

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March 20, 2025 | by