Does Switching to Hybrid Mutual Funds Make Sense Amid Volatile Markets?

The Indian equity market has been on a rollercoaster ride since October 2024, accompanied by periodic corrections. So far in 2025, the bellwether BSE Sensex and Nifty 50 indices have lost around 1% and are down by 10-11% from their respective all-time highs achieved in September 2024. The key factor behind the market correction has been US President Donald…

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February 13, 2025 | by

Union Budget 2025-26: Will You Be Entitled to Section 87A Rebate If You Have Earned Capital Gains? Find Out Here

Recognising the role of the middle class in India’s growth, the Union Budget 2025-26 has stayed true to its promise. Finance Minister Ms Nirmala Sitharaman announced significant changes to the income tax slab for the FY2025-26 under the New Tax Regime, aimed at leaving more disposable income in the hands of individuals. One of the most talked-about aspects…

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February 10, 2025 | by

5 Small Cap Funds Down by Over 10% in the Recent Market Correction

The Indian equity market has witnessed intense volatility from October 2024 onwards along with some correction. Small-cap stocks too have taken a beating lately after witnessing a stellar rally in recent years. The BSE Smallcap index has plunged 7,196 points, 12.5%, as numerous stocks are down significantly from their 52-week highs. Concerns over expensive valuations,…

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February 8, 2025 | by

Best ELSS Mutual Funds: HDFC vs. Motilal Oswal for Tax Savings in 2025

As we navigate through the tax-saving season for FY 2024-25, tax planning has never been more crucial for taxpayers, especially given the significant reforms introduced in the latest Union Budget. The recent changes introduced in the Budget 2025 have significantly reshaped the tax landscape, and the new regime promises simpler tax calculations with lower tax…

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February 8, 2025 | by

Top 5 Mutual Funds with Strong Holdings in India’s Consumption Sector

India’s consumption sector is a cornerstone of its economic landscape, driven by a burgeoning middle class, rising disposable incomes, rapid urbanization, and a digital revolution reshaping consumer behaviour. In 2025, the sector’s significance has been further highlighted with targeted allocations in the recently announced Union Budget FY 2025-26, signalling robust growth potential and investor opportunities.…

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February 7, 2025 | by

Canara Robeco Bluechip Equity Fund: Showcasing Resilience in Bearish Phases

Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Canara Robeco Bluechip Equity Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Canara Robeco Bluechip Equity Fund is a prudently managed Large Cap Fund that has a past track record of performing consistently well across various market phases by focusing on quality stocks…

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February 7, 2025 | by