June 4th Glitch: Don’t Miss the Next Dip! Know Your Mutual Fund Cut-Off Times

Editor’s note: This article has been updated to ensure it reflects the latest SEBI cut-off timings, implemented on February 01, 2021. We’ve also incorporated insights from the recent June 4th glitch to provide even clearer guidance on navigating mutual fund transaction cut-off times effectively. The Indian stock market experienced a rollercoaster ride on June 4th, 2024.…

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June 12, 2024 | by

Modi 3.0 May Tweak Capital Gains Tax on Debt Mutual Funds

On June 9, 2024, in a stunning splendour at the Rashtrapati Bhavan and the presence of several dignitaries, Shri Narendra Modi was sworn in as Prime Minister of India for the third consecutive term (after the first PM of India and Congress Stalwart, Shri Jawaharlal Nehru). Besides, a 72-member Council of Ministers took oath —…

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June 11, 2024 | by

Top 7 Equity Mutual Funds That Delivered Over 20% CAGR in Modi 2.0

The Indian equity market has experienced significant growth in recent years, offering investors the potential for substantial returns. Equity mutual funds have been a popular choice amongst investors for capitalising on this growth. While past performance does not guarantee future results, identifying funds consistently delivering high returns can be a valuable starting point for your investment…

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June 10, 2024 | by

Kotak India EQ Contra Fund: Utilising a Mix of Fundamental Outlook and Quantitative Models

Welcome to  PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Kotak India EQ Contra Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Kotak India EQ Contra Fund is a prudently managed Contra-style fund that has demonstrated commendable performance across market phases in comparison to the benchmark and delivered favourable risk-adjusted returns to its…

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June 7, 2024 | by