How to Read a Mutual Fund Factsheet: Key Metrics You Need to Know

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…

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December 2, 2024 | by

360 One Focused Equity Fund: Generating Stable Long-term Returns

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…

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November 29, 2024 | by

3 Best Medium to Long Duration Debt Funds for 2025

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.…

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November 28, 2024 | by

Bribery Charges: Are Your Mutual Funds Holding Adani Stocks?

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…

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November 27, 2024 | by

Why a Mutual Fund Portfolio Review Is Essential in the Current Volatile Market

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…

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November 25, 2024 | by

Best Large & Mid Cap Fund: Motilal Oswal Large & Midcap Fund v/s Kotak Equity Opp Fund

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…

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November 23, 2024 | by

HDFC Flexi Cap Fund: Unlocking the Potential of Fundamentally Strong Stocks

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…

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November 22, 2024 | by

How to Invest in Mutual Funds Directly

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…

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November 22, 2024 | by