The Indian equity market (i.e. BSE Sensex) rebounded +5.8% in March 2025 after having plunged heavily in the previous months due to Trump 2.0’s protectionist policy measure. As the market witnessed short-covering and recovered, the Assets Under Management (AUM) of equity mutual funds also reported a +7.5% increase to Rs 29.45 lakh crore, mainly supported…
The repercussions of US President Donald Trump’s reciprocal tariffs announcement on April 2, 2025 – termed as ‘Liberation Day’ – were swift and dramatic, setting off a global trade war and sending global equity markets into a tailspin. A 10% tariff was imposed on all countries that, according to Trump, have imposed unfair duties on US goods…
In the months preceding the April 2025 policy review, clear signs of a rate cut were emerging. Both domestic and global economic data indicated a softer interest rate environment, leading investors, economists, and bond market participants to price in the cut early. The Monetary Policy Committee (MPC) held its 54th meeting and the first of the financial…
Equity market update Indian equity markets rebounded in March 2025. The Sensex registered a gain of 5.8%, but underperformed the BSE Midcap and BSE Smallcap index which gained 7.6% and 8.3%, respectively. India’s GDP growth improved to 6.2% in the December 2024 quarter which is expected to positively impact corporate earnings. Moreover, the likely further…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed JM Flexi Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. JM Flexi Cap Fund is a lesser-known Flexi Cap Fund that has turned out to be a category outperformer by delivering superior gains in recent years and rewarding its investors with robust…
The global equity markets have been thrust into turmoil since the Trump 2.0 administration announced a series of extensive reciprocal tariffs against major trading partners on April 02, 2025 – a day President Donald Trump termed “Liberation Day.” Effective April 05, 2025, a 10% tariff will be imposed on all countries that, according to US…
‘Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria’ – John Templeton, American-British fund manager. The above quote by Templeton serves as a cautionary reminder that markets are cyclical and that excessive optimism should be taken with a pinch of salt as it is often followed by a market…
In mutual fund investing, every minute and every rupee matters for returns. And cut-off times are crucial. It’s a small technicality that can have a big impact on the returns of your investment, especially during periods of stress and volatility in markets like the one we are currently in. This article explains what you should know…
US President Donald Trump announced a series of extensive tariffs against its trading partners on April 02, 2025, describing it as a “Liberation Day”. Effective April 05, 2025, the Trump administration has imposed a 10% tariff on all countries that according to him have imposed unfair duties on US goods. Further, the US will impose an individualised…
The Indian mutual fund industry has gone through a metamorphosis in 2025. With changing inflows, economic uncertainty, and performance parishioner poor to previous years across different sectors, the challenge for the investor is no longer about finding a good mutual fund, but which is the right one in an uncertain economic environment where the investor sentiment is…
