HDFC Mid-Cap Opportunities Fund: Reaffirming its Position as a Category Outperformer

Welcome to  PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC Mid-Cap Opportunities Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC Mid-Cap Opportunities Fund is a popular Mid Cap Mutual Fund that has recorded a strong revival in the last couple of years, thereby outpacing many of its peers and effectively reaffirming…

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April 19, 2024 | by

How to De-risk Your Mutual Fund Portfolio Amid Iran-Israel Conflict

The geopolitical tensions in the Middle East are exacerbating. Within a fortnight after Israel’s suspected strike on Iran’s embassy in Damascus (Syria’s capital) — in which seven of Iran’s military advisers and three senior commanders were killed — Iran has avenged this attack with more than 300 projectiles (including 170 drones and around 120 ballistic…

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April 17, 2024 | by

Debt Mutual Funds Returns: Here is Why Your Fixed Income Portfolio Is Likely to Perform Better

The RBI left the repo rate unchanged at 6.5% for the seventh policy meeting in a row in April. It has maintained its stance on ‘withdrawal of accommodation’ to rein in inflation. The rationale behind this move was that, as per RBI’s assessment, the domestic economy is experiencing strong momentum. As per the second advance estimates of the government,…

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April 15, 2024 | by

Hinduja Group’s Strategic Move: Acquiring 60% Stake in Invesco Asset Management (India)

The Hinduja Group, a prominent Indian conglomerate, announced its foray into the asset management industry by acquiring a 60% stake in Invesco Asset Management (India) (IAMI), the domestic arm of global investment giant Invesco Ltd. Recently, on April 09, 2024, Hinduja Group’s IndusInd International Holdings Limited (IIHL), a Mauritius-based investment holding company with several investments…

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April 13, 2024 | by

ICICI Pru Multi Asset Fund: Offering Diversification Across Multiple Asset Classes

Welcome to  PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed ICICI Pru Multi Asset Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. ICICI Pru Multi Asset Fund is a contrarian style Multi Asset Allocation Fund that has done exceptionally well in the current bull phase. It is the oldest and the most popular…

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April 12, 2024 | by