Gold has long been considered a safe-haven asset and a resilient investment option during economic uncertainties. The precious yellow metal was the best-performing asset in CY2024, even though risk assets performed well, the U.S. dollar was strong, and bond yields were high. With an impressive absolute return of 20.60%, gold delivered its strongest performance since CY2020.…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Invesco India Contra Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Invesco India Contra Fund is a Contra Fund that aims to identify out-of-favour and beaten-down, but fundamentally sound stocks having long-term growth potential. The fund has proved its ability to generate healthy…
When selecting mutual funds, many investors often focus primarily on past performance. But what they tend to forget is that while returns are important, they only tell half the story. Risk and returns are two sides of the same coin – for every level of return you seek, you also incur a certain level of risk.…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Nippon India Small Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Nippon India Small Cap Fund is the most popular Small Cap Fund whose emphasis on high-conviction, quality stocks and holding on to them with a long-term view has helped…
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…
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,…
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…
Every investor grapples with a fundamental question: should they take on higher risk for the potential of greater rewards or opt for a more stable approach with potentially moderate returns? Two options that often come head-to-head in this regard are mutual funds and stocks. Directly investing in stocks, where you buy shares of a company, may…
Indian Mutual Funds investing in offshore markets offer investors a convenient route for benefitting from global opportunities. While there are several prominent global equity markets, domestic investors have shown keen interest in Indian Mutual Funds investing in US stocks. This is because the US equity market is home to numerous large and highly successful businesses, including…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed ICICI Pru Equity & Debt Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. ICICI Pru Equity & Debt Fund is an Aggressive Hybrid Fund that is well-regarded for its strong performance across various market conditions. Its focus on long-term strategies has enabled it…
