The Mutual Funds Sahi Hai (Mutual Funds are a right choice) campaign, an initiative from AMFI to provide information on mutual funds investment & mutual funds basics has encouraged many investors to begin their investment journey, enabling them to mobilise their savings into wealth-creating assets. Mutual funds are now a primary choice for many first-time and experienced…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC Large Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC Large Cap Fund is a popular Large Cap Fund known for its strong performance during bull markets. By focusing on fundamentally strong high-conviction large-cap stocks, the fund has proven its ability…
Mutual Funds broadly offer investors two options when investing in a scheme viz. Growth option and IDCW option. For novice investors it can be confusing to decide between the two options. In this article, find out what is IDCW in mutual funds and whether it makes sense to opt for it. The IDCW option in mutual funds…
SEBI introduced the ‘skin-in-the-game’ rule which came into effect on October 01, 2021. The rule aims to align the interest of the ‘key personnel’ of asset management companies (AMCs) with that of the unitholders by making it mandatory for such employees to invest a certain portion of their compensation into units of schemes in which they…
The Indian equity market started the financial year (FY) 2025 on a strong note. Equity markets witnessed a broad-based rally till September 2024 with stocks across the market cap range touching record high levels. The re-election of the NDA government at the centre assured stability in terms of reform measures. Moreover, a favourable monsoon boded well for…
In my recently published monthly review and outlook for gold, I had highlighted that the rally in gold is expected to continue in the near term supported by a weaker US Dollar during the month, rising inflation expectations in the US, along with lower rates and geoeconomic uncertainty. And indeed, gold prices continue to be on…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Tata Small Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Tata Small Cap Fund is a growth-oriented scheme in the Small Cap Fund category that has exhibited a noteworthy track record since its inception and has outpaced many of its prominent peers,…
Equity market update The Indian equity market continued to be highly volatile for the fifth consecutive month, with mid and small-cap stocks witnessing severe corrections. Finance Minister Ms Nirmala Sitharaman announced the Union Budget for 2025-26. However, the proposals failed to enthuse the stock market amid weak global cues. In February 2025, the Sensex registered…
The Indian equity market has seen a historic exodus from Foreign Institutional Investors (FIIs) in financial year 2024-25. As of February 28, 2025, FIIs have net sold equities worth Rs 1,23,608 crore. This is in sharp contrast to FY 2023-24 when FIIs purchased record-high equities worth 1,74,502 crore. The unprecedented selloff since late September 2024 has significantly impacted market…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed SBI Long Term Equity Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. SBI Long Term Equity Fund is among the oldest and most well-known schemes in the ELSS (Tax Saving Mutual Fund) category, that has effectively tapped into the recent broad-based market…
