Mutual Funds Sahi Hai, But Only If You Invest Wisely

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…

Read More

April 3, 2025 | by

HDFC Large Cap Fund: Benefitting from Fundamentally Strong Large-cap Stocks

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…

Read More

March 28, 2025 | by

Tata Small Cap Fund: Targeting Growth at Reasonable Valuations

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,…

Read More

March 21, 2025 | by

Equity, Debt, and Gold Monthly Market Review and Outlook: March 2025

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…

Read More

March 13, 2025 | by

Mutual Funds Down as FIIs Dump Indian Equities. What Should Investors Do?

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…

Read More

March 11, 2025 | by

SBI Long Term Equity Fund: Tapping Opportunities through Value-conscious Approach

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…

Read More

March 7, 2025 | by