Does Switching to Hybrid Mutual Funds Make Sense Amid Volatile Markets?

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…

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February 13, 2025 | by

5 Small Cap Funds Down by Over 10% in the Recent Market Correction

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,…

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February 8, 2025 | by

Canara Robeco Bluechip Equity Fund: Showcasing Resilience in Bearish Phases

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…

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February 7, 2025 | by

S&P 500 Gains Over 10% in Six Months: Which are the Top Indian Mutual Funds Investing in US Stocks?

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…

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February 4, 2025 | by

ICICI Pru Equity & Debt Fund: Exhibiting Strong Performance Across Market Conditions

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…

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January 31, 2025 | by

Mutual Fund vs Hedge Fund: Which One Should You Choose for Investment?

Mutual Funds and Hedge Funds are investment vehicles that pool money from investors and invest the same in various securities depending on their specified investment strategy. They are professionally managed investment options that aim to generate meaningful returns for their investors. Yet, Mutual Funds and Hedge Funds share a lot of dissimilarities. In this article know…

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January 30, 2025 | by

How Gold is Expected to Perform Under Trump 2.0

Gold was the top performing asset class in 2024. Even though gold gave up some gains towards the end of the year, after reaching record highs in October 2024 due to strength of the US Dollar, the precious metal ended the year with a gain of an impressive 20.6%. The price per 10 grams of gold…

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January 27, 2025 | by

Kotak Emerging Equity Fund: Positioning Itself as a Consistent Long-term Performer

Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Kotak Emerging Equity Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Kotak Emerging Equity Fund is a high-conviction Mid Cap Fund that has consistently delivered strong performance across various market phases. With its focus on quality businesses, the fund holds the potential to…

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January 24, 2025 | by