Welcome to  PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC Balanced Advantage Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC Balanced Advantage Fund is the oldest and most esteemed Balanced Advantage Fund that has substantially outperformed over longer periods, offering above-average returns. Its core strategy revolves around identifying high-conviction opportunities across…

Over the past few years, a robust broad-based rally in the equity market has resulted in impressive returns for many equity mutual fund schemes. Among diversified equity mutual funds (i.e. excluding sector & thematic funds), 44 schemes have generated returns at a CAGR of 20% or more in the last five years on a rolling returns basis,…

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 relatively small-sized scheme in the Small Cap Fund category that has exhibited a noteworthy track record since its inception and has outpaced many of its prominent…

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 Mutual Fund that has a past track record of performing consistently well across various market phases, but has disappointed investors…

The Nifty 50 index and the S&P BSE Sensex hit a lifetime high in early April. The Sensex surpassed the 75,000 mark, while the Nifty 50 traded near 22,750. However, the indices later consolidated as investors booked profit amid valuation concerns, nervousness surrounding the Lok Sabha elections, uncertainty about the timing of rate cuts by…

Mutual Fund houses in India are offering investors an opportunity to capitalise on India’s dream of becoming the next ‘factory of the world’. And with India steadily climbing the ranks as a global manufacturing powerhouse, mutual funds focusing on the manufacturing segment have performed well. The Indian mutual fund industry currently houses nine schemes focusing on the manufacturing…

“As in all successful ventures, the foundation of a good retirement is planning.” – Earl Nightingale, American speaker and author. If you plan your retirement well, you will never have to worry about questions such as ‘Will I be able to meet regular expenses after retiring’ and ‘Will my retirement fund last till my last breath?’ When you are nearing retirement,…

Welcome to  PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Canara Robeco Emerging Equities Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Canara Robeco Emerging Equities Fund is a popular scheme in the Large & Midcap Fund category that has delivered impressive growth across diverse market phases in the past, resulting in noteworthy…

Appraisal season is here, and your employer may have given you a salary hike and/or a performance bonus. While you may be looking to set aside a portion of the extra income earned on splurging a bit and treating yourself, you may also be looking at ways to let your hard-earned money grow manifold. Thus, a…

Welcome to  PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed ICICI Prudential Balanced Advantage Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. ICICI Prudential Balanced Advantage Fund is a Balanced Advantage Fund, that dynamically balances investments in both equity and debt to provide growth alongside stability. Its focus on long-term investments and…