The equity market has witnessed intense volatility off late due to factors such as elevated inflation levels, fears of global slowdown, shrinking profitability of India Inc., heavy selling by foreign investors, and the more recent Adani saga. Several key equity indices are down sharply from their peaks. This has impacted returns of equity mutual funds as well. The equity…
Small Cap Mutual Funds are high risk – high return equity mutual funds. Investment in Small Cap Mutual Funds is associated with higher risk levels compared to Mid Cap Funds and Large Cap Funds as they invest in lesser-known and under-researched companies. Over the short and medium, Small Cap Funds can witness intense volatility and higher downside,…
Aggressive Hybrid Funds are hybrid mutual funds that invest predominantly in equities and equity-related instruments along with meaningful exposure to debt securities (to reduce volatility). This approach provides you with the benefit of the upside potential of equity investment at a lower risk as compared to pure equity funds. In this article, we bring to…
Large Cap Mutual Funds invest in market leaders that have the ability to generate stable returns even amidst stock market chaos. So, as a mutual fund investor, Large Cap Mutual Funds are a must in your portfolio. During an economic slowdown, Large Cap Funds tend to offer stability and witness lower downside risk compared to Mid Cap Funds…
Just like you compare products before purchasing them, it is vital to compare mutual funds before you deploy your hard-earned money to meet your financial goals. Why should you compare mutual funds before investing in them? Selecting the right schemes for your portfolio is an important aspect of successful mutual fund investment. However, with hundreds of mutual fund schemes…
Its been a month since the Adani-Hindenburg saga unfolded. Ever since the Hindenburg report was published, all of the listed Adani group stocks have dipped majorly. The flagship company, Adani Enterprises saw its stock price decline by 61.3%, while other stocks too have been witnessing high volatility. As per media reports, these stocks have lost…
Aggressive Hybrid Funds are equity-oriented hybrid mutual funds that invest in a mix of equities and debt. As per SEBI norms, Aggressive Hybrid Funds are mandated to invest 65-80% of their assets in equities and 20-35% in debt instruments. So, if you want to benefit from the growth potential of equities, but do not have the…
Different individuals have different financial goals. You may be planning for retirement, buying your dream home, securing your children’s future, or going on an exotic vacation. But converting such dreams into reality is not an easy feat. This is where mutual funds come into the picture. Being professionally managed, equity mutual funds are indeed the best way for…
Debt mutual funds offer you the opportunity to realise your goals by generating stable returns without taking a very high risk. Thus, they act as a suitable avenue to diversify your mutual fund portfolio. In this article, find out PersonalFN’s list of the 5 best debt mutual funds to invest in 2023. What are Debt…
Large & Mid Cap Mutual Funds are equity-oriented mutual funds that offer you an opportunity to create wealth by investing in an optimum mix of large-cap and mid-cap stocks, i.e., the leaders of today as well as the future leaders. Thus, you benefit from the stability of large-caps and the high growth potential of mid-caps through a single…
