Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Franklin India Flexi Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Franklin India Flexi Cap Fund is a Flexi Cap Fund that mainly invests in good-quality stocks with a long-term view to deliver solid returns with controlled risk. It is…
Value Mutual Fund is a sub-category of equity mutual funds that offers investors the opportunity to benefit from the growth potential of the undiscovered gems of the equity market. Value Mutual Funds look to identify stocks that are trading below their intrinsic/fair value but have strong fundamentals and hold them until their full value/potential is realised.…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed DSP Small Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. DSP Small Cap Fund is a Small Cap Fund that was once a category outperformer but has witnessed muted growth over the past few years compared to its prominent peers…
After a turbulent start, the Indian equity market created history in the calendar year 2023 by scaling multiple peaks. The Nifty 50 surpassed the key milestone of 20,000 while the S&P BSE Sensex surpassed 70,000 in December 2023, gaining 17.9% and 16.9%, respectively, on a YTD basis (as of December 22, 2023). However, it was…
Flexi Cap Mutual Funds offer investors an opportunity to create long-term wealth by following a dynamic investment approach. The flexible investment mandate allows the schemes to swiftly adapt to changing market trends. As a result, this category has emerged as a favoured investment option for many individuals. In this article, we will reveal PersonalFN’s list of 4 best Flexi…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC Top 100 Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC Top 100 Fund is a popular Large Cap fund that has successfully risen from a prolonged period of underperformance to reclaim its former glory, ultimately rewarding patient investors. With…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Quant Active Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Quant Active Fund is a nimble-footed scheme in the Multi Cap Fund category that has shown exemplary growth in the last few years. It follows an active investment strategy to seize attractive opportunities…
Tax saving is an integral part of one’s wealth creation journey. Equity-Linked Saving Scheme (ELSS) , also known as a Tax Saving Mutual Fund, is one of the most worthy avenues for tax saving. These mutual funds offer investors an opportunity to create wealth through equities and, at the same time, enables them to save tax. In this…
Every individual aims to protect their hard-earned money from taxes. Out of the various instruments available for tax-saving needs, Equity-linked Saving Schemes (ELSS) , also known as Tax Saving Mutual Funds, are a popular option for many individual investors opting for the old tax regime. [Read: Why ELSS Is Your Best Choice to Build Wealth and Save Tax] What are ELSS?…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed 360 ONE Focused Equity Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. 360 ONE Focused Equity Fund is a Focused Fund that has established itself as a category outperformer. Its remarkable performance has rewarded investors effectively by balancing the risk taken with substantial…
