Small Cap Mutual Funds are high risk – high return equity mutual funds. These funds offer investors an opportunity to benefit from the high growth potential of lesser-known gems of the equity market. This category of equity mutual fund can potentially generate significant alpha and even outperform most other sub-categories of equity-oriented mutual funds over the…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Quant Mid Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Quant Mid Cap Fund is a small-sized Mid Cap Fund that has recorded extraordinary performance in recent years through active portfolio management. It stands among category toppers across long-term time frames and…
Exchange-traded Funds (ETFs) are steadily gaining traction in India. One of the major reasons for higher inflows in ETFs compared to other passive mutual funds such as Index Funds and Fund of Funds is investment from EPFO. As per the pattern notified by the government, the retirement body invests 85% of its assets in Debt and…
Mid Cap Mutual Funds offer investors the opportunity to create significant long-term wealth. However, not all Mid Cap Mutual Funds are worthy of investment. It is vital to consider only those mutual funds for investment that focus on picking quality stocks in the mid-cap segment. In this article, we bring to you PersonalFN’s list of the 5 Best Mid…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC Flexi Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC Flexi Cap Fund is a popular Flexi Cap Fund that has made a robust comeback after a witnessing a rough patch. It has delivered impressive returns over the past…
Large Cap Mutual Funds invest in market leaders that have the ability to generate stable returns even amidst stock market chaos. Thus, this sub-category of equity mutual fund can ideally for part of the ‘Core’ portfolio of every investor. We at PersonalFN have shortlisted the 4 best Large Cap Mutual Funds for 2024. But before we reveal our list of 4 best…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Kotak Equity Opportunities Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Kotak Equity Opportunities Fund is a Large & Mid Cap Fund that has managed to consistently outpace the benchmark over longer time frames, all the while maintaining a low risk level. The…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Parag Parikh Flexi Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Parag Parikh Flexi Cap Fund is a well-managed Flexi-cap fund having a history of creating solid wealth for its investors at a reasonable risk. With a hint of a…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC Large & Mid Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC Large & Mid Cap Fund is one of the oldest equity schemes in India that has shown a turnaround growth in the last couple of years by…
The Indian equity market has registered a stupendous rally in the last 3 years driven by the optimism surrounding resilient domestic economic growth. Though there were bouts of sharp volatility and some consolidation during this period, the equity market continued its upward trajectory without any prolonged blip. As a result, equity mutual funds, especially Mid Cap…
