The optimism in the equity market that prevailed between April and September 2023 appears to have reached a tipping point. Since the latter half of October 2023, the Indian equity market has witnessed a substantial decline amid weak global cues. The Sensex is down about 6% from its all-time high, while the Nifty 50 is…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed SBI Long Term Equity Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. SBI Long Term Equity Fund is one of the oldest and most popular Tax Saving Mutual Funds (ELSS) that has shown turnaround performance in the last couple of years to stand…
Comparing mutual funds based on their past performance is one of the key aspects of shortlisting schemes for your investment portfolio. Most individuals generally consider point-to-point returns to analyse schemes within a particular category. However, rolling returns are a more useful way to determine the past performance of mutual funds. In the last 10 years, 23 diversified equity mutual…
The US benchmark 10-year treasury yield has surged to its highest level since 2007. This has driven some mutual fund houses in India to launch International debt mutual funds focusing on the US Treasury bond market. In February 2023, Bandhan Mutual Fund (erstwhile IDFC Mutual Fund) launched the industry’s first international debt fund. The scheme, Bandhan US Treasury Bond 0-1…
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 different time spans, resulting in substantial wealth creation for…
As one of the fastest-growing economies in the world and with the steady rise of the Indian equity market, India has attracted the attention of many individuals who have settled abroad for career opportunities. Mutual funds are one of the most sought-after options for investments by NRIs. However, the question arises here is whether NRIs can invest in…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed SBI Contra Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. SBI Contra Fund is the largest scheme in the Contra Fund category that has shown a remarkable turnaround in performance over the past few years, positioning itself among the top-performing equity…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Mirae Asset Emerging Bluechip Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Mirae Asset Emerging Bluechip Fund is the most popular Large & Midcap Fund that is known for its prudent investment strategy. The fund has built a commendable long-term performance record without…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed ICICI Pru Bluechip Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. ICICI Pru Bluechip Fund is the most popular Large Cap Fund that holds a superior track record of rewarding investors reasonably well in the long run by investing in fundamentally sound stocks…
The Micro Cap segment of the equities has caught the fancy of investors and mutual funds amid a strong rally in the broader market. In the last one year, the Nifty Microcap 250 – TRI index has gained 44.3%. This index comprises the top 250 companies beyond the Nifty 500 index, i.e. micro-cap companies ranking from 501st to 750th based on…
