Banking & PSU Debt Fund is a sub-category of debt mutual funds that offers investors the opportunity to earn stable returns from a portfolio of relatively stable, safer, and liquid debt securities. In this article, we have highlighted the best Banking & PSU Debt Funds that have consistently provided investors with superior risk-adjusted returns. But first, let’s get…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Nippon India Multi Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Nippon India Multi Cap Fund is a popular Multi Cap Fund that has recorded a strong improvement in its performance by holding an excessively diversified portfolio and staying put some of its…
Value Mutual Fund is a sub-category of equity mutual funds that offers investors the opportunity to benefit from the growth potential of undervalued stocks. Value Mutual Funds look to discover stocks that are trading below their intrinsic/fair value but have strong fundamentals and hold them until their full value/potential is realised. Investors can consider the Systematic Investment…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC Mid-Cap Opportunities Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC Mid-Cap Opportunities Fund is a Mid Cap Mutual Fund that has recorded a strong revival, thereby becoming the leading fund within the category and effectively reaffirming its position as a top-quartile…
Retirement is an inescapable truth of life which should not be overlooked. While some individuals may decide to voluntarily hang up their boots early in life, a majority may still be waiting to officially retire at the age of 60 or may be 65 years. Most individuals envision living the golden years of life in bliss…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Nippon India Large Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Nippon India Large Cap Fund is a Large Cap Mutual Fund that has outperformed the benchmark by a remarkable margin in the last few years, even as many of…
ELSS (also known as Tax Saving Mutual Fund) is a sub-category of equity mutual funds that offers investors the opportunity to create long-term wealth and also save tax. Being market-linked, the returns on ELSS (Tax Saving Mutual Funds) are not fixed and depend on how the underlying securities in the portfolio perform. Investors can consider the Systematic…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Kotak Emerging Equity Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Kotak Emerging Equity Fund is a well-managed scheme in the Mid Cap Mutual Fund segment that has performed consistently well across market phases in the past by focusing on high-conviction…
The party in the D-Street over the past few months has brought immense cheers to investors in equity mutual funds. As you may know, a steady rally in the equity market between April and July 2023 has driven Sensex and Nifty to record highs. The S&P BSE Sensex touched a peak of 67,572 on July 20, 2023, though…
Flexi Cap Mutual Fund is a sub-category of equity mutual funds that allows investors to diversify their portfolio across market caps. Diversification across the market cap, viz. large-caps, mid-caps, and small-caps can lower the impact of volatility on the portfolio and thereby generate better risk-adjusted returns. Investors can consider the Systematic Investment Plan (SIP) mode while investing in…
