Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Quant Flexi Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Quant Flexi Cap Fund is an actively managed scheme in the Flexi Cap Fund category that follows an agile investment strategy to pick high growth potential stocks and invests in a portfolio mix of…
Large Cap Mutual Fund is a sub-category of equity mutual funds that is known for its ability to generate stable returns across market phases. Like any other category of equity mutual funds, Large Cap Mutual Funds too are susceptible to market fluctuations. However, the risk is relatively lower compared to Mid Cap Mutual Funds and Small Cap…
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 select only those mutual funds that focus on picking quality stocks in the mid-cap segment. In this article, we bring to you PersonalFN’s list of 5 Best Mid Cap Mutual…
Welcome PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Canara Robeco Flexi Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Canara Robeco Flexi Cap Fund is a growth-oriented Flexi Cap Mutual Fund that has done reasonably well during the bull as well as the bear market phases and has rewarded investors with…
Small Cap Mutual Fund is a sub-category of equity mutual funds that is known for its very high return potential. However, they also tend to be riskier compared to most other categories due to the higher volatility, low liquidity, and higher downside risk associated with small-cap stocks. Accordingly, the Systematic Investment Plan (SIP) mode is preferable when it…
Welcome PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Quant Tax Plan, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Quant Tax Plan is an actively managed Tax Saving Mutual Fund (ELSS) that has gained traction by registering stellar performance in the last few years to reward investors with extraordinary risk-adjusted returns. What is…
Infrastructure is one of the key pillars of growth for any economy. Given India’s steadily rising population, there is a need for robust infrastructure development to meet the demands of the economy. Over the past few years, the government has laid special emphasis on the growth of infrastructure by announcing higher capex outlays for the sector’s…
Mid Cap Mutual Fund is a sub-category of equity mutual funds that is known for its high returns potential. However, they also tend to be riskier due to the higher volatility and downside risk associated with smaller stocks. Accordingly, the Systematic Investment Plan (SIP) is preferable when it comes to investments in Mid Cap Mutual Funds as it…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Quant Small Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Quant Small Cap Fund is an actively managed Small Cap Fund that has recorded extraordinary performance in the last few years and has found a place among the top performers…
The Flexi Cap Mutual Fund category generated average returns at a CAGR of about 14% in the last 5 years. This category of equity mutual fund comprises 37 schemes having a combined asset under management (AUM) of Rs 2.72 lakh crore. There are currently 21 schemes in the Flexi Cap Mutual Fund category that have been in existence for…
