Debt is one of the main asset classes that investors can consider to diversify their investment portfolio in addition to equities. One of the most efficient ways to Investment in debt instruments is via well-managed Debt-oriented Mutual Funds as they are less volatile than equities and facilitate steady growth of capital. What are Debt Mutual Funds? Debt…
As a mutual fund investor, one often comes across the term NAV (Net Asset Value) . However, not everyone is well-versed with the concept of NAV and the role that it plays in mutual fund investments. In this article, find out in detail what is NAV in mutual funds and why it is important for…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Mirae Asset Tax Saver Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Mirae Asset Tax Saver Fund is a well-managed Tax Saving Mutual Fund (ELSS) that has generated exceptional returns across market phases and figures among the top quartile performers in the…
When investors redeem their mutual fund units, the money is not instantly transferred to investor’s bank account. The process can take 3-4 working days, in case of equity mutual funds, to be successfully completed. However, with recent changes by SEBI, the redemption cycle has shortened and is expected to become even shorter in the future. Read on…
After a volatile start to the year, a sharp rally in the Indian equity market in the last three months has taken key indices such as the S&P BSE Sensex and the Nifty 50 index to their all-time high levels. The S&P BSE Sensex is now trading above the 66,000 mark, while the Nifty 50…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Kotak Small Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Kotak Small Cap Fund is a Small Cap Fund that has registered exceptional growth in the last few years and currently stands among the top quartile performers over long-term time frames.…
The Systematic Investment Plan (SIP) is the preferred mode of investment for many equity mutual fund investors. Investing via SIP has enabled many investors to earn significant returns in the long run. In the last 10 years, around 12 mutual fund schemes generated SIP returns of 20%, thus turning out to be top-performing schemes. The top-performing SIP generated XIRR…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed SBI Bluechip Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. SBI Bluechip Fund is a popular Large Cap Mutual Fund known for its multi-bagger bets. It has currently found a spot among top quartile performers in the category after witnessing a prolonged…
The latest data from the Association of Mutual Funds in India (AMFI) reveals that the Large Cap Mutual Fund category experienced the second consecutive month of net outflows. The outflows in the Large Cap Mutual Fund category stood at Rs 2,050 crore in June 2023 and Rs 1,362 crore in May 2023. The cumulative outflows in the Large Cap Mutual…
The Mid Cap Mutual Fund category turned out to be among the top performers in the diversified equity mutual fund space in the last 5 years. In the last 5 years, the Mid Cap Mutual Fund category generated average returns at a compounded annualised growth rate (CAGR) of 16.9%, while the Large Cap Mutual Fund category delivered returns at a CAGR…
