Systematic Investment Plans (SIPs) in mutual funds have witnessed a remarkable surge in popularity in India over the past few years. SIP inflows have consistently breached new highs in recent years; the amount collected through SIPs touched Rs 23,332 crore in July 2024 compared to Rs 15,245 crore in July 2023, indicating strong investor confidence. The…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed JM Flexi Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. JM Flexi Cap Fund is a less popular Flexi Cap Fund that has turned out to be a category outperformer by delivering robust gains in recent years and rewarding its investors with…
Positive sentiment continues to grip the Indian equity market despite global uncertainties. As a result, the BSE Mid-cap index has registered a strong rally and delivered gains of 31.2% so far in the current calendar year, outpacing the gains of 12.2% in BSE Sensex. Notably, this comes after the index gained 45.5% in 2023. Mid-cap…
The Securities and Exchange Board of India (SEBI) will soon release the results of an industry-level stress test conducted for Small Cap Funds. Earlier, the stress test was conducted at the scheme level by each mutual fund house. This development was revealed by SEBI whole-time member, Mr Ananth Narayan, in a recent conference organised by Cafe Mutual. What…
When it comes to the right investment options, investors often find themselves at the crossroads of choosing between Mutual Funds and ULIPs. While mutual funds have emerged as a prominent choice for investors over the past decade, ULIPs too continue to be one of the popular investment options. Though Mutual Funds and ULIPs share some similarities,…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC Top 100 Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC Top 100 Fund is a Large Cap fund known for its strong performance during bull markets. It has successfully recovered from a long period of underperformance and returned to its previous…
The BSE Small-cap index has delivered gains of 27.9% so far in the current calendar year, outpacing the gains of 11.3% in BSE Sensex. The small-cap index had gained 47.5% in 2023. Barring the brief blip in March 2024 when SEBI raised concerns about the valuations in the segment and asked mutual fund houses to…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Quant Multi Asset Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Quant Multi Asset Fund is a well-performing Multi Asset Allocation Fund that follows a nimble investment approach to allocate assets based on market conditions and has exhibited commendable performance in recent years.…
The Indian equity market has witnessed a phenomenal surge in the past decade. Key indices such as the Nifty 50, BSE Sensex, and Nifty 500, etc. delivered multibagger returns, outperforming many global peers. The rise in the stock market has resulted in high returns for investors in equity mutual funds. Barring a few schemes, all…
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 a momentum-driven scheme in the Small Cap Fund category that has recorded extraordinary performance over the last few years and has registered category-topping returns across time frames.…
