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 Mid Cap Mutual Fund that has delivered benchmark-beating returns across various market phases and rewarded investors with noteworthy risk-adjusted returns. Growth of Rs 10,000…

Mid Cap Mutual Funds and Small Cap Mutual Funds, the category of mutual funds that invest minimum of 65% of their assets respectively in mid-cap and small-cap stocks, has grabbed investors’ attention. In the last three months, the Mid Cap Mutual Fund category generated average returns of 17.4% (as of June 30, 2023), while the Small Cap Mutual Fund…

Whenever the equity market reaches all-time highs, many investors tend to sell their equity mutual fund units to book profit and then wait on the sidelines for an attractive entry point. Does this strategy of buying low and selling high make sense for equity mutual fund investors? Read on to know… Defying all odds, the Indian equity market witnessed positive…

Welcome to  PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC Small Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC Small Cap Fund is one of the most popular schemes in the Small Cap Fund category that has bounced back with superior gains in recent years after witnessing a bout…

Systematic Investment Plans (SIPs) are among the most sought-after ways to invest in mutual funds today. This is because SIP offers many benefits like rupee cost averaging, compounding, lighter on the wallet, convenience (investors can opt for daily SIPs, weekly, monthly, quarterly, etc.) and inculcates the good habit of making regular investments to achieve the envisioned financial goals. Thus, SIPs…

Artificial Intelligence (AI) appears poised to be the driver of future technologies. The emergence of generative AI such as ChatGPT has shown the potential the technology holds — right from carrying out mental processes like judgment, problem-solving, perception, to human communication in various languages. AI is expected to change the way people shop, manage their schedules,…

IDBI Mutual Fund, in a letter to its unitholders, has informed them about the merger/transfer of schemes pursuant to the acquisition of the AMC by LIC Mutual Fund. The deal gives LIC Mutual Fund the right to manage and administer the schemes of IDBI Mutual Fund. As a part of the deal, LIC Mutual Fund Trustee Company…

Welcome to  PersonalFN’s weekly analysis on diversified equity mutual funds. In this issue, we have analysed HDFC Focused 30 Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC Focused 30 Fund is a process-driven Focused Fund that is renowned for its diligent risk management techniques. It has made a remarkable comeback after a prolonged period of…

A steady rally in the equity market over the last three months has driven Sensex and Nifty to record highs. The S&P BSE Sensex closed at 63,523 at the end of June 22, 2023, while the Nifty 50 closed at 18,857, surpassing the previous peak seen in November 2022. The lower market caps too hit fresh highs with the S&P…

The HDFC-HDFC Bank merger is set to conclude in the coming weeks. As you may be aware, in April 2022, housing finance major HDFC Ltd. had announced its merger into its subsidiary HDFC Bank, India’s largest private sector lender. For every 25 shares of HDFC Ltd., the shareholders will receive 42 shares of HDFC Bank. In…