Mid Cap Mutual Funds are equity-oriented mutual funds that invest in mid-sized companies that have a market cap of more than Rs 5,000 but less than Rs 20,000 crore. Mid Cap Mutual Funds have the potential to deliver superior returns because mid-sized companies are usually in their growth phase. Historical data suggests that Mid Cap…

It is a well-established fact that no particular market cap can turn out to be an outperformer every year. Hence, diversification across the market cap, viz. large-cap, mid-cap, and small-cap can help you to lower the impact of volatility on your portfolio and thereby earn better risk-adjusted returns. Investing in Flexi Cap Mutual Funds is a great…

Mid Cap Mutual Funds offer you the opportunity to create significant long-term wealth. Historical data suggests that Mid Cap Mutual Funds have the ability to outperform Large Cap Mutual Funds over the long term. If you carefully select Mid Cap Funds for your portfolio, you can reap high returns that will help you address long-term goals…

Large Cap Mutual Funds invest in market leaders that have the ability to generate stable returns even amidst stock market chaos. So, as a mutual fund investor, large cap mutual funds are a must in your portfolio. But finding the best large cap mutual funds to invest in 2023 could be a challenging exercise for most investors because…

Large Cap Funds invest in stocks of large-sized companies that are usually market leaders. Since Large Cap Funds invest in well-established businesses, they are less risky compared to Mid Cap Funds and Small Cap Funds. Over the long run, Large Cap Funds can offer steady growth of capital at moderate risk. Thus, if you want to…

Small Cap Mutual Funds are high risk – high return equity mutual funds. Investment in Small Cap mutual funds is associated with higher risk levels compared to mid-cap and large-cap funds as they invest in lesser-known and under-researched companies. Over the short and medium Small Cap Funds, they can witness intense volatility and higher downside, particularly during…

As the financial year 2022-23 draws to a close, it is better to have your tax saving plan in place if you have not already done so. Equity-Linked Saving Scheme (ELSS), also known as Tax Saving Mutual Fund, is one of the most worthy avenues for tax-saving and wealth creation. These funds have the flexibility…

Small Cap Funds have witnessed sharp inflows from investors in recent years as the small-cap segment showed significant growth between 2020 and 2021. However, with the sharp rally seen in the stock prices of small-sized companies, valuations are no longer cheap. It is important to note that Small Cap Funds can witness large drawdowns if the…

Hybrid mutual funds allow you to invest across equity and debt through a single fund. Among the various types of hybrid mutual funds available for investment, Aggressive hybrid funds could prove to be a worthy long-term bet for investors looking to benefit from the high growth potential of equities as well as the stability of…

Tax saving is an integral part of one’s wealth creation journey. Equity-Linked Saving Scheme (ELSS), also known as Tax Saving Mutual Fund, is one of the most worthy avenues for tax-saving. In this article we will be revealing PersonalFN’s list of 3 best ELSS (Tax Saving Mutual Funds) to invest in 2023. What is ELSS? SEBI defines…