Value Mutual Funds are equity mutual funds that offer investors the opportunity to benefit from the growth potential of the undiscovered gems of the equity market. Value Mutual Funds look to identify fundamentally sound stocks that are trading below their intrinsic/fair value and hold them until their full value/potential is realised. In the year 2024, Value…
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 that has shown a mixed trend in terms of outperformance and underperformance over different market phases in the past. Focusing on quality stocks,…
Small Cap Funds have witnessed a spectacular run in the last five years. The significant upturn in the small-cap segment recent years has astonished even seasoned investors. Notably, the category generated 32.3% CAGR on an average in the last 5 years, much higher than the 17.2% CAGR fetched by Large Cap Funds. Even though the Indian equity…
Mid Cap Fund was one of the top performing categories of 2024. In the last one year, Mid Cap Funds offered average returns of 32.7% with 21 out of 29 schemes outpacing the benchmark, as of January 02, 2024. Around 4 schemes generated returns of over 40% during the year. Notably, the benchmark, Nifty Midcap 150 –…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC ELSS Tax Saver Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC ELSS Tax Saver Fund is a Tax Saving Mutual Fund that focuses on high-conviction investments, blending growth and value strategies to identify strong stocks at attractive valuations. The fund has…
As we welcome 2025, it is time to reflect how key assets classes viz. equity, debt, and gold, performed in 2024 and the investment opportunities they present in the current year. It is interesting to note that all three aforementioned asset classes registered positive growth. The Indian economy displayed strength and resilience, driven by a revival in…
The Nifty Large Midcap 250 index gained 17.7% year-to-date, outpacing the Nifty 50, Nifty 100, as well as the broader Nifty 500 index. Subsequently, Large & Mid Cap Fund has been among the top performing equity mutual fund categories of 2024. The category average returns of 24.3% year-to-date (as of November 28, 2024), with several…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed 360 One Focused Equity Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. 360 ONE Focused Equity Fund is a reliable performer in the Focused Fund category that has outpaced its benchmark and surpassed many of its peers across various time frames, by employing…
One of India’s largest conglomerates, the Adani Group, is once again under scrutiny. Billionaire Gautam Adani, his nephew Sagar Adani, and a few others linked to Adani Green Energy have been accused by the US Securities and Exchange Commission (SEC) and the Department of Justice (DOJ) of orchestrating a US $265 million bribery scheme. According…
The Nifty 50 has recorded a single-digit growth of 7.4% so far in the current calendar year (as of November 19, 2024) after growing 18.7% in the CY 2023. The index had a great run for most part of the year until global and domestic headwinds gripped the markets from October 2024 onwards. During this…
