Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC Flexi Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC Flexi Cap Fund is a Flexi Cap Fund, that prioritises unlocking the long-term potential of carefully selected, fundamentally strong stocks. With a proven track record of delivering impressive…

The Indian equity market has witnessed high volatility in recent months amid an uncertain global environment and relentless selling by FIIs. Several key equity indices are down sharply from their peaks, as of November 04, 2024, the BSE Sensex and the BSE Midcap indices are down by around 8% each from their respective peaks, while…

Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Nippon India Large Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Nippon India Large Cap Fund is a Large Cap Fund that excels in selecting stocks with high growth potential. It has notably exceeded expectations, particularly in rising markets, and has consistently…

Diwali is here! Many of you have likely spent the last few days making every corner of your home squeaky clean. Just as you have discarded the unwanted stuff and decluttered your space, it is prudent to do the same with your mutual fund portfolio. With the markets witnessing high volatility of late, it may…

Debt-oriented mutual funds are schemes investing a minimum of 65% of their assets in debt and money market instruments. This includes Liquid Fund, Corporate Debt Fund, Credit Risk Fund, Gilt Fund, and Conservative Hybrid Fund, among others. In the last one year, debt mutual funds in India across categories turned attractive and delivered high single-digit returns…

Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Tata Equity P/E Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Tata Equity P/E Fund follows a value-conscious investment approach with a preference for multi-cap stock holdings. It focuses on investing in stocks that have lower P/E ratios compared to the…

Multi Cap Funds are equity mutual funds designed to maintain a balanced exposure between large-cap, mid-cap, and small-cap stocks, ensuring a diversified portfolio across different market capitalisations. Though Multi Cap Funds have existed for many years now, the category underwent a change in definition a few years ago. Earlier, in the absence of any restriction on the market…

Investing in dividend-paying stocks is one of the most sought-after ways to generate regular income while also benefitting from potential capital appreciation. As you may be aware, a dividend is the portion of a company’s profit paid to shareholders, and the amount paid by the company in dividends per year relative to its stock price…

Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Quant Mid Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Quant Mid Cap Fund is an actively managed Mid Cap Fund that has delivered outstanding performance over the past few years, consistently topping the returns chart in its category. Its success stems…

Jio Financial Services, the non-banking finance arm of Mukesh Ambani-led Reliance Industries, is set to enter India’s flourishing mutual fund industry. On October 03, 2024, Jio Financial Services received SEBI’s in-principle approval to co-sponsor and set up mutual fund business with BlackRock as its 50:50 joint venture partner. The final approval for the same will be granted by SEBI…