Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC Hybrid Equity Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC Hybrid Equity Fund is a cautiously managed Aggressive Hybrid Fund known for its process-driven risk mitigation techniques. It has a strong track record of making decent returns by emphasising on selecting…

The mid and small-cap segments have demonstrated remarkable performance in recent years, driven by significant growth across numerous stocks and sectors. While caution is necessary near market highs, maintaining a balanced exposure across various market capitalisations is wise. Large and Mid Cap Funds represent a unique multi-cap investment strategy that allows investors to diversify their holdings among…

Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have SBI Contra Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. SBI Contra Fund is an agile scheme in the Contra Fund category that has seen a remarkable transformation in its performance in recent years, placing it among the top equity funds. It uses diversification…

For individuals with considerable disposable income, the lumpsum investment option in mutual funds offers a convenient solution to diversify investment across various asset classes and sub-categories within them. The lumpsum mode of investing in mutual funds allows you to make a one-time investment of a large amount of money into the schemes of your choice,…

In the last couple of years, the Indian stock market has demonstrated remarkable growth, exhibiting resilience and strength. This upward momentum has been largely driven by the outstanding performance of mid and small-cap stocks, which have seen significant gains. At the same time, large-cap indices have also made considerable progress, significantly contributing to the overall…

Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HSBC Small Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HSBC Small Cap Fund is a Small Cap Fund that focuses on maintaining a diverse portfolio at all times to mitigate various risks. The fund has registered noteworthy growth over the past…

Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC Multi-Asset Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC Multi-Asset Fund is a conservatively managed Multi-Asset Fund that has showed reasonable growth in the 2020 market crash as well as the current bull phase. It has rewarded investors with decent risk-adjusted…

India’s bellwether indices, the Nifty 50 and BSE Sensex, have consistently reached new highs in recent years. This growth has been fuelled by India’s robust GDP growth aided by government policies related to infrastructure development, tax reforms, and a focus on domestic manufacturing, etc., that fostered a positive business environment. Subsequently, numerous large-cap stocks have…

Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Quant Active Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Quant Active Fund is a Multi Cap Fund that follows a quant-based investment strategy to identify attractive opportunities across market caps and sectors. Its agile investment approach has proven rewarding for investors in…

The Indian equity market wrapped August on a positive note, advancing for the third consecutive month. Continuing this optimistic trend, it has begun September by scaling new highs. The Sensex breached 82,500, while the Nifty 50 closed near 25,300, as of September 02, 2024. The Midcap and Smallcap indices too are trading near their all-time high levels. The recent…