One of the key highlights of the Union Budget 2024-25 was the revamp of the capital gains tax structure. The Finance Minister tweaked long-term and short-term capital gains tax on various asset classes. These changes also apply to capital gains earned on the redemption of mutual fund units. Read on to find out how the gains on redemption of…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Kotak Equity Opportunities Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Kotak Equity Opportunities Fund is a well-managed Large & Mid Cap Fund that seeks growth opportunities across attractive-looking sectors and high-potential companies within those sectors. It has managed to…
Surpassing all expectations, the Nifty Small Cap 250 index has grown over 3.5 times in the last five years and is currently at its all-time high level, resulting in unprecedented gains for investors. The Nifty SmallCap 250 index has surged 25% so far in 2024 after registering gains of 48.1% in the previous calendar year.…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed ICICI Pru Bluechip Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. ICICI Pru Bluechip Fund is a prominent Large Cap Fund with a stellar track record of delivering noteworthy returns to its investors over the long term. The fund has…
Comparing the historical returns of a mutual fund relative to its benchmark and peers is a key metric that helps investors shortlist mutual funds for their portfolio. There are various to evaluate a scheme’s returns, of which point-to-point returns and rolling returns are the prominent ones. In this article, find out the difference between rolling returns and…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed SBI Long Term Equity Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. SBI Long Term Equity Fund is one of the oldest and most popular schemes in the Tax Saving Mutual Fund (ELSS) category that follows a multi-cap strategy to…
Large-cap stocks are on a roll. The Nifty 50 hit an all-time high, closing near 24,300 on July 03, 2024, while the Sensex brushed the milestone of 80,000 mark. Some key factors fuelling the rally are strong GDP growth, robust corporate balance sheets, and recovery in consumption growth. And as the growth outlook continues to be positive with expectations…
The Securities and Exchange Board of India (SEBI) has sought public views and comments on the proposal regarding mandatory disclosure of risk-adjusted returns by mutual funds. What is risk-adjusted return? Most investors choose mutual funds based on past returns, but while doing so they often ignore the underlying risks. You see, risk and returns are two…
The news of SEBI’s suspicion over front-running in Quant Mutual Fund created a lot of noise. Even though neither Quant Mutual Fund nor SEBI has given out any details about the investigation, the buzz of potential wrongdoing at the AMC was enough to send some investors into panic mode. Investors redeemed units worth nearly Rs 1,400 crore…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed ICICI Pru Large & Mid Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. ICICI Pru Large & Mid Cap Fund is a high conviction-driven Large & Mid Cap Fund that has shown impressive growth in recent years and has…
