It is that time of the year again! The tax season is upon us as the financial year 2023-24 draws to a close, and with it comes the annual scramble to find the best tax-saving avenues. While traditional options like Public Provident Funds (PPF) and Fixed Deposits hold their place, Equity Linked Saving Schemes (ELSS)…
Quant Mutual Fund is in the spotlight, but this time the reason has nothing to do with its category-topping returns. Media reports suggest that market regulator SEBI is suspecting front-running in Sandeep Tandon-led Quant Mutual Fund. This comes at a time when the news of the front-running scandal in another popular fund house, Axis Mutual Fund, which came to light in…
Mid Cap and Small Cap Funds are not the only ones dominating the equity mutual fund space. In recent months Sector/Thematic Funds have been attracting significant inflows. The inflows in the Sector/Thematic fund category have frequently exceeded that of most other sub-categories of equity mutual funds over the last few years. Notably, the Sector/Thematic Fund category attracted…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Parag Parikh Flexi Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Parag Parikh Flexi Cap Fund is a value-centric Flexi Cap Fund known for its meticulous investment approach having a proven history of delivering impressive long-term wealth for its…
The mid-cap segment of the Indian equity market has seen a strong rally in recent years, significantly outperforming the large-cap segment. Mid-cap indices recently hit all-time highs, reflecting continued investor interest. As of June 12, 2024, the Nifty Midcap 150 has registered gains of 26.1% CAGR on a 5-year return basis, while the Nifty 50 index surged…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Nippon India Multi Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Nippon India Multi Cap Fund is a Multi Cap Fund that has recorded a strong improvement in its performance by holding an excessively diversified portfolio and staying put on some of…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Kotak India EQ Contra Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Kotak India EQ Contra Fund is a prudently managed Contra-style fund that has demonstrated commendable performance across market phases in comparison to the benchmark and delivered favourable risk-adjusted returns to its…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Quant Flexi Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Quant Flexi Cap Fund is a Flexi Cap Fund that follows an active investment strategy to identify high-growth stocks and dynamically shifts the portfolio mix across large-cap, mid-cap, and small-cap companies. Over…
The importance of investing in mutual funds with a financial goal in mind is well known. Investing in an ad hoc manner would be akin to sailing in the ocean without a sense of direction; you could be a lost man at sea. With a detailed financial plan and a prudently charted asset allocation in mutual funds,…
Over the past couple of years, the Indian stock market has witnessed a sustained period of positive trend, driven primarily by a remarkable resurgence in mid and small-cap stocks. This resurgence has been complemented by significant advancements in major large-cap indices. The impressive rally in the mid and small-cap segments has played a crucial role…
