Tata Small Cap Fund: Gaining Big through Small-sized Companies

Welcome to  PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Tata Small Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Tata Small Cap Fund is a relatively small-sized scheme in the Small Cap Fund category that has exhibited a noteworthy track record since its inception and has outpaced many of its prominent…

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May 17, 2024 | by

Is Your Mutual Fund KYC Status ‘On Hold’? Here’s Good News

Last week, I covered an article on Mutual Fund KYC, explaining what ‘KYC Validated’, ‘KYC Registered’ and ‘KYC On-Hold’ statuses mean and their impact on your existing and new investments in mutual funds. To ensure uninterrupted experience when transacting in mutual funds, I stressed having your Mutual Fund KYC status as ‘Validated’ instead of ‘Registered’ or…

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May 16, 2024 | by

Will Periodic Social Media Disclosures by Investment Advisors Help Investors?

In this day and age of social media and influencers, all sorts of information and misinformation are disseminated. Last year, the Advertising Standards Council of India revised its guidelines mandating the Securities and Exchange Board of India (SEBI) registration for influencers in the banking & financial services sector, popularly known as ‘finfluencers‘, to provide investment-related advice. The…

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May 15, 2024 | by

Is Your Mutual Fund KYC Status Verified, Registered or Hold?

Know Your Customer or KYC is mandatory to deal in the securities market. If the KYC norms are followed in totality, it saves you, the investor the hassle of transacting in securities, such as mutual funds, stocks, etc. KYC has been prescribed by the market regulator in accordance with the provisions of the Prevention of Money Laundering Act,…

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May 13, 2024 | by

Canara Robeco Bluechip Equity Fund: Displaying Stable Long-term Performance

Welcome to  PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Canara Robeco Bluechip Equity Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Canara Robeco Bluechip Equity Fund is a prudently managed Large Cap Mutual Fund that has a past track record of performing consistently well across various market phases, but has disappointed investors…

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May 10, 2024 | by

IL&FS Episode: Mutual Funds Have Learned from Past Mistakes

If you recall, around four and half years ago, in September 2018, Infrastructure Leasing & Financial Services Limited (IL&FS) , a state-funded infrastructure development and finance company, faced debt crisis, and the Western media termed it India’s Lehman moment. On September 10, 2018, ICRA downgraded non-convertible debentures of IL&FS Financial Services to ‘BB’ from ‘AA+’. It also downgraded the…

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May 8, 2024 | by

Manufacturing Mutual Funds Shine. Are they Worthy of Your Investment Portfolio?

Mutual Fund houses in India are offering investors an opportunity to capitalise on India’s dream of becoming the next ‘factory of the world’. And with India steadily climbing the ranks as a global manufacturing powerhouse, mutual funds focusing on the manufacturing segment have performed well. The Indian mutual fund industry currently houses nine schemes focusing on the manufacturing…

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May 7, 2024 | by

How Retirees Can Wisely Use the SWP Option Following the 4% Withdrawal Thumb Rule

“As in all successful ventures, the foundation of a good retirement is planning.” – Earl Nightingale, American speaker and author. If you plan your retirement well, you will never have to worry about questions such as ‘Will I be able to meet regular expenses after retiring’ and ‘Will my retirement fund last till my last breath?’ When you are nearing retirement,…

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May 6, 2024 | by