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…

In recent years, contra funds have gained significant traction among investors, driven by a combination of market dynamics, investor sentiment shifts, and the increasing appeal of alternative investment strategies. One of the primary reasons for the rising popularity of contra funds is the ongoing market volatility and uncertainty. The global economic landscape has been characterized…

Systematic Investment Plans (SIPs) in mutual funds have witnessed a remarkable surge in popularity in India over the past few years. SIP inflows have consistently breached new highs in recent years; the amount collected through SIPs touched Rs 23,332 crore in July 2024 compared to Rs 15,245 crore in July 2023, indicating strong investor confidence. The…

The Indian Information Technology (IT) sector has been one of the most remarkable success stories in India’s economic landscape. Its inception can be traced back to the early 1980s when companies like Tata Consultancy Services (TCS) and Infosys began to emerge, providing basic IT services and software development. The IT sector’s growth was driven by…

Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed JM Flexi Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. JM Flexi Cap Fund is a less popular Flexi Cap Fund that has turned out to be a category outperformer by delivering robust gains in recent years and rewarding its investors with…

After numerous cases of front-running, the Indian mutual fund industry body, the Association of Mutual Funds in India (AMFI) has come up with Standard Operating Procedures (SOPs) to keep a check on instances of front-running. This comes after the capital market regulator, the Securities and Exchange Board of India (SEBI), earlier this month, came out with a circular asking mutual…

In this day and age of smartphones and technology at your fingertips, getting many tasks done has become easy — be it ordering groceries, food from a restaurant, buying furniture, availing of housekeeping services, to even investing. Surely, technology is playing the role of enabler in our lives. If you are considering investing in mutual funds to…

Positive sentiment continues to grip the Indian equity market despite global uncertainties. As a result, the BSE Mid-cap index has registered a strong rally and delivered gains of 31.2% so far in the current calendar year, outpacing the gains of 12.2% in BSE Sensex. Notably, this comes after the index gained 45.5% in 2023. Mid-cap…

The Securities and Exchange Board of India (SEBI) will soon release the results of an industry-level stress test conducted for Small Cap Funds. Earlier, the stress test was conducted at the scheme level by each mutual fund house. This development was revealed by SEBI whole-time member, Mr Ananth Narayan, in a recent conference organised by Cafe Mutual. What…