Mutual funds have turned out to be a popular choice for wealth creation, reveals the inflows and folio data released by AMFI. Individual investors — both retail and High Net Worth Individuals HNIs — now hold a dominant share of the industry asset, thanks to the Mutual Funds Sahi Hai campaign. However, what I observe is, that…
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 Large & Mid Cap Fund that has managed to consistently outpace the benchmark over longer time frames, all the while maintaining a low risk level. The…
For Indians, the love for gold is enduring, the sentimental value of gold has only increased over the last few decades. Currently India stands as the world’s 2nd largest consumer of gold, after China, with a rich tapestry of festivals, customs, and traditions, and the precious yellow metal is an integral part of our cultural…
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 well-managed Flexi-cap fund having a history of creating solid wealth for its investors at a reasonable risk. With a hint of a…
According to the Securities and Exchange Board of India (SEBI’s) Mutual Fund Regulations, every AMC (Asset Management Company) or Mutual Fund house must release an Offer Document (OD) for each mutual fund scheme it launches. The Offer Document (OD) consist of a SID (Scheme Information Document), a SAI (Statement of Additional Information), and a KIM…
The Indian equity markets have been rather volatile in the last couple of months. A variety of factors have been behind the increased volatility: Ongoing geopolitical tensions (Israel-Gaza war, Russia-Ukraine war, tensions between India and China, India and Pakistan, China and the United States, China and Taiwan, and North Korea-South Korea, among others) Chances of…
The metals and mining sector performs as the backbone of India’s industrial and infrastructural growth. It is an essential contributor to achieving Sustainable Development Goals (SDGs) and continued economic development. India has a reasonable edge in the production and conversion costs of steel and alumina, as well as in the production of essential minerals, which…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC Large & Mid Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC Large & Mid Cap Fund is one of the oldest equity schemes in India that has shown a turnaround growth in the last couple of years by…
The Indian equity market has registered a stupendous rally in the last 3 years driven by the optimism surrounding resilient domestic economic growth. Though there were bouts of sharp volatility and some consolidation during this period, the equity market continued its upward trajectory without any prolonged blip. As a result, equity mutual funds, especially Mid Cap…
Last week, the capital market regulator, the Securities and Exchange Board of India (SEBI), proposed to introduce a new ‘high-risk’ category of mutual funds in its letter written to the Association of Mutual Funds in India (AMFI). This proposal, which is at the very nascent stage of discussion within the Indian mutual fund industry, will assess whether…
