Mid Cap Fund was one of the top performing categories of 2024. In the last one year, Mid Cap Funds offered average returns of 32.7% with 21 out of 29 schemes outpacing the benchmark, as of January 02, 2024. Around 4 schemes generated returns of over 40% during the year. Notably, the benchmark, Nifty Midcap 150 –…
Investing in mutual funds is one of the most popular ways to grow wealth in India. It offers the flexibility to choose from a variety of funds tailored to your financial goals, risk appetite, and investment horizon. However, before you start investing in mutual funds for 2025, ensuring that you have all the required documents is…
The year 2024 witnessed heightened market volatility due to global geopolitical tensions, fluctuating interest rates, and persistent inflationary pressures. These challenges tested investors’ resilience and underscored the importance of having a well-diversified portfolio. Traditional equity markets, represented by benchmarks such as NIFTY 50 and S&P BSE Sensex, experienced significant swings, prompting a re-evaluation of investment…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC ELSS Tax Saver Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC ELSS Tax Saver Fund is a Tax Saving Mutual Fund that focuses on high-conviction investments, blending growth and value strategies to identify strong stocks at attractive valuations. The fund has…
As we welcome 2025, it is time to reflect how key assets classes viz. equity, debt, and gold, performed in 2024 and the investment opportunities they present in the current year. It is interesting to note that all three aforementioned asset classes registered positive growth. The Indian economy displayed strength and resilience, driven by a revival in…
Arbitrage Mutual Funds have steadily grown in popularity in India over the past decade, particularly among conservative investors. These funds leverage market inefficiencies by exploiting price differences between the cash and derivatives markets, offering stable returns with minimal risk. In recent years, the growth of these funds has been supported by rising investor awareness and…
As we approach the end of 2024, the year-end provides an ideal opportunity to pause, reflect, and review your investment portfolio. For mutual fund investors, this is especially crucial. With global economic conditions shifting, market volatility, and new regulatory developments, doing a year-end portfolio review can help ensure that your financial goals remain on track…
If you are aiming to get two birds with one stone, i.e. build wealth and save tax, then investing in some of the best Tax Saving Mutual Funds, also known as the Equity-Linked Saving Scheme (ELSS) is a worthwhile proposition. As you know, tax saving is an integral part of our wealth creation journey, as…
The Nifty Large Midcap 250 index gained 17.7% year-to-date, outpacing the Nifty 50, Nifty 100, as well as the broader Nifty 500 index. Subsequently, Large & Mid Cap Fund has been among the top performing equity mutual fund categories of 2024. The category average returns of 24.3% year-to-date (as of November 28, 2024), with several…
When it comes to investing in mutual funds, one of the most important documents that investors should understand is the mutual fund factsheet. A factsheet provides a snapshot of a mutual fund’s performance, strategy, and various important details that can help you make an informed decision about your investment. Understanding how to read a factsheet…
