Silver has emerged as a key investment asset in India in recent years, with investors increasingly looking towards precious metals to diversify their portfolios. In 2024, silver’s role as an alternative investment has gained prominence, driven by the rising demand for commodities and the introduction of innovative investment products such as Silver Exchange Traded Funds…

Multi Cap Funds are equity mutual funds designed to maintain a balanced exposure between large-cap, mid-cap, and small-cap stocks, ensuring a diversified portfolio across different market capitalisations. Though Multi Cap Funds have existed for many years now, the category underwent a change in definition a few years ago. Earlier, in the absence of any restriction on the market…

Gold has held a significant position in both Indian culture and investment portfolios for centuries. In the volatile economic landscape of 2023-2024, the precious yellow metal has continued to shine, offering a hedge against inflation and market fluctuations. Gold is considered a symbol of prosperity and purity in Indian culture. It plays a central role…

The Indian investment landscape thrives on diversity, and micro-cap mutual funds stand out as a unique and potentially explosive segment. Microcap mutual funds are an intriguing segment of the Indian mutual fund industry, often overlooked by investors due to their perceived volatility and higher risk compared to large-cap or mid-cap funds. However, for those willing…

In the calendar year 2024, Mirae Asset Mutual Fund has come up with several NFOs and a majority of them have been from the passive investment category — either equity-oriented exchange-traded funds or Index Funds. Given the fascination for the passive style of investing of late, particularly index funds, and also because certain diversified equity funds haven’t…

Investing in dividend-paying stocks is one of the most sought-after ways to generate regular income while also benefitting from potential capital appreciation. As you may be aware, a dividend is the portion of a company’s profit paid to shareholders, and the amount paid by the company in dividends per year relative to its stock price…

Against the backdrop of escalating geopolitical tensions, particularly in the Middle East, volatility in the Indian equity market increased. RBI Governor, Mr Shaktikanta Das, in his speech on Global Financial Stability; Risks and Opportunities in the September 2024 bulletin, stated that the contagion risk from geopolitics can no longer be ignored, and geoeconomic fragmentation is weighing on the…

Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Quant Mid Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Quant Mid Cap Fund is an actively managed Mid Cap Fund that has delivered outstanding performance over the past few years, consistently topping the returns chart in its category. Its success stems…

Investors seeking cost-effective, long-term growth increasingly gravitate toward index funds. Over the past decade, the substantial growth in India’s equity markets has driven interest in these index funds, which follow benchmark indices like the Nifty 50 and Sensex. Their growing appeal stems from their straightforward structure, transparency, and minimal fees. Index funds represent a simple…

Mutual funds are a popular investment choice for both novice and seasoned investors, offering diverse exposure to equities, debt, and other asset classes. While many focus on selecting the right mutual fund or choosing the best SIP (Systematic Investment Plan), an often-overlooked aspect is how and when to redeem or sell mutual funds. Investing in mutual…