Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have SBI Contra Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. SBI Contra Fund is an agile scheme in the Contra Fund category that has seen a remarkable transformation in its performance in recent years, placing it among the top equity funds. It uses diversification…
The ‘Mutual Fund Sahi Hai’ campaign, launched by the Association of Mutual Funds in India (AMFI) in 2017, has dramatically changed the way Indian investors perceive mutual funds. Aimed at promoting mutual fund investments, the campaign successfully simplified the investment process, making it more relatable and understandable for the masses. The success of the campaign…
For individuals with considerable disposable income, the lumpsum investment option in mutual funds offers a convenient solution to diversify investment across various asset classes and sub-categories within them. The lumpsum mode of investing in mutual funds allows you to make a one-time investment of a large amount of money into the schemes of your choice,…
The data of the Association of Mutual Funds in India (AMFI) reveals that a predominant portion (over 60%) of the Indian mutual fund industry’s assets comes from individual investors. Individual investors are deploying their money into equity-oriented mutual fund schemes in the desire to earn better returns as opposed to investing in bank Fixed Deposits (FDs) and other interest-yielding investment instruments.…
Indian equity markets have been hitting record highs recently, drawing both seasoned investors and new entrants to the market. With major indices such as the Nifty 50 and S&P BSE Sensex scaling new peaks, investors may feel tempted to jump into the rally to maximize gains. However, buying mutual funds at market highs could be risky.…
In the last couple of years, the Indian stock market has demonstrated remarkable growth, exhibiting resilience and strength. This upward momentum has been largely driven by the outstanding performance of mid and small-cap stocks, which have seen significant gains. At the same time, large-cap indices have also made considerable progress, significantly contributing to the overall…
In a rising market scenario like that of 2024, investing through SIPs in mutual funds is a prudent approach that balances risk and reward. The benefits of rupee cost averaging, disciplined investing, and compounding, combined with the current positive market trends, make SIPs an excellent choice for investors looking to maximize their returns while minimizing…
Despite the geopolitical tensions (Russia-Ukraine war, Israel-Hamas war, attack by Israel on Lebanon to target Hezbollah, likely escalation in the Middle East, tensions flaring up in the South China Sea between China and Philippines, China and Taiwan, strained US-China relations and trade war, among others), risk of geoeconomic fragmentation, adverse climate events, the risk to…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HSBC Small Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HSBC Small Cap Fund is a Small Cap Fund that focuses on maintaining a diverse portfolio at all times to mitigate various risks. The fund has registered noteworthy growth over the past…
The Indian equity market in 2024 is navigating a blend of opportunities and challenges. As of mid-2024, both the NIFTY 50 and the S&P BSE Sensex have shown significant growth, reflecting India’s resilient economic fundamentals, strong corporate earnings, and investor confidence. However, this growth is tempered by global macroeconomic factors like rising interest rates, inflation…
