The Indian equity market has been experiencing heightened volatility as of late, creating a challenging environment for investors. Headwinds such as U.S. President Donald Trump’s tariff tantrums instigating trade wars, rising crude oil prices, inflationary fears, a weakening rupee against the greenback, the possibility of economic slowdown, the anticipation of the U.S. Federal Reserve refraining from reducing…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Tata Small Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Tata Small Cap Fund is a growth-oriented scheme in the Small Cap Fund category that has exhibited a noteworthy track record since its inception and has outpaced many of its prominent peers,…
The Indian equity market has been rather volatile in the last couple of months with the benchmark indices experiencing steep declines and the bears tightening their grip. Recently, the bellwether, BSE Sensex, and Nifty 50 indices suffered through a 10-day losing streak – the longest in 29 years. The mid-cap and small-cap segments have been particularly hammered by the…
The Indian stock market in 2025 is experiencing increased volatility, with investors unsure about their investment plans. As global economic stress, geopolitical tensions, and inflationary fears are making front-page news, the possibility of generating stable returns is becoming harder to ensure. For those living on investments to cover basic expenses, unpredictable price swings can cause…
The growing turbulence in the Indian equity market, marked by steep corrections in benchmark indices, has contributed to a nervous investment environment. Headwinds such as persistent geopolitical uncertainties, tariff tantrums of U.S. President Donald Trump instigating trade wars, rising crude oil prices, a weakening rupee against the greenback, the risk to inflation trajectory, the chances…
The Reserve Bank of India (RBI), in the February 2025 bi-monthly monetary policy meeting, cut the policy repo rate by 25 basis points to 6.25%. The stance of the monetary policy was kept ‘neutral’ to remain unambiguously focussed on a durable alignment of inflation with the target while supporting growth. It was the first time in almost…
Mutual fund investors look at return, the expertise of the fund manager, and the past performance of a scheme before investing. Yet, the one crucial consideration should not be overlooked is the expense ratio. In these uncertain times, the expense ratio of mutual funds is something worth monitoring if one aims for steady returns. The…
The Indian equity market has witnessed growing turbulence, with steep fluctuations in benchmark indices and sectoral fluctuations. They include persistent geopolitical uncertainty, rising crude oil prices, heavy selling by FIIs and fear of global recession that have created a questionable investment environment. Given the challenging conditions, some mutual fund managers have taken a cautious approach by raising…
The past few years have been a dream run for equity investors. Those who invested during the lows of the COVID-19 pandemic have made decent gains as the Indian equity market made a remarkable recovery in the year 2021. However, given the inherent nature of the Indian equity market, the tides are changing. The market has…
As Holi 2025 approaches, the festival of colours comes with the message of balance, diversity, and rebirth, values which strike a chord with smart investing. Just like Holi is celebrated by blending vibrant hues, an expertly composed mutual fund portfolio prospers with the ideal blend of assets to weather volatility. Indian equities have seen significant…
