Equity market update Indian equity markets rebounded in March 2025. The Sensex registered a gain of 5.8%, but underperformed the BSE Midcap and BSE Smallcap index which gained 7.6% and 8.3%, respectively. India’s GDP growth improved to 6.2% in the December 2024 quarter which is expected to positively impact corporate earnings. Moreover, the likely further…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed JM Flexi Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. JM Flexi Cap Fund is a lesser-known Flexi Cap Fund that has turned out to be a category outperformer by delivering superior gains in recent years and rewarding its investors with robust…
The global equity markets have been thrust into turmoil since the Trump 2.0 administration announced a series of extensive reciprocal tariffs against major trading partners on April 02, 2025 – a day President Donald Trump termed “Liberation Day.” Effective April 05, 2025, a 10% tariff will be imposed on all countries that, according to US…
‘Bull markets are born on pessimism, grow on skepticism, mature on optimism, and die on euphoria’ – John Templeton, American-British fund manager. The above quote by Templeton serves as a cautionary reminder that markets are cyclical and that excessive optimism should be taken with a pinch of salt as it is often followed by a market…
In mutual fund investing, every minute and every rupee matters for returns. And cut-off times are crucial. It’s a small technicality that can have a big impact on the returns of your investment, especially during periods of stress and volatility in markets like the one we are currently in. This article explains what you should know…
US President Donald Trump announced a series of extensive tariffs against its trading partners on April 02, 2025, describing it as a “Liberation Day”. Effective April 05, 2025, the Trump administration has imposed a 10% tariff on all countries that according to him have imposed unfair duties on US goods. Further, the US will impose an individualised…
The Indian mutual fund industry has gone through a metamorphosis in 2025. With changing inflows, economic uncertainty, and performance parishioner poor to previous years across different sectors, the challenge for the investor is no longer about finding a good mutual fund, but which is the right one in an uncertain economic environment where the investor sentiment is…
In the past year, Indian equity markets have had a strong performance, as investors have enjoyed sharp rallies across broader indices. Mid-caps were a notable segment that has provided substantial returns to investors, thanks to higher corporate earnings, the increase in investor participation from the retail segment, and strong domestic liquidity. However, as of late 2024…
According to SEBI, Sectoral/Thematic Funds are open-ended equity mutual funds that invest a minimum of 80% of their assets in a particular sector or theme. Each scheme must clearly specify the sector/theme it will focus on for investments. These schemes also have the flexibility to invest across the market cap range, viz., large-cap, mid-cap, and small-cap…
India’s equity market has been experiencing heightened volatility, influenced by global economic trends, policy decisions, and geopolitical developments. One major sector of the Indian economy remains the automobile industry. From original equipment manufacturers (OEMs) to auto component manufacturers, the automobile sector has contributed considerably to GDP growth and has solidified India’s global role in the…
