Systematic Investment Plans (SIPs) in mutual funds have witnessed a remarkable surge in popularity in India over the past few years. SIP inflows have consistently breached new highs in recent years; the amount collected through SIPs touched Rs 23,332 crore in July 2024 compared to Rs 15,245 crore in July 2023, indicating strong investor confidence. The…
The Indian Information Technology (IT) sector has been one of the most remarkable success stories in India’s economic landscape. Its inception can be traced back to the early 1980s when companies like Tata Consultancy Services (TCS) and Infosys began to emerge, providing basic IT services and software development. The IT sector’s growth was driven by…
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 less popular Flexi Cap Fund that has turned out to be a category outperformer by delivering robust gains in recent years and rewarding its investors with…
After numerous cases of front-running, the Indian mutual fund industry body, the Association of Mutual Funds in India (AMFI) has come up with Standard Operating Procedures (SOPs) to keep a check on instances of front-running. This comes after the capital market regulator, the Securities and Exchange Board of India (SEBI), earlier this month, came out with a circular asking mutual…
In this day and age of smartphones and technology at your fingertips, getting many tasks done has become easy — be it ordering groceries, food from a restaurant, buying furniture, availing of housekeeping services, to even investing. Surely, technology is playing the role of enabler in our lives. If you are considering investing in mutual funds to…
Positive sentiment continues to grip the Indian equity market despite global uncertainties. As a result, the BSE Mid-cap index has registered a strong rally and delivered gains of 31.2% so far in the current calendar year, outpacing the gains of 12.2% in BSE Sensex. Notably, this comes after the index gained 45.5% in 2023. Mid-cap…
The Securities and Exchange Board of India (SEBI) will soon release the results of an industry-level stress test conducted for Small Cap Funds. Earlier, the stress test was conducted at the scheme level by each mutual fund house. This development was revealed by SEBI whole-time member, Mr Ananth Narayan, in a recent conference organised by Cafe Mutual. What…
When it comes to the right investment options, investors often find themselves at the crossroads of choosing between Mutual Funds and ULIPs. While mutual funds have emerged as a prominent choice for investors over the past decade, ULIPs too continue to be one of the popular investment options. Though Mutual Funds and ULIPs share some similarities,…
India is one of the largest and fastest-growing consumer markets in the world, presenting significant opportunities for growth. The Fast-Moving Consumer Goods (FMCG) sector is a crucial element of the nation’s economic growth. Known for its high turnover and essential products, the FMCG industry has seen significant transformation over the decades. The Indian FMCG sector’s…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC Top 100 Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC Top 100 Fund is a Large Cap fund known for its strong performance during bull markets. It has successfully recovered from a long period of underperformance and returned to its previous…
