In the dynamic world of investing, mutual funds have long been a preferred choice for those looking to grow their wealth over the long term. However, not all mutual funds are created equal. Some cater to the risk-averse, offering stability and steady returns, while others are designed for the daring investor willing to take on…
The BSE Small-cap index has delivered gains of 27.9% so far in the current calendar year, outpacing the gains of 11.3% in BSE Sensex. The small-cap index had gained 47.5% in 2023. Barring the brief blip in March 2024 when SEBI raised concerns about the valuations in the segment and asked mutual fund houses to…
The Indian mutual funds industry, a cornerstone of the country’s financial ecosystem, has experienced significant evolution over recent years. With an increasing number of investors turning to mutual funds for wealth creation and financial planning, the industry has shown resilience and adaptability amid a dynamic economic environment. As of mid-2024, several key trends and developments…
Against the backdrop of intense volatility in the Indian equity market, I wrote an article recently explaining when investors should sell their mutual fund units. I stated therein that there ought to be strong and valid reasons to sell or redeem your mutual fund units, and this decision, mustn’t be taken arbitrarily. Selling is an important…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Quant Multi Asset Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Quant Multi Asset Fund is a well-performing Multi Asset Allocation Fund that follows a nimble investment approach to allocate assets based on market conditions and has exhibited commendable performance in recent years.…
The year 2024 has been marked by an unprecedented level of economic instability, creating a challenging environment for investors worldwide. Market volatility has surged due to a myriad of factors, including significant currency fluctuations, looming recession fears, escalating geopolitical tensions, and persistent global economic challenges. This turbulence has not only tested the resilience of individual investors but…
The Indian equity market has witnessed a phenomenal surge in the past decade. Key indices such as the Nifty 50, BSE Sensex, and Nifty 500, etc. delivered multibagger returns, outperforming many global peers. The rise in the stock market has resulted in high returns for investors in equity mutual funds. Barring a few schemes, all…
The Indian infrastructure sector continues to be a critical driver of the nation’s economic growth in 2024. With a focus on enhancing connectivity, improving urban infrastructure, and boosting the overall quality of life, the sector has received substantial attention and investment from the government and private players. Under Interim Budget 2024-25, capital investment outlay for…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Quant Small Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Quant Small Cap Fund is a momentum-driven scheme in the Small Cap Fund category that has recorded extraordinary performance over the last few years and has registered category-topping returns across time frames.…
One of the key highlights of the Union Budget 2024-25 was the revamp of the capital gains tax structure. The Finance Minister tweaked long-term and short-term capital gains tax on various asset classes. These changes also apply to capital gains earned on the redemption of mutual fund units. Read on to find out how the gains on redemption of…
