As we move further into 2024, mutual fund investments continue to be a popular choice for individual and institutional investors seeking to diversify their portfolios and achieve long-term financial goals. The mutual fund industry has evolved significantly, driven by technological advancements, regulatory changes, and shifting investor preferences. The integration of technology in the mutual fund…
Investing in mutual funds has become a popular choice for individuals looking to grow their wealth over time. Among the various types of mutual funds, value funds stand out for their strategy of investing in undervalued stocks. Value mutual funds in India have garnered significant attention as an attractive investment avenue in 2024. These funds…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Kotak Equity Opportunities Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Kotak Equity Opportunities Fund is a well-managed Large & Mid Cap Fund that seeks growth opportunities across attractive-looking sectors and high-potential companies within those sectors. It has managed to…
Surpassing all expectations, the Nifty Small Cap 250 index has grown over 3.5 times in the last five years and is currently at its all-time high level, resulting in unprecedented gains for investors. The Nifty SmallCap 250 index has surged 25% so far in 2024 after registering gains of 48.1% in the previous calendar year.…
The capital market regulator, vide a consultation paper dated July 16, 2024, has proposed the introduction of New Asset Class for investors. The New Asset Class, according to the regulator, will be a new investment product that bridges the gap between mutual funds and Portfolio Management Services (PMS) in terms of flexibility in portfolio construction. It is aimed at…
The full budget 2024-25 of the Modi 3.0, a coalition government, will be presented on July 23, 2024. It will be Finance Minister, Ms Nirmala Sitharaman’s seventh budget and many expectations are doing the rounds. Simplification of the current tax regime is one of the significant ones. There are also speculations that Modi 3.0 would…
Quant Mutual Fund has established itself as a key player in the Indian mutual fund industry, renowned for its data-driven and quantitative investment strategies. Founded with the vision to leverage quantitative analysis and technology in investment management, Quant Mutual Fund has consistently aimed to provide superior risk-adjusted returns to its investors. The fund house emphasises innovative…
With Modi 3.0, a coalition government formed with support from TDP, JDU, and other allies, all eyes are now on the full budget for 2024-25. Several individuals and industries have expectations from the finance minister, Ms. Nirmala Sitharaman hoping that their concerns and proposals will be heard as well addressed. The Indian mutual fund industry…
The Indian manufacturing sector is a crucial pillar of the country’s economic growth. The manufacturing sector contributes around 16-17% to the GDP and employs around 12% of the workforce. With the government’s ambition to increase this contribution to 25% by 2025, the sector is poised for significant transformation and growth. Post-independence, India adopted a mixed…
The Indian equity market has scaled to a new lifetime high of 80,893.51 points on the BSE Sensex (on July 12, 2024). Despite several risks in play, such as the rising geopolitical tensions, spike in volatility in the financial markets during the 2024 Lok Sabha elections, valuation concerns, tighter global financial conditions, and vacillating FPI…
