Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed ICICI Pru Bluechip Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. ICICI Pru Bluechip Fund is a prominent Large Cap Fund with a stellar track record of delivering noteworthy returns to its investors over the long term. The fund has…
Editor note – This is an updated article with the latest data and mutual fund schemes that hold a higher allocation to railway stocks. The Indian Railways, often dubbed the lifeline of the nation, holds a pivotal place in the country’s economic and social framework. Established in 1853, the network has evolved into one of the…
Comparing the historical returns of a mutual fund relative to its benchmark and peers is a key metric that helps investors shortlist mutual funds for their portfolio. There are various to evaluate a scheme’s returns, of which point-to-point returns and rolling returns are the prominent ones. In this article, find out the difference between rolling returns and…
The bellwether, BSE Sensex hit an all-time high of 80,392.64 points last week (on July 4, 2024). This is stupendous for the Indian equity market amid rising geopolitical tensions and various other key risks, such as tightening global financial conditions and capital outflows, among others. It is perceived that despite these risks, India’s strong macroeconomic…
In the realm of financial markets, mutual funds play a pivotal role in channelling investments from individuals and institutions into diverse portfolios. With the rapid expansion of the mutual fund industry, ensuring robust internal controls and fraud detection mechanisms has become paramount. Mutual funds pool money from investors to invest in stocks, bonds, and other…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed SBI Long Term Equity Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. SBI Long Term Equity Fund is one of the oldest and most popular schemes in the Tax Saving Mutual Fund (ELSS) category that follows a multi-cap strategy to…
The financial landscape is evolving rapidly, driven by technological advancements, regulatory changes, and the growing sophistication of investors. One of the significant developments in recent times is the Securities and Exchange Board of India (SEBI) consideration of introducing Mutual Funds Lite Regulations (MF Lite) for passively managed mutual fund schemes. SEBI, the market regulator, wants…
Large-cap stocks are on a roll. The Nifty 50 hit an all-time high, closing near 24,300 on July 03, 2024, while the Sensex brushed the milestone of 80,000 mark. Some key factors fuelling the rally are strong GDP growth, robust corporate balance sheets, and recovery in consumption growth. And as the growth outlook continues to be positive with expectations…
The mutual fund industry in India has witnessed significant growth in 2023. The AUM of the Indian MF Industry has grown from Rs 10.11 trillion as of May 31, 2014, to Rs 58.91 trillion as of May 31, 2024, around 6 fold increase in a decade and more than a 2-fold increase in a span…
The Securities and Exchange Board of India (SEBI) has sought public views and comments on the proposal regarding mandatory disclosure of risk-adjusted returns by mutual funds. What is risk-adjusted return? Most investors choose mutual funds based on past returns, but while doing so they often ignore the underlying risks. You see, risk and returns are two…
