The news of SEBI’s suspicion over front-running in Quant Mutual Fund created a lot of noise. Even though neither Quant Mutual Fund nor SEBI has given out any details about the investigation, the buzz of potential wrongdoing at the AMC was enough to send some investors into panic mode. Investors redeemed units worth nearly Rs 1,400 crore…
Earlier in January this year, I wrote a piece proposing investment in Large Cap Funds amid frothy valuations in the lower rung of the market capitalisation, i.e. mid caps and small caps. Large caps, as you may know, are the top 100 companies on a market capitalisation, which are well-established (with over Rs 200 billion in market…
The PSU (Public Sector Undertaking) sector in India has been gaining significant investor traction with the advent of Modi 3.0, the third term of Prime Minister Narendra Modi’s administration. Public Sector Undertakings (PSUs) have long been the backbone of India’s industrial landscape, playing a crucial role in the nation’s economic development. These government-owned corporations span…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed ICICI Pru Large & Mid Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. ICICI Pru Large & Mid Cap Fund is a high conviction-driven Large & Mid Cap Fund that has shown impressive growth in recent years and has…
It is that time of the year again! The tax season is upon us as the financial year 2023-24 draws to a close, and with it comes the annual scramble to find the best tax-saving avenues. While traditional options like Public Provident Funds (PPF) and Fixed Deposits hold their place, Equity Linked Saving Schemes (ELSS)…
Quant Mutual Fund is in the spotlight, but this time the reason has nothing to do with its category-topping returns. Media reports suggest that market regulator SEBI is suspecting front-running in Sandeep Tandon-led Quant Mutual Fund. This comes at a time when the news of the front-running scandal in another popular fund house, Axis Mutual Fund, which came to light in…
Mid Cap and Small Cap Funds are not the only ones dominating the equity mutual fund space. In recent months Sector/Thematic Funds have been attracting significant inflows. The inflows in the Sector/Thematic fund category have frequently exceeded that of most other sub-categories of equity mutual funds over the last few years. Notably, the Sector/Thematic Fund category attracted…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Parag Parikh Flexi Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Parag Parikh Flexi Cap Fund is a value-centric Flexi Cap Fund known for its meticulous investment approach having a proven history of delivering impressive long-term wealth for its…
In a recent announcement, Nippon India Mutual Fund revealed changes to its Nippon India Multi-Asset Fund. This popular fund, catering to investors seeking diversification and long-term capital growth, will undergo a shift in its fundamental attributes. This article delves into the details of these changes, analyses their potential impact on investors, and offers guidance on navigating this…
The mid-cap segment of the Indian equity market has seen a strong rally in recent years, significantly outperforming the large-cap segment. Mid-cap indices recently hit all-time highs, reflecting continued investor interest. As of June 12, 2024, the Nifty Midcap 150 has registered gains of 26.1% CAGR on a 5-year return basis, while the Nifty 50 index surged…
