Mutual Funds, particularly the equity-oriented ones, over the last few years have become a popular investment avenue. Thanks to AMFI’s Mutual Funds Sahi Hai campaign launched seven years ago. The times of the COVID-19 pandemic, when people were locked down at home and focused more on saving and investing sensibly, proved to be best for the growth…

The BJP-led NDA government has secured another term following the 2024 general election, setting the stage for Narendra Modi to be sworn in as Prime Minister for a third consecutive time on Sunday evening, June 9, 2024. Despite an initial dip in the markets due to the election results, a swift recovery has been observed.…

Welcome to  PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Kotak India EQ Contra Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Kotak India EQ Contra Fund is a prudently managed Contra-style fund that has demonstrated commendable performance across market phases in comparison to the benchmark and delivered favourable risk-adjusted returns to its…

On the counting day of the Lok Sabha 2024 election results, i.e. June 4, 2024, the Indian equity market plunged worryingly – the S&P BSE Sensex by over 4,200 points and the Nifty 50 by over 1,300 points, a loss of nearly 6%, after gaining over 3% the previous trading day. This was a major single-day…

Franklin Templeton (FT), a once-dominant player in the Indian mutual fund industry, finds itself at a crossroads. The company is gearing up to relaunch debt funds, a product category that was at the centre of a major crisis in 2020. In 2020 also known as the pandemic year due to COVID-19, Franklin Templeton Mutual Fund had…

The Indian EV and automotive industry is undergoing a transformative shift in 2024. Government policies promoting electric vehicles (EVs), rising fuel prices, and environmental concerns are fuelling a boom in this sector. This presents a compelling opportunity for mutual funds. The Electric Vehicle market is experiencing explosive growth. Analysts predict a surge from a few…

Mid and Small cap stocks made a robust recovery last year, outperforming the large caps by a significant margin. A number of reasons likely contributed to the small cap boom, one of them was the favourable environment that steady interest rates provided for equity investors. For investors who are willing to take significant risks, the…

Welcome to  PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Quant Flexi Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Quant Flexi Cap Fund is a Flexi Cap Fund that follows an active investment strategy to identify high-growth stocks and dynamically shifts the portfolio mix across large-cap, mid-cap, and small-cap companies. Over…

LIC Mutual Fund, a leading player in the Indian mutual fund industry, recently announced two key changes to its offerings. The first involves renaming five existing schemes across various categories. The second pertains to a revision in the exit load structure for four equity-oriented schemes. This article delves into these developments, analysing their potential impact…

The importance of investing in mutual funds with a financial goal in mind is well known. Investing in an ad hoc manner would be akin to sailing in the ocean without a sense of direction; you could be a lost man at sea. With a detailed financial plan and a prudently charted asset allocation in mutual funds,…