Welcome to  PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Canara Robeco Bluechip Equity Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Canara Robeco Bluechip Equity Fund is a prudently managed Large Cap Mutual Fund that has a past track record of performing consistently well across various market phases, but has disappointed investors…

The Nifty 50 index and the S&P BSE Sensex hit a lifetime high in early April. The Sensex surpassed the 75,000 mark, while the Nifty 50 traded near 22,750. However, the indices later consolidated as investors booked profit amid valuation concerns, nervousness surrounding the Lok Sabha elections, uncertainty about the timing of rate cuts by…

If you recall, around four and half years ago, in September 2018, Infrastructure Leasing & Financial Services Limited (IL&FS) , a state-funded infrastructure development and finance company, faced debt crisis, and the Western media termed it India’s Lehman moment. On September 10, 2018, ICRA downgraded non-convertible debentures of IL&FS Financial Services to ‘BB’ from ‘AA+’. It also downgraded the…

Mutual Fund houses in India are offering investors an opportunity to capitalise on India’s dream of becoming the next ‘factory of the world’. And with India steadily climbing the ranks as a global manufacturing powerhouse, mutual funds focusing on the manufacturing segment have performed well. The Indian mutual fund industry currently houses nine schemes focusing on the manufacturing…

“As in all successful ventures, the foundation of a good retirement is planning.” – Earl Nightingale, American speaker and author. If you plan your retirement well, you will never have to worry about questions such as ‘Will I be able to meet regular expenses after retiring’ and ‘Will my retirement fund last till my last breath?’ When you are nearing retirement,…

Welcome to  PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Canara Robeco Emerging Equities Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Canara Robeco Emerging Equities Fund is a popular scheme in the Large & Midcap Fund category that has delivered impressive growth across diverse market phases in the past, resulting in noteworthy…

The capital market regulator, SEBI, in its 205th Board Meeting held on April 30, 2024, has tightened the noose on possible front-running at Asset Management Companies (AMCs). This comes in after SEBI pulled many entities involved in the Axis Mutual Fund front-running case last year. Want to know more about Axis Mutual Fund’s front-running case? Watch this video: Not…

Appraisal season is here, and your employer may have given you a salary hike and/or a performance bonus. While you may be looking to set aside a portion of the extra income earned on splurging a bit and treating yourself, you may also be looking at ways to let your hard-earned money grow manifold. Thus, a…

Among the 11 sub-categories of equity mutual funds in India, after Small Cap Funds and Mid Cap Funds, the Flexi Cap Funds have been among the preferred investment options. In the ongoing calendar year 2024, Graph 1 reveals that Flexi Cap Funds are getting the attention of investors. In March 2024, 2.56 lakh new folios were added…

The Indian equity market’s current volatility and uncertainties, has got investors in mutual funds, particularly novice and inexperienced ones, highly concerned. They are unsure about which caps to wager on-the large caps, the mid caps, or the small caps. When the dynamic of the market shifts, some may also wonder when to switch from one…