The capital market regulator, SEBI, in mid-March 2024, warned of froth building in small cap and mid cap segments of the Indian equity market. It appears that most mutual fund investors have taken this guidance seriously. The Association of Mutual Funds in India (AMFI) data revealed that for the first time since September 2021, Small Cap…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed ICICI Pru Multi Asset Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. ICICI Pru Multi Asset Fund is a contrarian style Multi Asset Allocation Fund that has done exceptionally well in the current bull phase. It is the oldest and the most popular…
Tata Mutual Fund, a leading player in the Indian asset management industry, has unveiled an exciting opportunity for investors seeking exposure to high-growth sectors. The fund house recently launched six new thematic index funds (NFOs), allowing investors to participate in the potential of specific industries with a single investment. The six newly-launched index funds are…
The Indian investment landscape is witnessing a growing interest in low-risk, steady return options due to rising inflation and potential economic uncertainties. This has led to a surge in interest for fixed income mutual funds in India, also known as debt mutual funds. Traditionally, investors seeking stability have relied heavily on fixed deposits (FDs) offered…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Axis Small Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Axis Small Cap Fund is a Small Cap Mutual Fund that has proven its high alpha potential with its ability to stand strong during bearish market phases. With a focus on quality…
Focused Funds offer investors an opportunity to benefit from high-conviction stocks that have returns potential. Unlike other diversified equity mutual funds that hold around 50-80 stocks in their portfolio, Focused Funds limit the number of stocks in their portfolio to 30. In this article, explore the 3 best Focused Funds for 2024. But first, here is…
The rise of digital platforms in the ever-evolving financial markets has provided individuals worldwide with unprecedented access to trading opportunities. However, with this accessibility comes the looming threat of exploitation by cyber criminals seeking to deceive unsuspecting investors. The Indian financial industry aiming for innovation has unfortunately become the hunting ground for sophisticated scammers. Among…
The general elections (Lok Sabha elections) in the world’s largest democracy, India, will begin on April 19, 2024. Since the outcome of general elections can influence the country’s economic outlook, it can cause uncertainty in the equity market in the near term. Naturally, investors may be worried about the impact of the general elections on their mutual…
In a significant development for mutual fund investors in India, the deadline of March 31, 2024, for completing Know Your Customer (KYC) Updation in order to continue transacting in mutual fund schemes has been relaxed. According to the latest communication sent from CDSL Ventures to Mutual Fund Distributors (MFDs), your mutual fund accounts will not…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Nippon India Large Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Nippon India Large Cap Fund is a Large Cap Mutual Fund that has significantly surpassed the benchmark, showcasing an impressive performance that stands out in comparison to many of its…
