Recently, the most searched term on Google was ‘What is Expense Ratio in Mutual Funds’. It seems that mutual fund investors are laying much emphasis on the Expense Ratio, along with past historical performance and mutual fund star ratings. Speaking of the Expense Ratio, it is nothing but the costs that are levied on the mutual fund scheme (by…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Mirae Asset Large Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Mirae Asset Large Cap Fund is a popular Large Cap Mutual Fund that once held a superior track record of performance across market phases but has been struggling…
In the past, severe energy constraint hindered India’s industrial expansion and economic advancement. Consequently, installing new power plants required importing fossil fuels, which are extremely risky. On the other hand, worldwide awareness of climate change and the global growth of renewable energy has increased in the last few years. India continues to be a part…
In the recently held February 2024 bi-monthly monetary policy, the six-member MPC, assessing the current and evolving macroeconomic situation, resolved to keep the policy repo rate for the sixth straight time in a row. Further, contrary to the expectations, it was decided to remain focused on the withdrawal of accommodation to ensure that inflation progressively aligns with…
Over the decades, mutual funds in India have been gaining popularity, as investors seek to diversify their portfolios and benefit from the expertise of professional fund managers. The last year – 2023 witnessed a remarkable chapter in the Indian mutual fund industry, marked by impressive growth, dynamic shifts, and evolving investor preferences. The mutual fund industry saw…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Tata Equity P/E Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Tata Equity P/E Fund is a Value Fund with a multi-cap bias that has consistently ranked among above-average performers and has rewarded investors with superior risk-adjusted returns over…
The future depends substantially on how we power our present needs. As every year goes by, the adverse effects of climate change are intensifying. As a result, the world is rapidly transitioning to green energy. Making a decision between renewable and non-renewable energy sources is more important than ever. India is the 3rd largest energy-consuming…
Multi Cap Funds are equity mutual funds that invest across large, mid, and small-cap companies, thus offering diversification across the market cap spectrum through a single fund. With substantial exposure across the investment universe, Multi Cap Funds can potentially generate superior returns for investors in the long run without any concentration risk. In this article, find out the 3 best…
As an alternative to internal combustion engines, the Indian electric vehicle (EV) industry is the nation’s newest sunrise industry. This rise in popularity is helping as government regulations are encouraging wider EV adoption to help meet emission targets by 2030. The once-in-a-century transformation of the electric vehicle (EV) megatrend is taking place in front of…
Last week, a day following the Interim Budget 2024, the capital market regulator, the Securities and Exchange Board of India (SEBI) released a consultation paper proposing to revise and revamp nomination facilities shares, bonds, units of mutual funds (held in both, demat and non-demat form, i.e. Statement of Account), units of Real Estate Investment Trusts (REITs), Alternative Investment Funds (AIF),…
