Investing in India’s Electrifying Future: Top 5 Power & Energy Sector Mutual Funds

India’s power and energy sector is undergoing a thrilling transformation, fueled by a potent cocktail of rising demand, ambitious renewable energy targets, and government initiatives. From the colossal might of coal-fired plants to the burgeoning brilliance of solar farms, this domain is shaping the nation’s economic pulse and illuminating the path to a sustainable future.…

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January 1, 2024 | by

The Top Blunder in Mutual Fund Investing and How to Sidestep Them

Many mutual fund investors unknowingly make a significant blunder or mistake – relying excessively on star ratings. These seemingly innocent stars, ranging from one to five, promise simplicity and quick evaluation but can mislead investors into making wrong decisions. While star ratings attract investors with the allure of an easy shortcut to identifying successful mutual…

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December 30, 2023 | by

DSP Small Cap Fund: Showcasing Reasonable Long-term Growth

Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed DSP Small Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. DSP Small Cap Fund is a Small Cap Fund that was once a category outperformer but has witnessed muted growth over the past few years compared to its prominent peers…

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December 29, 2023 | by

Will Small Cap Mutual Funds Continue to Outshine in 2024?

After a turbulent start, the Indian equity market created history in the calendar year 2023 by scaling multiple peaks. The Nifty 50 surpassed the key milestone of 20,000 while the S&P BSE Sensex surpassed 70,000 in December 2023, gaining 17.9% and 16.9%, respectively, on a YTD basis (as of December 22, 2023). However, it was…

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December 27, 2023 | by

4 Best Flexi Cap Funds for 2024 – Top Performing Flexi Cap Mutual Funds in India

Flexi Cap Mutual Funds offer investors an opportunity to create long-term wealth by following a dynamic investment approach. The flexible investment mandate allows the schemes to swiftly adapt to changing market trends. As a result, this category has emerged as a favoured investment option for many individuals. In this article, we will reveal PersonalFN’s list of 4 best Flexi…

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December 23, 2023 | by

HDFC Top 100 Fund: Rewarding Long-term Investors

Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC Top 100 Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC Top 100 Fund is a popular Large Cap fund that has successfully risen from a prolonged period of underperformance to reclaim its former glory, ultimately rewarding patient investors. With…

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December 22, 2023 | by

Best Debt Mutual Fund Categories for 2024

India is a “bright spot” in the global economy and a key contributor to global growth, backed by reforms (as observed by the IMF). Recognising the long-term growth prospects, the investment flows into India continue to remain strong. Having said that, considering 2024 will be an election year, geopolitical tensions are looming, equity markets are…

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December 21, 2023 | by

Looking for High Return Mutual Funds? Here’s How One Should Approach Investment in Mutual Funds

Investment in Mutual Funds has become more accessible and popular in recent years, with the rise of online platforms, low-cost index funds, instant diversification, spreading your risk across multiple securities/ asset classes, as well as the advantages of professional management, liquidity and flexibility. Mutual Funds are a great way to invest in the stock market…

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December 20, 2023 | by

Diversify Your Portfolio with Hospitality & Tourism Stocks: Top 5 Mutual Funds

India is a country rich in historical customs that entices visitors with a wide variety of experiences. Every part of this amazing country, from the sun-kissed beaches of Goa to the snow-capped Himalayas, promises a journey you won’t soon forget. However, two threads-tourism and hospitality-that really bring India’s brilliance are woven into this tapestry. India’s…

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December 19, 2023 | by

Navigating the Market Landscape: How to Approach Equity Mutual Funds in 2024?

As we wrap up the final few weeks of 2023 and enter the new year 2024, the global market landscape continues to evolve, presenting both challenges and opportunities for investors. With geopolitical tensions simmering, inflation showing signs of persistence, looming risk of recession and rising interest rates, navigating the investment landscape can feel daunting. India,…

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December 16, 2023 | by