Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Quant Active Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Quant Active Fund is a nimble-footed scheme in the Multi Cap Fund category that has shown exemplary growth in the last few years. It follows an active investment strategy to seize attractive opportunities…
Tax saving is an integral part of one’s wealth creation journey. Equity-Linked Saving Scheme (ELSS) , also known as a Tax Saving Mutual Fund, is one of the most worthy avenues for tax saving. These mutual funds offer investors an opportunity to create wealth through equities and, at the same time, enables them to save tax. In this…
The finance ministry recently admitted that inflation is still a risk, and the government and the RBI are on high alert for it. Accordingly, in the recently held December 2023 bi-monthly monetary policy meeting, during the press conference in the opening remarks, RBI Governor, Mr Shaktikanta Das articulated that while significant progress is made in…
In the midst of a dynamic transformation in the Indian economy, many investors are looking beyond the domestic market for diversification and growth opportunities. Developed market funds, investing in established economies like the US, Europe, and Japan, have emerged as a compelling option for Indian investors seeking to expand their portfolio horizons. However, the question…
The Reserve Bank of India (RBI) hiked the transaction limit for UPI auto payments requiring OTP-based authentication to Rs 1 lakh from Rs 15,000 currently. The RBI, in its bi-monthly monetary policy meeting held on December 08, 2023, said, “The number of e-mandates registered currently stands at 8.5 crore, processing nearly Rs 2,800 crores of transactions per month.…
Every individual aims to protect their hard-earned money from taxes. Out of the various instruments available for tax-saving needs, Equity-linked Saving Schemes (ELSS) , also known as Tax Saving Mutual Funds, are a popular option for many individual investors opting for the old tax regime. [Read: Why ELSS Is Your Best Choice to Build Wealth and Save Tax] What are ELSS?…
The Mahindra Group, a multinational conglomerate headquartered in Mumbai, India, consistently ranks among the top 100 companies in India. Its impressive position is attributed to a combination of factors, including its diversified portfolio, strong financial performance, global presence, and commitment to sustainable practices. In a research identifying the top Indian brands that have withstood global unrest,…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed 360 ONE Focused Equity Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. 360 ONE Focused Equity Fund is a Focused Fund that has established itself as a category outperformer. Its remarkable performance has rewarded investors effectively by balancing the risk taken with substantial…
Debt as an asset class plays an important role in one’s portfolio. Although you may be a risk-taker or an aggressive investor, it makes sense to allocate a small suitable portion to debt instruments from a portfolio diversification standpoint. In this regard, debt mutual funds are a worthwhile choice as they offer diversification across types of debt…
Small Cap Mutual Funds are high risk – high return equity mutual funds. These funds offer investors an opportunity to benefit from the high growth potential of lesser-known gems of the equity market. This category of equity mutual fund can potentially generate significant alpha and even outperform most other sub-categories of equity-oriented mutual funds over the…
