The Indian equity markets have been rather volatile in the last couple of months. A variety of factors have been behind the increased volatility: Ongoing geopolitical tensions (Israel-Gaza war, Russia-Ukraine war, tensions between India and China, India and Pakistan, China and the United States, China and Taiwan, and North Korea-South Korea, among others) Chances of…
The metals and mining sector performs as the backbone of India’s industrial and infrastructural growth. It is an essential contributor to achieving Sustainable Development Goals (SDGs) and continued economic development. India has a reasonable edge in the production and conversion costs of steel and alumina, as well as in the production of essential minerals, which…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC Large & Mid Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC Large & Mid Cap Fund is one of the oldest equity schemes in India that has shown a turnaround growth in the last couple of years by…
The Indian equity market has registered a stupendous rally in the last 3 years driven by the optimism surrounding resilient domestic economic growth. Though there were bouts of sharp volatility and some consolidation during this period, the equity market continued its upward trajectory without any prolonged blip. As a result, equity mutual funds, especially Mid Cap…
Last week, the capital market regulator, the Securities and Exchange Board of India (SEBI), proposed to introduce a new ‘high-risk’ category of mutual funds in its letter written to the Association of Mutual Funds in India (AMFI). This proposal, which is at the very nascent stage of discussion within the Indian mutual fund industry, will assess whether…
The automobile sector in India is among the most significant and rapidly growing industries in the nation. It includes a broad variety of vehicles, including motorcycles, three-wheelers, commercial vehicles, and passenger cars. Since the automobile industry is essential to both macroeconomic growth and fostering technological innovation, it has historically been a reliable indication of the state…
In the Indian investment landscape, a hot topic is buzzing around – the extraordinary rally seen in mid and small-cap stocks. These small-sized companies have been showing strong performance lately, which might lead to increased earnings for you and could mean more money in your pockets. But here’s the big question: Is now the right time…
The optimism in the equity market that prevailed between April and September 2023 appears to have reached a tipping point. Since the latter half of October 2023, the Indian equity market has witnessed a substantial decline amid weak global cues. The Sensex is down about 6% from its all-time high, while the Nifty 50 is…
Ever since the launch of the ‘Mutual Funds Sahi Hai’ campaign by AMFI in March 2017, the interest of individual investors — retail and High Net worth Individuals — has been on the rise. As of September 30, 2023, individual investors hold a relatively higher share (58.8%) of the industry assets. The inflows have been…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed SBI Long Term Equity Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. SBI Long Term Equity Fund is one of the oldest and most popular Tax Saving Mutual Funds (ELSS) that has shown turnaround performance in the last couple of years to stand…
