Every individual has different financial goals and investment potential. Mutual funds have become the most preferred investment option among investors, given the various benefits it offers like being lighter on the wallet, variety of options, taxation benefits, etc. Investment in mutual funds offers different routes like SIP or lump sum. Since every investor has a…
Comparing mutual funds based on their past performance is one of the key aspects of shortlisting schemes for your investment portfolio. Most individuals generally consider point-to-point returns to analyse schemes within a particular category. However, rolling returns are a more useful way to determine the past performance of mutual funds. In the last 10 years, 23 diversified equity mutual…
The US benchmark 10-year treasury yield has surged to its highest level since 2007. This has driven some mutual fund houses in India to launch International debt mutual funds focusing on the US Treasury bond market. In February 2023, Bandhan Mutual Fund (erstwhile IDFC Mutual Fund) launched the industry’s first international debt fund. The scheme, Bandhan US Treasury Bond 0-1…
Many individuals opt for mutual funds investment as a common long-term wealth accumulation strategy. The primary objective of investment in mutual funds is to earn significant returns and build a wealthy investment portfolio. However, a thorough grasp of how mutual fund returns are calculated is necessary to evaluate these investments’ efficiency and profitability. Mutual Fund…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Canara Robeco Emerging Equities Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Canara Robeco Emerging Equities Fund is a popular scheme in the Large & Midcap Fund category that has delivered impressive growth across different time spans, resulting in substantial wealth creation for…
As one of the fastest-growing economies in the world and with the steady rise of the Indian equity market, India has attracted the attention of many individuals who have settled abroad for career opportunities. Mutual funds are one of the most sought-after options for investments by NRIs. However, the question arises here is whether NRIs can invest in…
Diversified equity mutual funds have proven their mettle over the past year since the markets have been agitated by constant volatility. The equity-oriented schemes have efficiently managed the ups and downs caused by variables, including increased interest rates, rupee depreciation, sticky inflation rate, sluggish global demand, higher valuations, and geopolitical concerns. According to historical data,…
For those investing in Indian equities, the last couple of years have been wonderful. Exuding confidence in India’s growth story backed by several reforms, markets have generated significant wealth for investors. The mid and small-caps, in particular, have delivered stellar returns. Not wanting to miss the bus, an increasing number of individuals have participated in this…
India’s Fast Moving Consumer Goods (FMCG) sector is the largest industry in the world. The Indian economy boasts a diverse range of sectors and the FMCG industry holds a significant position as the fourth largest amongst others. The term ‘Fast-Moving’ refers to FMCG products because of their high levels of demand, availability, and affordability. These products…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed SBI Contra Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. SBI Contra Fund is the largest scheme in the Contra Fund category that has shown a remarkable turnaround in performance over the past few years, positioning itself among the top-performing equity…
