The Indian equity market has experienced a positive momentum over the past few months. With the bulls taking charge of the stock markets since April, benchmark indices like S&P BSE Sensex & Nifty 50 soared further and finally broke through the previous all-time highs in the month of July & August 2023. [Read: Indian Equities Near a Lifetime High! Why…
Banking & PSU Debt Fund is a sub-category of debt mutual funds that offers investors the opportunity to earn stable returns from a portfolio of relatively stable, safer, and liquid debt securities. In this article, we have highlighted the best Banking & PSU Debt Funds that have consistently provided investors with superior risk-adjusted returns. But first, let’s get…
In today’s ever-changing financial landscape, individuals are increasingly realising that making long-term investments is the key to securing their financial future. The question that often arises is, “Where should I invest my money for the long term?” or “What kind of mutual funds are ideal for achieving my long-term financial goals?” In this comprehensive article,…
In the ever-evolving landscape of personal finance, the role of insurance has gone beyond its conventional purpose of safeguarding against unforeseen risks. In recent years, many individuals have started perceiving life insurance as not merely a safety net but also as an avenue for potential investment growth. This phenomenon has given rise to a debate over Unit…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Nippon India Multi Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Nippon India Multi Cap Fund is a popular Multi Cap Fund that has recorded a strong improvement in its performance by holding an excessively diversified portfolio and staying put some of its…
India has a strong emphasis on science and technology, as it has become a pivotal factor in driving a country’s economic development. The sector has seen an increase in foreign investment in recent years because more and more global corporations are establishing their Research & Development (R&D) centres within the country. India is one of…
The AMFI monthly data on inflows into sub-categories of equity mutual funds sheds interesting facts about investor behaviour. In the endeavour to clock high returns, a lot of money is flowing into mid-cap funds, small-cap funds, multi-cap funds, and sector & thematic funds, without much attention given to the indicative risks involved. The graph indicates that many…
Value Mutual Fund is a sub-category of equity mutual funds that offers investors the opportunity to benefit from the growth potential of undervalued stocks. Value Mutual Funds look to discover stocks that are trading below their intrinsic/fair value but have strong fundamentals and hold them until their full value/potential is realised. Investors can consider the Systematic Investment…
The mutual fund industry in India has been growing rapidly; it is experiencing brisk growth in assets under management driven by financialisation and expectations for further penetration into an untapped growing population. In July, the prominent market indices, such as S&P BSE Sensex and Nifty 50, were soaring at their all-time highs, with the overall AUM…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC Mid-Cap Opportunities Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC Mid-Cap Opportunities Fund is a Mid Cap Mutual Fund that has recorded a strong revival, thereby becoming the leading fund within the category and effectively reaffirming its position as a top-quartile…
