The precious yellow metal, gold, has played a pivotal role in socioeconomic development all around the world. It is a strategic long-term asset class that even central banks consider important for their reserve management. Gold is a liquid asset, carries no credit risk, considered to be a reserve currency, and its historical performance reveals that…
The party in the D-Street over the past few months has brought immense cheers to investors in equity mutual funds. As you may know, a steady rally in the equity market between April and July 2023 has driven Sensex and Nifty to record highs. The S&P BSE Sensex touched a peak of 67,572 on July 20, 2023, though…
Flexi Cap Mutual Fund is a sub-category of equity mutual funds that allows investors to diversify their portfolio across market caps. Diversification across the market cap, viz. large-caps, mid-caps, and small-caps can lower the impact of volatility on the portfolio and thereby generate better risk-adjusted returns. Investors can consider the Systematic Investment Plan (SIP) mode while investing in…
Investing is an essential part of your financial planning process to achieve your envisioned financial goals. The most effective way of wealth creation is through investing your money in various avenues that could increase in value over time. Making regular investments in worthy avenues instils the habit of saving and financial discipline in the long…
Three years ago, when the COVID-19 pandemic gripped the world and lockdowns were imposed, the two sectors or themes that earned the attention of the market participants were ‘Pharma & Healthcare’ and ‘IT & Technology’. Speaking of IT and technology, with a large section of the populace (barring the frontline workers) locked down at homes, the…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Quant Flexi Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Quant Flexi Cap Fund is an actively managed scheme in the Flexi Cap Fund category that follows an agile investment strategy to pick high growth potential stocks and invests in a portfolio mix of…
The NIFTY 50 and the S&P BSE Sensex reached record highs in 2023 thanks to foreign institutional investors’ appeal to the Indian stock market. Indian stocks made it through a volatile trading session without losing much ground, finishing about flat. As on August 22, 2023, the S&P BSE Sensex concluded with a drop, settling at…
The Public Sector Undertakings or PSUs have a long-standing presence in India. The sector contributes around 15% of India’s GDP. Even during the COVID-19 pandemic, the reported profits of PSUs increased to Rs 520.12 crore in 2020-21 from Rs 346.36 crore in 2019-20, as per a Comptroller and Auditor General of India (CAG) report. In FY 2022-23 as…
Large Cap Mutual Fund is a sub-category of equity mutual funds that is known for its ability to generate stable returns across market phases. Like any other category of equity mutual funds, Large Cap Mutual Funds too are susceptible to market fluctuations. However, the risk is relatively lower compared to Mid Cap Mutual Funds and Small Cap…
Among the diverse investment choices available, mutual funds stands out as the favoured option for most investors. Investing in mutual funds is the best way to diversify your assets and have experienced fund managers pick the securities for your portfolio. [Read: How to Choose Mutual Funds For Your Investment Portfolio] It is a highly flexible investment option that…
