Mid Cap Mutual Funds offer investors the opportunity to create significant long-term wealth. However, not all Mid Cap Mutual Funds are worthy of investment. It is vital to select only those mutual funds that focus on picking quality stocks in the mid-cap segment. In this article, we bring to you PersonalFN’s list of 5 Best Mid Cap Mutual…
A report by Brand Finance, one of the world’s leading brand valuation consultancy stated that “Amidst the post-pandemic landscape and geopolitical uncertainties, India’s top 100 most valuable brands have collectively exhibited growth, with their total value approaching $2 trillion since the last valuation on January 1, 2022,”. According to the report, the salt-to-software conglomerate Tata Group…
For a nation to walk on the path to progress and security of the people, defence plays an important role. In recent years, particularly after Russia’s invasion of Ukraine, U.S.-China strained relations, so between North Korea and South Korea, India-China, and the crisis hit Pakistan, the geopolitical risk has heightened. As per the global BlackRock Geopolitical Risk…
Welcome PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Canara Robeco Flexi Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Canara Robeco Flexi Cap Fund is a growth-oriented Flexi Cap Mutual Fund that has done reasonably well during the bull as well as the bear market phases and has rewarded investors with…
Investment in mutual funds has become popular among investors over the past several years. With the market experiencing substantial expansion and change, it becomes more important than ever to select the ideal mutual fund to optimise returns on investment. However, just investing in suitable mutual funds isn’t enough. After making an investment in mutual funds, you…
Small Cap Mutual Fund is a sub-category of equity mutual funds that is known for its very high return potential. However, they also tend to be riskier compared to most other categories due to the higher volatility, low liquidity, and higher downside risk associated with small-cap stocks. Accordingly, the Systematic Investment Plan (SIP) mode is preferable when it…
When beginning to develop an investing portfolio, investors can quickly and easily become overwhelmed by waves of options like Mutual Funds, Index Funds, and ETFs. Investors looking to invest their money are likely to recommend several investment options, including Exchange Traded Funds (ETFs) and Mutual Funds. Both ETFs and Mutual Funds have certain key characteristics…
Welcome PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Quant Tax Plan, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Quant Tax Plan is an actively managed Tax Saving Mutual Fund (ELSS) that has gained traction by registering stellar performance in the last few years to reward investors with extraordinary risk-adjusted returns. What is…
Chemical Industry is one of India’s most significant and rapidly expanding industries and plays a crucial role in the growth of nation’s economy. It provides several building blocks and raw materials for various industries, including textiles, paper, paints, soap and detergents, pharmaceuticals, and agrochemicals. Over 80,000 commercial chemical products are produced in India, and they…
In April 2020, when the world was grappling with the COVID-19 pandemic, I wrote a piece: Will Pharma Funds Prove to be the Antidote for Your Mutual Fund Portfolio. It’s been over three years since, and the S&P BSE Healthcare Index has moved impressively from March 2020 lows, indicating that pharma and healthcare as a sector has…
