Over the past few years, the Indian equity market has undergone significant growth and changes; Mutual Funds have been the most preferred investment option amongst investors compared to other traditional instruments. According to AMFI data, the Average AUM of the Indian Mutual Fund Industry has grown substantially from Rs 8.11 trillion as on June 30, 2013,…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Kotak Small Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Kotak Small Cap Fund is a Small Cap Fund that has registered exceptional growth in the last few years and currently stands among the top quartile performers over long-term time frames.…
The monsoon season brings a cold breeze, luscious greenery, and challenges. Similar to this, economic downturns may make the atmosphere of your investment portfolio turbulent. But don’t worry! We can manage the choppy seas of economic downturns and emerge stronger, just as nature adjusts and flourishes during the monsoon. In my previous article, I have…
Mutual Funds have gained immense popularity over the past decade due to the variety of options (catering to the needs of every investor) plus, owing to the fact that they have delivered better returns than some of the traditional investment instruments, particularly bank fixed deposits. During the last quarter, for example, bank fixed deposits reported…
The Systematic Investment Plan (SIP) is the preferred mode of investment for many equity mutual fund investors. Investing via SIP has enabled many investors to earn significant returns in the long run. In the last 10 years, around 12 mutual fund schemes generated SIP returns of 20%, thus turning out to be top-performing schemes. The top-performing SIP generated XIRR…
“Real estate investing, even on a very small scale, remains a tried and true means of building an individual’s cash flow and wealth,” says Robert Kiyosaki, the author of the bestseller ‘Rich Dad, Poor Dad‘ and a celebrated investor who made millions of dollars investing in real estate. Real estate or property investment over the last few…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed SBI Bluechip Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. SBI Bluechip Fund is a popular Large Cap Mutual Fund known for its multi-bagger bets. It has currently found a spot among top quartile performers in the category after witnessing a prolonged…
India has thrived in a slow-growing global environment by providing an opportunity for macroeconomic growth that is sustainable. Markets have risen since April 2023 as a result of a steady macroeconomic outlook and low crude oil prices. The Q4 results for FY 2022-23 were likewise positive, demonstrating that demand was still gaining pace. The Indian…
The latest data from the Association of Mutual Funds in India (AMFI) reveals that the Large Cap Mutual Fund category experienced the second consecutive month of net outflows. The outflows in the Large Cap Mutual Fund category stood at Rs 2,050 crore in June 2023 and Rs 1,362 crore in May 2023. The cumulative outflows in the Large Cap Mutual…
The exuberant mood at Dalal Street is pushing Indian equities to new lifetime highs. A variety of factors have bolstered investors’ confidence, and the realised volatility has reduced. The bellwether index, i.e., the S&P BSE Sensex, along with the one representing smaller companies — the S&P BSE Midcap Index and the S&P BSE Smallcap Index…
