The Mid Cap Mutual Fund category turned out to be among the top performers in the diversified equity mutual fund space in the last 5 years. In the last 5 years, the Mid Cap Mutual Fund category generated average returns at a compounded annualised growth rate (CAGR) of 16.9%, while the Large Cap Mutual Fund category delivered returns at a CAGR…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed Kotak Emerging Equity Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. Kotak Emerging Equity Fund is a well-managed Mid Cap Mutual Fund that has delivered benchmark-beating returns across various market phases and rewarded investors with noteworthy risk-adjusted returns. Growth of Rs 10,000…
Mid Cap Mutual Funds and Small Cap Mutual Funds, the category of mutual funds that invest minimum of 65% of their assets respectively in mid-cap and small-cap stocks, has grabbed investors’ attention. In the last three months, the Mid Cap Mutual Fund category generated average returns of 17.4% (as of June 30, 2023), while the Small Cap Mutual Fund…
Small Savings Schemes are designed to provide low risk and less volatility, they are attractive investment options for investors, and at the same time, it mobilises revenues for national development initiatives. Small savings interest rates are set by the government but have a lag in relation to market yields on G-secs. The Government reviews the…
Whenever the equity market reaches all-time highs, many investors tend to sell their equity mutual fund units to book profit and then wait on the sidelines for an attractive entry point. Does this strategy of buying low and selling high make sense for equity mutual fund investors? Read on to know… Defying all odds, the Indian equity market witnessed positive…
The monsoon has finally arrived in India, and the bounteous rains are being welcomed with open hearts. The monsoon season has long been regarded as the month of new beginnings. It also brings a sigh of relief from the scorching heat of summer, offering respite and rejuvenation to the earth. Most importantly, rainy days are…
Welcome to PersonalFN’s weekly analysis on diversified equity mutual funds! In this issue, we have analysed HDFC Small Cap Fund, highlighting its performance, peer comparison, investment strategy, fundamentals, portfolio, and suitability. HDFC Small Cap Fund is one of the most popular schemes in the Small Cap Fund category that has bounced back with superior gains in recent years after witnessing a bout…
The World Bank, in its recent global growth outlook on June 06, 2023, said India would remain the fastest-growing economy in terms of both aggregate and per capita gross domestic product (GDP) among the largest emerging market and developing economies. India’s economic growth in the current financial year appears to be resilient; it is expected…
Systematic Investment Plans (SIPs) are among the most sought-after ways to invest in mutual funds today. This is because SIP offers many benefits like rupee cost averaging, compounding, lighter on the wallet, convenience (investors can opt for daily SIPs, weekly, monthly, quarterly, etc.) and inculcates the good habit of making regular investments to achieve the envisioned financial goals. Thus, SIPs…
Artificial Intelligence (AI) appears poised to be the driver of future technologies. The emergence of generative AI such as ChatGPT has shown the potential the technology holds — right from carrying out mental processes like judgment, problem-solving, perception, to human communication in various languages. AI is expected to change the way people shop, manage their schedules,…
