Dividend Yield Mutual Funds offer you the opportunity to invest in companies that have the potential to provide growth through capital appreciation as well as regular income through dividends. In this article, we have enlisted PersonalFN’s list of the 3 best Dividend Yield Mutual Funds to invest in 2023. This article includes What are Dividend Yield Mutual Funds?…
Multi Cap Funds invest across the market cap spectrum to offer investors the benefit of diversification. During broad-based market rallies, Multi Cap Funds can potentially outperform most other categories of diversified equity mutual funds. Moreover, the large-cap component can help in offsetting the impact of volatility during uncertain and bearish market phases. Over the long run,…
In 2023, global markets are cladding ongoing challenges such as looming recession, high inflation, an unresolved dispute between Russia – Ukraine and various uncertainty. As a result, these factors consequently affect market performance and cause significant volatility. Have you ever seen surfboarders effortlessly ride the rough ocean waves? that is because they have mastered the…
Many decisions need to be made to manage your personal finances and investments as the end of the financial year 2022-23 is approaching in a few weeks. To begin with, it is crucial for mutual funds that you link your Permanent Account Number (PAN) to your Aadhaar before the end of FY 2022-23 on March 31,…
The equity market has witnessed intense volatility off late due to factors such as elevated inflation levels, fears of global slowdown, shrinking profitability of India Inc., heavy selling by foreign investors, and the more recent Adani saga. Several key equity indices are down sharply from their peaks. This has impacted returns of equity mutual funds as well. The equity…
Small Cap Mutual Funds are high risk – high return equity mutual funds. Investment in Small Cap Mutual Funds is associated with higher risk levels compared to Mid Cap Funds and Large Cap Funds as they invest in lesser-known and under-researched companies. Over the short and medium, Small Cap Funds can witness intense volatility and higher downside,…
In a letter to AMFI on February 24, 2023, Securities and Exchange Board of India (SEBI) has asked mutual funds to keep the B-30 incentive structure on hold till fund houses put a system in place that addresses the concerns of the market regulator. Do note, the mutual fund industry classifies cities into two categories:…
A magician plotted an illegitimate scheme to garner millions of Rupees quietly. When he thought he would get away with his dexterity, the market regulator called his bluff. Recently, the Securities and Exchange Board of India (SEBI) issued an Interim-order-cum-Show-cause Notice to Viresh Joshi — the prime accused in the Axis Mutual Fund front-running case…
Aggressive Hybrid Funds are hybrid mutual funds that invest predominantly in equities and equity-related instruments along with meaningful exposure to debt securities (to reduce volatility). This approach provides you with the benefit of the upside potential of equity investment at a lower risk as compared to pure equity funds. In this article, we bring to…
Large Cap Mutual Funds invest in market leaders that have the ability to generate stable returns even amidst stock market chaos. So, as a mutual fund investor, Large Cap Mutual Funds are a must in your portfolio. During an economic slowdown, Large Cap Funds tend to offer stability and witness lower downside risk compared to Mid Cap Funds…
