Insights

Arun Kumar

Arun Kumar, Head of Research at FundsIndia, has over 8 years of experience in the Indian wealth management industry. His expertise includes building investment solutions, implementing dynamic asset allocation models, mutual fund research etc.

Author Archive | Arun Kumar

Floating Rate Funds – Many a Slip Between the Cup and the Lip

Arun Kumar

What’s happening? Most debt funds (especially the ones with higher duration) have seen a dip in returns over the last 2 months as yields have gone up sharply.  The increase…Continue Reading

A Primer on Making Sense of Debt Fund Returns

Arun Kumar

In the last few weeks, you would have suddenly noticed that some of your debt mutual funds have given slight negative returns. The extent of negative returns would be different…Continue Reading

Equity Markets – What Next?

Arun Kumar

Setting Reasonable Return Expectations Every day, when I start from my home to office (a routine which I badly miss in the new “work from home” life), I roughly know…Continue Reading

The ‘Rebuilding India’ Budget

Arun Kumar

A pragmatic, bold and growth oriented budget with a focus on capital spending to revive the economy without resorting to higher taxes. Quick Summary A budget focused on investment-led growth…Continue Reading

7 Brutally Honest Questions That Answer Your Equity Exposure Dilemma

Arun Kumar

The question everyone wants an answer for… You have often heard about the adage “Buy Low – Sell High”. Now that markets are at an all-time high, shouldn’t you SELL…Continue Reading

What if your SIP had more powers? Presenting ‘Power SIP’

Arun Kumar

We have always remained strong proponents of systematic investment plans (SIPs) in equities. The reason it works over the long run is because it helps in averaging out the buying…Continue Reading

Sliding Doors, Covid-19 and the Equity SIP Investor

Arun Kumar

Have you seen the movie Sliding Doors? Sliding Doors is a 1998 romantic-comedy-drama film with a super cool plot. You can check out the trailer here to get a sense…Continue Reading

Debt Fund Returns – Setting the Right Expectation

Arun Kumar

In debt mutual funds, there are two legitimate risks that can be taken to improve returns Credit Risk – via higher exposure to borrowers with lower credit quality – implying…Continue Reading

The Great Multicap Rejig – What Should You Do?

Arun Kumar

Unless you are living under a rock, by now, your whatsapp and social media feeds would have flooded you with the latest SEBI announcement on restructuring multi-cap mutual funds. While…Continue Reading

3 Portfolio Saving Decisions To Take Before Its Too Late

Arun Kumar

Important Lesson From The Past 6 Months The past six months are a gentle reminder to the simple fact that… Predicting the markets over the short run is extremely difficult.…Continue Reading