Bhavana Acharya
Bhavana Acharya was the Deputy Head of Mutual Fund Research at FundsIndia.
FundsIndia Recommends: HDFC Capital Builder Value
June 19, 2019Markets have given up their post-election euphoria and are factoring in global concerns. In this volatility, aggressive investors can go for midcaps and smallcaps as opportunities are ripe. But for…Continue Reading
FundsIndia explains: Downgrade, default, and write-offs in debt funds
June 17, 2019Last week, several debt funds dropped significantly on a 1-day basis, because of write-offs due to default. Then there were write-backs in some funds. What’s going on? What happens when there…Continue Reading
FundsIndia Recommends: L&T Midcap
May 2, 2019L&T Midcap is an achiever on three counts. One, it returns better than the market during rallies while also containing losses on corrections. Two, it delivers among the best risk-adjusted…Continue Reading
Returns of debt funds are trending up
April 8, 2019Last week, we wrote on liquid fund returns and how the high returns of 2018 have begun sliding. This trend is both on account of an abnormal credit situation easing…Continue Reading
FundsIndia Recommends: Mirae Asset India Equity
April 3, 2019Mirae Asset India Equity is among the steadiest equity funds. It beats the broad-market Nifty 500 TRI index all the time in any 3-year period since its inception. The average…Continue Reading
FundsIndia Recommends: Invesco India Growth Opportunities
March 13, 2019Large-and-midcap funds play a unique role in a portfolio. They straddle the middle ground between midcap funds and multicap funds. In this category, Invesco India Growth Opportunities is a good…Continue Reading
Why hybrid aggressive funds underperformed large-cap funds
March 11, 2019On a 1-year basis, hybrid aggressive funds are in the low single digits at just 1.2% on an average. Not just that, the category was clocking 1-year losses in preceding…Continue Reading
FundsIndia Recommends: Franklin India Prima
March 6, 2019From the peak in January 2018, midcap stocks have been on a downward slide. The Nifty Midcap 100 TRI lost 17.7% from then till date. 4 in every 10 midcap…Continue Reading
FundsIndia Reviews: UTI Equity
February 20, 2019Among multicap funds today, UTI Equity holds a 1-year return of 3.8% at a time when most peers and the Nifty 500 TRI are sporting losses. This is a far…Continue Reading
FundsIndia Recommends – Aditya Birla Sun Life Tax Relief ‘96
February 6, 2019Haven’t invested enough to save taxes yet? Consider Aditya Birla Sun Life Tax Relief ’96, an ELSS fund that qualifies for deductions under Section 80C of the Income Tax Act.…Continue Reading
