Insights

Bhavana Acharya

Bhavana Acharya was the Deputy Head of Mutual Fund Research at FundsIndia.

Author Archive | Bhavana Acharya

FundsIndia Recommends: Invesco India Tax Plan

Bhavana Acharya

Short on time? Listen to a brief overview of this week’s review. Traditional go-to options to save on taxes are bank or post office deposits, public provident fund, or national…Continue Reading

FundsIndia Recommends: HDFC Medium Term Opportunities

Bhavana Acharya

Short on time? Listen to a brief overview of this week’s review. HDFC Medium Term Opportunities is a long-term debt fund. It earns its returns through interest accrued on the…Continue Reading

Mutual funds are betting big on the financial sector

Bhavana Acharya

Banking and financial services are the most favoured sectors for equity mutual funds, with both sectors seeing their share in equity fund AUM inching steadily higher. Data from SEBI show…Continue Reading

FundsIndia Recommends: Aditya Birla Sun Life Balanced ‘95

Bhavana Acharya

Short on time? Listen to a brief overview of this week’s review. A new entrant to the Select Funds list in our June quarter review is Aditya Birla Sun Life…Continue Reading

FundsIndia Strategies: The why and how of portfolio diversification

Bhavana Acharya

Short on time? Listen to a brief overview of this week’s review. [soundcloud url=”http://api.soundcloud.com/tracks/339133316″ params=”color=ff5500&auto_play=false&hide_related=false&show_comments=true&show_user=true&show_reposts=false” width=”100%” height=”166″ iframe=”true” /] Looking at double-digit returns in the stock market, it may seem…Continue Reading

FundsIndia Recommends: ICICI Prudential Value Discovery

Bhavana Acharya

  Short on time? Listen to a brief overview of this week’s review. [soundcloud url=”http://api.soundcloud.com/tracks/337126332″ params=”color=ff5500&auto_play=false&hide_related=false&show_comments=true&show_user=true&show_reposts=false” width=”100%” height=”166″ iframe=”true” /] ICICI Prudential Value Discovery has long been an investor favourite.…Continue Reading

Mid and small cap funds turning wary of small-cap stocks

Bhavana Acharya

Small-cap stocks have been the market favourite for four years now. Funds focused on this market segment, however, are turning cautious. The proportion of their portfolios invested in small-cap stocks…Continue Reading

FundsIndia Recommends: Parag Parikh Long Term Value Fund

Bhavana Acharya

When we reviewed Parag Parikh Long Term Value last year, the fund had just crossed the 3-year milestone. In our review for the quarter ending June 2017, we included the…Continue Reading

Equity funds are shunning software stocks

Bhavana Acharya

That the software sector is struggling is old news. Software results declared so far aren’t inspiring either. One AMC expanded the scope of its IT fund, while another plans to…Continue Reading

FundsIndia Recommends: Birla SL Floating Rate Fund – Long Term Plan

Bhavana Acharya

Ultra short-term funds are useful vehicles to park money you need a few months down the line, to add to your emergency corpus, or to set up systematic withdrawals post…Continue Reading