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Author Archive | Mutual Fund Research Desk

Understanding SEBI’s new fund categories

Mutual Fund Research Desk

In a move to make choices for investors simpler, SEBI came out with categories with defined criteria. This means that funds within a category will henceforth be mandated to stick…Continue Reading

How long should you run your SIP?

Mutual Fund Research Desk

Last week I was talking to a friend from another profession.  He wanted some financial advice from me. I asked him all the usual questions an advisor would ask to…Continue Reading

understanding_risk

FundsIndia Explains: What is Risk

Mutual Fund Research Desk

In the context of any investment product and specifically mutual funds, we often use the term ‘risk’. Risk acquires different meanings to different people. They also assign such meaning differently…Continue Reading

We've made some changes to the FundsIndia research recommended Select Funds mutual fund list

Changes to FundsIndia’s Select Funds

Mutual Fund Research Desk

These are changing times for mutual funds. In October 2017, SEBI came up with two important rules: one, it defined the categories of funds AMCs are allowed to hold and…Continue Reading

“Consumption is relatively less risky in uncertain times”

Mutual Fund Research Desk

The consumption sector has been consistently delivering on the earnings growth front. With the growth drivers for the consumption theme already visible, it is relatively less risky in the times…Continue Reading

FundsIndia Explains: Change in fundamental attributes of a fund

Mutual Fund Research Desk

SEBI’s mandate to categorise funds into specific buckets has resulted in a number of AMCs coming out with changes in their funds. With a wave of changes coming in, you…Continue Reading

FundsIndia Explains: Rebalancing a Mutual Fund Portfolio

Mutual Fund Research Desk

When you start to invest in Mutual Funds, you build a diversified, asset-allocated portfolio. This allocation is based on your goal timeline, your risk appetite, and other factors. That is,…Continue Reading

New tax structure of mutual funds

Mutual Fund Research Desk

The Union Budget 2018 has changed taxation rules for equity-oriented mutual funds. Taxation of all other funds (debt funds, debt-oriented hybrid, gold, international, fund-of-funds) remains the same as before. Here’s…Continue Reading

Budget 2018

Budget 2018 leaves little for markets to focus on

Mutual Fund Research Desk

One of the signs of a maturing economy is that the Nation’s budget becomes just a year-end accounting and budgeting job. While India may not be there yet, that there…Continue Reading

The impact of Budget 2018 on your investments

Mutual Fund Research Desk

The Budget 2018 proposal does not seek to leave more money in your hands. But by not pleasing you much, it has sought to keep its fiscal situation from deteriorating…Continue Reading