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Author Archive | Mutual Fund Research Desk

“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

Why SIP when markets are going higher

Mutual Fund Research Desk

Systematic Investment Plan (SIP) enables you to buy mutual fund units periodically. Rupee-cost averaging is one of the widely known benefits of a SIP. Instead of buying 10 units at…Continue Reading

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FundsIndia Explains: What it means to own equity funds

Mutual Fund Research Desk

Have you ever wondered why equity is universally acknowledged as an asset that delivers superior returns over other asset classes such as debt or gold in the long term? The…Continue Reading

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Changes to FundsIndia’s Select Funds list

Mutual Fund Research Desk

FundsIndia’s Select Funds is a researched list of funds across categories that you can invest in today. This list helps narrow down investment choices from the hundreds of funds there are.…Continue Reading

Avoid these top three investment mistakes in 2018

Mutual Fund Research Desk

Irrational decisions can get accentuated when markets too act quirky. As your advisors we observed that many of you, especially those who entered mutual funds in the past 18 months,…Continue Reading