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Author Archive | Mutual Fund Research Desk

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All you wanted to know about ELSS funds

Mutual Fund Research Desk

You have a choice of several investments under the Section 80 C’s capacious umbrella, in order to cut tax payments. Among these is ELSS, or equity-linked savings schemes. Here’s all…Continue Reading

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Stay Invested During Downturns for Bigger Gains

Mutual Fund Research Desk

When markets are doing well, it not only attracts new investors but also motivates exiting investors to stay invested. But stock markets do not move upward always. What happens when…Continue Reading

FundsIndia explains: What are absolute returns

Mutual Fund Research Desk

“My investment in that Bombay house grew to Rs.85 lakhs from when I bought it back in 2000 for just Rs.25 lakhs. My investment has tripled!” That’s a declaration that…Continue Reading

FundsIndia explains: what to do when your scheme merges

Mutual Fund Research Desk

In the wake of SEBI’s recent proposal to categorise mutual funds and rationalise the number of funds there are, scheme mergers are inevitable. So what happens when a scheme you…Continue Reading

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Changes to FundsIndia’s Select Funds list

Mutual Fund Research Desk

With SEBI’s recent circular on fund categorization (read about it here), we are happy to let you know that at FundsIndia’s research, we have followed a structured methodology to categorise…Continue Reading

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What SEBI’s circular on scheme category definitions implies

Mutual Fund Research Desk

For all open-ended schemes, SEBI has issued a circular that defines the characteristics of each mutual fund category across equity, debt, and hybrid schemes. Following is the background leading up…Continue Reading

FundsIndia explains: Accrual and duration in debt funds

Mutual Fund Research Desk

If you read our articles that talk about debt funds, you would find a mention of the terms accrual or duration, or both. These terms are the strategies debt funds…Continue Reading

FundsIndia Explains: Rolling Returns – What is it and how it is used

Mutual Fund Research Desk

When we analyse funds, rolling return is one of the key metrics we look at. You would have noticed it in most of our fund reviews and recommendations. Read on…Continue Reading

What to do with your fund when a correction happens

Mutual Fund Research Desk

In recent times, stock markets have given us enough reasons to worry. First, there was the blistering run in July when indices hit all-time highs. Then there was concern of…Continue Reading

FundsIndia explains: What is portfolio concentration?

Mutual Fund Research Desk

Portfolio concentration is a term you would have come across in our fund reviews. We would have said that a portfolio is diffused across stocks, or, that the top ten…Continue Reading