Insights

Author Archive | Mutual Fund Research Desk

line

Why you should not invest in equity funds for dividends

Mutual Fund Research Desk

We have seen investors invest in a fund because the fund is expected to declare dividends. They also opt for dividend option as a means of regular cash flows. We…Continue Reading

FundsIndia explains: Credit Opportunity Funds

Mutual Fund Research Desk

A couple of weeks ago, we had covered in detail the accrual strategy. To recap, an accrual strategy involves making returns through interest income on bonds held, and not through…Continue Reading

line

FundsIndia explains: Dynamic Bond funds

Mutual Fund Research Desk

Dynamic bond funds are a category of debt funds meant for medium to long-term holding. They invest in various types of bonds that include gilts and corporate bonds with varying…Continue Reading

FundsIndia explains: Short-term and Income funds

Mutual Fund Research Desk

Short-term and income funds are both versions of debt funds. Both categories derive their returns from accrual, but the instruments they invest in are different and their role in your…Continue Reading

line

FundsIndia Explains : Short-term and long-term gilt funds

Mutual Fund Research Desk

What they are? Where they invest? Gilt funds are debt mutual fund schemes that invest in government issued bonds and securities of varying maturities. The various types of gilt funds…Continue Reading

line

Changes to FundsIndia’s Select Funds list

Mutual Fund Research Desk

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

FundsIndia explains: Arbitrage and equity savings funds

Mutual Fund Research Desk

Under the equity umbrella, the standard mutual fund categories are large-cap, diversified, mid-cap and small-cap funds, and balanced funds. These funds are suited for all investors, depending on their risk…Continue Reading

line

FundsIndia explains : What are liquid funds

Mutual Fund Research Desk

Liquid funds – another category of debt mutual fund is considered the least risky and is often quoted as a good alternative to savings account, to park your surplus. Let…Continue Reading

FundsIndia explains: Balanced funds

Mutual Fund Research Desk

Balanced funds are those funds that invest the majority of their portfolio in stocks and the rest in fixed-income instruments. A balanced fund thus straddles two asset classes – equity…Continue Reading

line

FundsIndia explains: What are diversified or multi-cap funds?

Mutual Fund Research Desk

Over the past few weeks we discussed about large-cap funds and mid-cap funds. There is another category of equity funds that falls between these two – they are called diversified/multi-cap…Continue Reading