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Author Archive | Mutual Fund Research Desk

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FundsIndia explains: What to do if your AMC shuts shop

Mutual Fund Research Desk

Over the past decade, especially after many foreign players entered the Indian mutual fund space, there have been several instances of fund houses calling it quits and exiting their business…Continue Reading

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2016 – a tough year for funds and Select Funds

Mutual Fund Research Desk

If 2015 was a frustrating year for equities, 2016 was yet another. Key equity indices – Nifty or the BSE 100 have remained flat over the past 2 years. On…Continue Reading

FundsIndia explains: Why the growth option is preferable

Mutual Fund Research Desk

Over the past few weeks, we have been explaining various aspects of dividends in mutual funds. You know how a mutual fund makes dividends, what happens when a fund declares…Continue Reading

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FundsIndia Explains – Scheme Information Document (SID)

Mutual Fund Research Desk

Scheme Information Document (SID) provides investors with much of the information that you need to know about a scheme. You would have read disclaimers in mutual funds, telling you to…Continue Reading

FundsIndia Explains: What are dividend yield funds?

Mutual Fund Research Desk

Last week, in this column, we explained how mutual funds pay dividends. We had mentioned how mutual funds don’t have to pay dividends (and can’t, for that matter) unless they…Continue Reading

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FundsIndia Explains : How mutual funds pay dividends

Mutual Fund Research Desk

Many investors assume that mutual funds pay their dividend from the dividends they receive in the stocks they hold. They also ask us during corporate dividend season (post annual results),…Continue Reading

FundsIndia Explains: Why debt fund returns are not fixed

Mutual Fund Research Desk

Last week, in this column, we explained why equity fund returns are not fixed or predictable. This week, we’ll take up debt funds. You may look in askance if we…Continue Reading

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FundsIndia Explains – Why there is no fixed return in mutual funds

Mutual Fund Research Desk

When first-time investors in mutual funds approach us, the first question they ask is what is the ‘returns’ that the fund will give. As investors we all like certainty in…Continue Reading

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FundsIndia Explains: Section 80 C investments

Mutual Fund Research Desk

Reducing taxes is at the forefront of our minds. Section 80 C plays the most important role in our tax-saving efforts. The list of deductions allowed under Section 80C is…Continue Reading

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FundsIndia Explains – Systematic risk and Unsystematic risk

Mutual Fund Research Desk

In our previous posts we discussed volatility and risk and also risk adjusted returns. But what are the types of risks to a portfolio and how do you mitigate them.…Continue Reading