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Author Archive | Mutual Fund Research Desk

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FundsIndia explains : Top-down and bottom-up approach to portfolio construction

Mutual Fund Research Desk

You may have read about fund managers talk of a top-down or bottom-up approach to building their portfolio. Does he start with the first stock with highest weight and proceed…Continue Reading

FundsIndia Explains: What is exit load?

Mutual Fund Research Desk

Wondering how an exit load is charged? How much goes out as exit load for a fund? Here’s a quick guide. What is an exit load? An exit load is…Continue Reading

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FundsIndia explains: Fund of Funds

Mutual Fund Research Desk

A mutual fund that invests in other equity, debt, gold or foreign mutual funds is a Fund of Fund(FOF). A FOF can invest in domestic mutual funds or in international…Continue Reading

FundsIndia explains: What are MIPs?

Mutual Fund Research Desk

It is an oft-misunderstood mutual fund category. Monthly income plans (or MIPs) are debt-oriented mutual funds, which is to say that they invest at least 75-85% of their portfolio in…Continue Reading

FundsIndia Explains: Active Vs. passive management of funds

Mutual Fund Research Desk

Some of you ask us whether ETFs or index funds are a better option to mutual funds. We tell you that in the Indian context actively managed mutual funds have…Continue Reading

FundsIndia explains: Asset allocation funds

Mutual Fund Research Desk

You know there are balanced funds, which invest mostly in equity and some in debt. You know there are MIPs, which invest mostly in debt and some in equity. You…Continue Reading

What is portfolio turnover ratio?

Mutual Fund Research Desk

Does your fund change its stocks frequently? Or does it sell a lot to book profits or buy more on dips? How do you gauge these? Portfolio turnover reveals this.…Continue Reading

Simply Important: Should you choose the dividend option or the growth option?

Mutual Fund Research Desk

“Should I go for growth option or take out the dividends in my fund?” – is a question frequently asked by many of you, when venturing into mutual fund investments.…Continue Reading

What are dividend and growth options in a mutual fund?

Mutual Fund Research Desk

When we look to invest in mutual funds, we come across various options for a single fund such as growth, dividend payout and dividend reinvestment. Many investors want to know…Continue Reading

FundsIndia explains: Index funds and ETFs

Mutual Fund Research Desk

What’s the difference between HDFC Nifty ETF and HDFC Index Nifty? Well, the first is an ETF and the second is a mutual fund. They both have the same purpose…Continue Reading