Insights

Author Archive | Mutual Fund Research Desk

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

FundsIndia explains: Active sector bets

Mutual Fund Research Desk

When we look at some of the mutual fund factsheets or market presentations or listen to a fund manager speak, we often come across the term Overweight/Underweight a sector or…Continue Reading

FundsIndia explains: What is a value fund?

Mutual Fund Research Desk

If you’re a savvy shopper, you wait for discount seasons during the year to buy that new television, phone, fancy shoes or clothes. You get the same good performance or…Continue Reading

Changes to FundsIndia’s Select Funds List

Mutual Fund Research Desk

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

FundsIndia Explains: Compounded annual growth rate (CAGR)

Mutual Fund Research Desk

Some time ago, we looked at what compounding is all about and how your money multiplies under compounding . When money compounds over several years, the finance world use a…Continue Reading

FundsIndia Explains: What is consistency?

Mutual Fund Research Desk

Any day is a good day for investing in a mutual fund. And whenever you invest, you need your fund to deliver well – i.e., generate returns better than the…Continue Reading

FundsIndia Explains: Sharpe ratio

Mutual Fund Research Desk

Couple of weeks ago we looked at volatility and consistency of returns of a mutual fund and how to choose a mutual fund based on these parameters. We discussed about…Continue Reading