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Author Archive | Mutual Fund Research Desk

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

FundsIndia Explains: Capital gains set off

Mutual Fund Research Desk

We covered taxation on mutual funds in detail last month, over two different posts. This week, we will go a bit more into detail, especially as many of you had…Continue Reading

FundsIndia Explains: Mutual funds and volatility

Mutual Fund Research Desk

Investors typically tend to pick a fund that has delivered the highest return in its category in the past. But can the past point-to-point performance of the fund be the…Continue Reading

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FundsIndia Explains: Why all equity funds aren’t the same

Mutual Fund Research Desk

Read a review of an equity fund or look at their ratings and you will always find a mention of large-cap or mid-cap or multi-cap. For a newbie investor, this…Continue Reading

FundsIndia Explains: Capital gains and indexation

Mutual Fund Research Desk

Over the last couple of weeks, we looked at how mutual funds are taxed. We spoke about indexation benefit being available for long term capital gains in debt funds. What…Continue Reading