Insights

Category: Simply Important

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FundsIndia Explains: Rolling Returns – What is it and how it is used

Mutual Fund Research Desk

When we analyse funds, rolling return is one of the key metrics we look at. You would have noticed it in most of our fund reviews and recommendations. Read on…Continue Reading

What to do with your fund when a correction happens

Mutual Fund Research Desk

In recent times, stock markets have given us enough reasons to worry. First, there was the blistering run in July when indices hit all-time highs. Then there was concern of…Continue Reading

FDs are not as risk free as you think

Gourav Kumar

SBI, Bank of Baroda and more recently Axis Bank cut their savings bank rate to 3.5%. This may mean that the already low FD rates may also dip further. Most…Continue Reading

FundsIndia explains: What is portfolio concentration?

Mutual Fund Research Desk

Portfolio concentration is a term you would have come across in our fund reviews. We would have said that a portfolio is diffused across stocks, or, that the top ten…Continue Reading

Simple rules to make your portfolio work better

Mutual Fund Research Desk

If you are following your money resolution for the year, keep up the tempo! We would like you to add a few more resolutions – if they are already not…Continue Reading

FundsIndia explains: Should you invest in mid-cap funds?

Mutual Fund Research Desk

With the Nifty Freefloat Midcap 100 delivering 28% in the last one year, against the Nifty 50’s relatively modest 17%, midcap funds are the first choice for many investors. What…Continue Reading

FundsIndia explains: When is it a good time to invest?

Mutual Fund Research Desk

When is it a good time to invest? But that’s a loaded question at any time, and not just in the current market mood. The answer to whether the time…Continue Reading

FundsIndia Explains: What downside containment is, and why it is important

Mutual Fund Research Desk

Most of you will be worried about potential corrections at this point. This makes it a good time to discuss how your fund manages bearish markets, or, in other words,…Continue Reading

Don’t actively manage your fund portfolio based on market themes

Mutual Fund Research Desk

‘Markets seem to be breaking past highs. Should I move out of equity? My fund has too many NBFC stocks. Should I change my fund?’ These are some of the…Continue Reading

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FundsIndia Explains: Why all mutual funds may not suit you

Mutual Fund Research Desk

Some of you ask us for best mutual funds to invest in and when we ask you for details on your time frame, the purpose of your saving and so…Continue Reading