Insights

Category: Simply Important

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FundsIndia explains: Investing in gold

Mutual Fund Research Desk

You’re busy with new clothes, gadgets, and crackers galore this festive season. It’s also that auspicious time for you to add to your gold hoarding. But if your intention is…Continue Reading

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FundsIndia explains – Structure of mutual funds in India

Mutual Fund Research Desk

Over the last couple of months we have been looking at various aspects mutual funds, whether it is about their portfolio or performance or how to compare them. We however…Continue Reading

FundsIndia explains: What is an NFO?

Mutual Fund Research Desk

Expanding into New Fund Offer, an NFO is the launch of a new mutual fund by an asset management company. Here’s what you should know about NFOs. An NFO is…Continue Reading

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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