Insights

Category: Mutual Fund Basics

Fundamentals and key attributes of Mutual Funds as well as the industry at large

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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

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

7 years of earning India’s trust

Founders of FundsIndia

Seven years ago on this day, we had launched FundsIndia.com with a dream – to make investing in mutual funds simple. Seven years ago, the challenges were many. The online…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