Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
Wealth Conversations – February 2025
February 8, 2025FundsIndia’s Wealth Conversations is a visual curation of super interesting investment insights with a focus on Equity, Debt, Gold, Real Estate, Asset Allocation and Diversification. This can help you set…Continue Reading
India Budget FY26: Fiscal Prudence, Friendly Taxation, Flat Capex
February 3, 2025Key Highlights 1. Fiscal Consolidation on track Reduction in fiscal deficit target to 4.4% of GDP for FY 26 vs 4.5% that was earlier announced – in line with fiscal…Continue Reading
5 Finger Framework Your All Seasons Equity Portfolio Strategy – 5 Year Update
January 29, 2025Here is a recap of how the strategy was designed and the thought process behind it. What is the challenge in building an equity portfolio using mutual funds? Building an…Continue Reading
Wealth Conversations – January 2025
January 13, 2025FundsIndia’s Wealth Conversations is a visual curation of super interesting investment insights with a focus on Equity, Debt, Gold, Real Estate, Asset Allocation and Diversification. This can help you set…Continue Reading
Should you manually time your long term lumpsum investments?
January 2, 2025This article was originally published in Financial Express. Click here to read it Does Timing Your Equity Investments Really Matter? When it comes to investing new money in equity markets, the allure of…Continue Reading
Wealth Conversations – December 2024
December 10, 2024FundsIndia’s Wealth Conversations is a visual curation of super interesting investment insights with a focus on Equity, Debt, Gold, Real Estate, Asset Allocation and Diversification. This can help you set…Continue Reading
Are Arbitrage Funds right for you?
December 9, 2024What are Arbitrage Funds? Arbitrage Funds are Debt Oriented Hybrid Funds which invest in a mix of Arbitrage and Debt/FDs. They usually have 65-75% of their portfolio in ‘Arbitrage’ investments…Continue Reading
Winning Funds, Losing Streaks: Decoding the Mystery of Short-Term Underperformance
November 12, 2024History shows that investing in well-managed, diversified equity funds has led to good return outcomes over the long run. Yet, very few investors actually stick to these funds for the…Continue Reading
Wealth Conversations – November 2024
November 11, 2024FundsIndia’s Wealth Conversations is a visual curation of super interesting investment insights with a focus on Equity, Debt, Gold, Real Estate, Asset Allocation and Diversification. This can help you set…Continue Reading
Should you wait for a market correction?
October 15, 2024Whenever you have money to invest in equities, a nagging thought inevitably comes up. “Feels like markets could correct from here. Maybe I should wait and invest after a 10%…Continue Reading
