Insights

Category: Mutual Fund Research

Observations, recommendations and insights, straight from our Mutual Fund Research Desk

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Should you manually time your long term lumpsum investments?

Jiral Mehta

Does Timing Your Equity Investments Really Matter? When it comes to investing new money in equity markets, the allure of waiting for the “perfect moment” — the bottom of a…Continue Reading

Wealth Conversations – December 2024

Mutual Fund Research Desk

FundsIndia’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?

Jiral Mehta

What 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

Jiral Mehta

History 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

Mutual Fund Research Desk

FundsIndia’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?

Jiral Mehta

Whenever 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

Wealth Conversations – October 2024

Mutual Fund Research Desk

FundsIndia’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

Wealth Conversations – September 2024

Mutual Fund Research Desk

FundsIndia’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 Consider Thematic And Sector Funds for Your Portfolio?

Jiral Mehta

Sector and Thematic funds are becoming popular… Over the past 12 months, more than 1/3rd of equity mutual fund net inflows have gone into sector and thematic funds.  It’s now…Continue Reading

Wealth Conversations – August 2024

Mutual Fund Research Desk

FundsIndia’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