Insights

Category: Mutual Fund Research

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

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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 & Sector Funds for Your Portfolio?

Jiral Mehta

Sector & 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

India Budget FY25: Focus on 3 C’s – Consolidation, Capex & Capital Gains

Jiral Mehta

Key Highlights 1. ‘Policy continuity’ with no major populist announcement despite election result 2. Continued focus on fiscal consolidation   Further reduction in fiscal deficit target to 4.9% of GDP for…Continue Reading

Wealth Conversations – July 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

Indian Equity Markets at All-Time Highs. Should you worry?

Jiral Mehta

In the last few months, Indian equity markets have rallied and reached new all-time high levels. When markets reach all-time highs, it’s normal to feel uneasy and worry that it…Continue Reading