Insights

Category: Advisory

line

FundsIndia Reviews: HDFC Top 200

Bhavana Acharya

Ever since the market got its mojo back six months ago, HDFC Top 200 has been overtaking fellow large-cap peers. The 33% it has delivered since March 2016 is better…Continue Reading

line

FundsIndia views: Ultra short-term funds – what they are and when to use

Vidya Bala

Many of you may be familiar with liquid funds. You may either be parking your surplus in them or using them for systematic transfer into equity funds. Another category of…Continue Reading

FundsIndia Recommends: UTI MIS Advantage

Bhavana Acharya

If you are looking for a place to park your money for around three years and you want higher returns without upping the risk level too much, UTI MIS Advantage…Continue Reading

FundsIndia Strategy: Where to invest your pay hike

Vidya Bala

For those of you who are beneficiaries of the 7th Pay Commission hike or any other pay hike, it’s important that you plan your spending and investing. You may not…Continue Reading

FundsIndia Recommends: Franklin India Bluechip Fund

Bhavana Acharya

If there is one fund that is perfect for a long-term portfolio, it is Franklin India Bluechip Fund. This equity fund delivers stable returns, stays true to its mandate of…Continue Reading

FundsIndia Recommends: Birla Sun Life Treasury Optimizer

Vidya Bala

Dynamic bond funds, income funds, short-term debt funds – confused about what category to invest in? If you are simply looking to invest in a debt fund for over two…Continue Reading

line

FundsIndia Strategies: How to play the debt fund space

Vidya Bala

With the interest rates of bank Fixed Deposits (FDs) moving south, we have seen increased interest in debt funds. If you have made a switch from FDs to debt funds…Continue Reading

FundsIndia Recommends: Birla Sun Life MIP II Savings 5

Vidya Bala

If you want to earn FD-plus returns with a portfolio of high-quality debt and very marginal exposure to equity, then Birla Sun Life MIP II Savings 5 (Birla Savings 5)…Continue Reading

FundsIndia Recommends: Invesco India Dynamic Equity

Bhavana Acharya

Are swift rises and steep falls in the stock market and your fund’s returns not your cup of tea? In that case, a fund that can strategically get into cash…Continue Reading

FundsIndia Views: Don’t go overboard on mid and small-cap funds

Vidya Bala

In the past few months, we have seen investors, especially new investors, simply picking funds in the mid- and small-cap category based on high returns . While we think mid-cap funds…Continue Reading