Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
FundsIndia Reviews: NFO of DSP Quant Fund
May 22, 2019An NFO that’s currently open is DSP Quant, a differentiated offering from DSP fund house. DSP Quant is an equity fund that will pick stocks based on quantitative models. In…Continue Reading
Where have Mutual Funds been investing
May 20, 2019Last week, we analysed the distribution of FII inflows into equities. Unlike FIIs, which were net sellers in 9 out of 10 months, mutual funds (MFs) turned out to be…Continue Reading
FundsIndia Views: What is bad news and when to sell your fund
May 15, 2019The recent spate of negative news in the debt space, with the downgrading of debt papers of some banks and NBFCs, may have caused you to panic. What’s more, for…Continue Reading
Low-risk hybrid MF options – how they differ
May 6, 2019Hybrid funds combine the growth prospects of equity with the stability of debt to try to deliver returns with lower volatility. Among hybrid funds – those with a bias for…Continue Reading
NFO: Principal Small Cap Fund
May 3, 2019This is about an interesting new fund offer – Principal Small Cap Fund, an equity mutual fund that invests in smallcap stocks. While we’re usually wary with NFOs, we believe…Continue Reading
FundsIndia Recommends: L&T Midcap
May 2, 2019L&T Midcap is an achiever on three counts. One, it returns better than the market during rallies while also containing losses on corrections. Two, it delivers among the best risk-adjusted…Continue Reading
The 2019 stock market rally explained
April 29, 2019Investors were in for a reality check post a dream run of 2017, with most stocks falling sharply through 2018. But since February this year, markets took a turn upwards.…Continue Reading
FundsIndia Recommends: Kotak Emerging Equity Scheme
April 24, 2019If you are an aggressive investor and building a long-term portfolio, this may be a good time to invest in a midcap fund like Kotak Emerging Equity. This aggressive fund…Continue Reading
One Year of Re-Categorisation: Looking back
April 22, 2019Last year around this time, SEBI had come out with standardised categories for funds to follow. That meant existing funds also had to fit into one of the categories. With…Continue Reading
Changes to FundsIndia’s Select Funds List
April 17, 2019It has been a year since the SEBI-mandated categorization exercise first began. The dust from the changes made by AMCs has since settled and there is more clarity now on…Continue Reading
