Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
Spike in gilt fund returns – should you invest?
July 16, 2019Over the past month, we have been receiving many queries from our customers about gilt funds. The sudden spurt in such queries has been caused by the high 1-year returns…Continue Reading
Budget 2019 – How it affects your investments
July 9, 2019The Union Budget of 2019 was presented in the parliament on Friday by the Minister of Finance, Nirmala Sitharaman. While there were calls for stimulating the economy in the face…Continue Reading
Key Takeaways from the Union Budget 2019
July 5, 2019This being an election year, the Union Government had only declared an interim budget in February. The final union budget 2019 was presented by the new finance minister, Nirmala Sitharaman,…Continue Reading
FundsIndia Recommends: Axis Bluechip
July 3, 2019Axis Bluechip (previously called Axis Equity) delivered 12.8% returns in the last 5 years against 12% delivered by benchmark index Nifty 100 TRI. At a time when largecap funds have…Continue Reading
Funds are cautiously betting on midcaps
July 1, 2019Since early 2018, midcaps and smallcaps have been generally bound southward. This run of falling prices comes after a record rally and pricey valuations, which had funds turning wary of…Continue Reading
FundsIndia Strategies: Conservative Hybrid Vs. Equity Savings for 1-3 years
June 26, 2019For a person looking for a low-risk mutual fund option for parking short term money, we recently took a look at the pros and cons of arbitrage funds vs. liquid…Continue Reading
Why SEBI needs to strengthen rules to protect investors in debt mutual funds
June 24, 2019Recently, a journalist asked me whether retail investors need to be more careful with their debt mutual funds, in the context of the recent credit risk issues. My reply was, ‘Can they, really?’…Continue Reading
FundsIndia Recommends: HDFC Capital Builder Value
June 19, 2019Markets have given up their post-election euphoria and are factoring in global concerns. In this volatility, aggressive investors can go for midcaps and smallcaps as opportunities are ripe. But for…Continue Reading
FundsIndia Recommends: Franklin India Smaller Companies
June 12, 2019Franklin India Smaller Companies Fund is among the less risky funds in the high-risk smallcap space. The fund showcases lower volatility and aggression compared with peers for the following reasons:…Continue Reading
Post-election Rally
June 10, 2019The much-awaited election outcome gave a positive push to the markets. After moving in a narrow range from November 2018, markets started building in a victory for the existing government…Continue Reading
