Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
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
FundsIndia Strategies: Liquid or Arbitrage funds for short-term money?
May 29, 2019When you look at low-risk options for parking short-term money, liquid funds are often opted for. But the tax-conscious amongst you often ask us if you should go for arbitrage…Continue Reading
FundsIndia Strategies – Post election moves
May 24, 2019Concerns over election outcomes have gripped stock markets from November last year. With the outcome now pointing to a clear single-party majority for the ruling BJP, it puts to rest…Continue Reading
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
