Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
FundsIndia Recommends: Axis Banking & PSU Debt
April 11, 2019Amidst all the risks that transpired in the debt space, in the last 6 months, Axis Banking & PSU Debt was among the few funds that remained steady and unhurt…Continue Reading
Returns of debt funds are trending up
April 8, 2019Last week, we wrote on liquid fund returns and how the high returns of 2018 have begun sliding. This trend is both on account of an abnormal credit situation easing…Continue Reading
FundsIndia Recommends: Mirae Asset India Equity
April 3, 2019Mirae Asset India Equity is among the steadiest equity funds. It beats the broad-market Nifty 500 TRI index all the time in any 3-year period since its inception. The average…Continue Reading
Liquid fund returns are tapering off
April 1, 2019Liquid funds sported high returns through 2018, thanks to higher interest rates and bond yields and a liquidity crunch in the later part of the year. But returns for these…Continue Reading
FundsIndia Recommends: DSP Equity Opportunities
March 27, 2019DSP Equity Opportunities fund has traditionally been a volatile, opportunistic fund that can swing either way, heavily, in the short term. This large & midcap equity fund had one such…Continue Reading
FundsIndia Recommends: Invesco India Growth Opportunities
March 13, 2019Large-and-midcap funds play a unique role in a portfolio. They straddle the middle ground between midcap funds and multicap funds. In this category, Invesco India Growth Opportunities is a good…Continue Reading
Why hybrid aggressive funds underperformed large-cap funds
March 11, 2019On a 1-year basis, hybrid aggressive funds are in the low single digits at just 1.2% on an average. Not just that, the category was clocking 1-year losses in preceding…Continue Reading
FundsIndia Recommends: Franklin India Prima
March 6, 2019From the peak in January 2018, midcap stocks have been on a downward slide. The Nifty Midcap 100 TRI lost 17.7% from then till date. 4 in every 10 midcap…Continue Reading
Banks support earnings growth for the December 2018 quarter
March 4, 2019India Inc. saw a drop in profits for the December quarter. This was largely a result of exceptional losses in few large companies. For 496 out of the 500 BSE…Continue Reading
FundsIndia Reviews: UTI Transportation and Logistics Fund
February 27, 2019Investors with a penchant for risk and those who do not have exposure to thematic funds can consider limited exposure (5-10% of total equity) to UTI Transportation and Logistics Fund…Continue Reading
