Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
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
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
