Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
New Fund Offer – Union Focused Fund – Regular Plan-Growth
July 25, 2019Know more about the latest New Fund Offer – Union Focused Fund – Regular Plan-Growth, launched on 15th July 2019. About the fund: Union Focused Fund is an open-ended equity…Continue Reading
FundsIndia Explains: Regular Vs Direct Mutual Funds – Which is the best?
July 24, 2019When it comes to investments, people generally tend to take cautious steps. They would prefer to make informed decisions while moving forward. There is a lot of confusion involved in…Continue Reading
Changes to FundsIndia’s Select Funds
July 19, 2019Equity markets have been volatile since early last year and debt markets have been going through some turmoil since mid-2018. Not surprisingly, category average returns may look poor regardless of…Continue Reading
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
