Insights

Category: Mutual Fund Research

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

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Liquid fund returns are tapering off

Ashwini Arulrajhan

Liquid 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

Vidya Bala

DSP 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

Bhavana Acharya

Large-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

Bhavana Acharya

On 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

Bhavana Acharya

From 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

Mutual Fund Research Desk

India 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

Vidya Bala

Investors 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

FundsIndia Reviews: UTI Equity

Bhavana Acharya

Among multicap funds today, UTI Equity holds a 1-year return of 3.8% at a time when most peers and the Nifty 500 TRI are sporting losses. This is a far…Continue Reading

FundsIndia Recommends – Aditya Birla Sun Life Tax Relief ‘96

Bhavana Acharya

Haven’t invested enough to save taxes yet? Consider Aditya Birla Sun Life Tax Relief ’96, an ELSS fund that qualifies for deductions under Section 80C of the Income Tax Act.…Continue Reading

FundsIndia Views: The debt fund spook and what it means

Vidya Bala

The debt fund landscape is undergoing a change. And change seldom happens without disruptions.  The structure, regulation and liquidity aspects of debt instruments have been put to test in the…Continue Reading

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