Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
Why SWPs are great for regular income – Part II
April 9, 2018Why SWP Ensures regular cash flow Reinvestment risk in FD can be overcome with SWP in debt funds Tax paid is significantly lower than tax on FD interest With some…Continue Reading
FundsIndia Views: Scheme re-categorization and what it means for you
April 4, 2018You would have been receiving mails from fund houses and from us on changes in scheme categories of funds, to fit into SEBI’s newly defined categories. If you are not…Continue Reading
Why SWPs are great for regular income – Part I
April 3, 2018When you are in your salaried years, your salary will more than take care of your regular income. But there comes a time when you start depending on your investments…Continue Reading
FundsIndia Reviews: Franklin India High Growth Companies
March 29, 2018Franklin India High Growth Companies (Franklin HG), an equity fund that invests across market capitalisations, was once among those that delivered outsized returns compared to peers and the market. In…Continue Reading
FundsIndia Views: 3 reasons why you should be investing now
March 21, 2018Our observation of your investing behaviour in the past month and a half tells us that the current market volatility has spooked you. Our advisors tell us that most of…Continue Reading
Use SIPs to make the best of market sale
March 19, 2018Why do we rush to the store when there’s a sale but refrain from investing when the markets fall? If you are wondering what the connection between the two is,…Continue Reading
FundsIndia Recommends: UTI Treasury Advantage
March 14, 2018Indications on the interest rate front point to rates being in the flat to rising zone. In such a scenario, debt funds with shorter maturities can deliver well over the…Continue Reading
Don’t stop your SIPs
March 13, 2018With markets falling since February, worry over further corrections may tempt you into stopping your SIPs. But this is not the time to stop SIPs. Why? For a SIP to…Continue Reading
Budget 2018 impact – Why ELSS still scores over PPF
March 12, 2018After the 2018 budget imposed a 10% tax on long-term capital gains from equity last month, there was a debate whether ELSS still remains the best investment option to save…Continue Reading
FundsIndia Recommends: Mirae Asset India Equity
March 7, 2018Mirae Asset India Equity (earlier Mirae Asset India Opportunities) ticks all the boxes that characterize a good equity fund. One, it stays ahead of the market and peers across timeframes.…Continue Reading
