Insights

Category: Mutual Fund Research

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

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Why invest in IPru Focused BlueChip fund and who is it suitable for?

FundsIndia Recommends: ICICI Prudential Focused Bluechip Equity

Vidya Bala

If you are new to equity funds and are investing for the long term, then a fund like ICICI Pru Focused Bluechip Equity (ICICI Pru Focused) can be part of…Continue Reading

“This year is likely be a more normal year with occasional corrections, unlike 2017”

Bhavana Acharya

Particularly compared to last year- this year is likely to be more volatile, says Harshad Patwardhan, CIO – Equity, Edelweiss Asset Management. He also expects earnings recovery to be led by rural…Continue Reading

Budget 2018 impact: Dividend distribution tax on equity funds

Gourav Kumar

Budget 2018 imposed a 10% tax on long-term capital gains from equity funds. This apart, the budget also proposed that dividends paid out by equity funds be taxed at 10%.…Continue Reading

View image to see why we recommend this fund and for whom

FundsIndia Recommends: DSP BlackRock Opportunities

Bhavana Acharya

Opportunistic is a good way to describe DSP BlackRock Opportunities (DSPBR Opportunities). This equity fund aims at identifying stocks with potential, booking profits in them quickly, and moving on to…Continue Reading

Stock markets trending upward

Budget 2018 Impact: Are equity funds still attractive?

Ashwini Arulrajhan

While there was much talk about bringing back the Long Term Capital Gains tax on equity instruments, the Union Budget 2018 still managed to surprise us by the way in…Continue Reading

FundsIndia Recommends: Reliance Medium Term Fund

Vidya Bala

Investors with a minimum 2-year time frame and with some risk appetite can consider investing in a short-term debt fund like Reliance Medium Term. Given the present high yield scenario,…Continue Reading

FundsIndia Views: Why markets fell and what you should do

Bhavana Acharya

On Tuesday morning, stock market investors woke up to a sea of red. The Sensex plunged 1000 points in a matter of minutes. The Nifty 50 was down 3%. The…Continue Reading

Budget 2018

Budget 2018 leaves little for markets to focus on

Mutual Fund Research Desk

One of the signs of a maturing economy is that the Nation’s budget becomes just a year-end accounting and budgeting job. While India may not be there yet, that there…Continue Reading

The impact of Budget 2018 on your investments

Mutual Fund Research Desk

The Budget 2018 proposal does not seek to leave more money in your hands. But by not pleasing you much, it has sought to keep its fiscal situation from deteriorating…Continue Reading

FundsIndia Recommends: Aditya Birla Sun Life Short Term Fund

Vidya Bala

In our Debt outlook for 2018, earlier this month, we discussed about the need for an income accrual strategy going forward. At this point in time, we think such a…Continue Reading