Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
FundsIndia Views: SEBI’s new categories – what’s changing in your debt funds
May 16, 2018Last week, we discussed changes in equity funds as AMCs get into full swing in redefining categories based on SEBI’s new rules. This week we’ll take up the changes involved…Continue Reading
FundsIndia Views: SEBI’s new categories – what’s changing in your equity funds
May 9, 2018A month ago, we wrote about what SEBI’s scheme re-categorization means for you. Now, with a good chunk of the changes announced by AMCs, we’d like to get into what…Continue Reading
Step by step guide to goal based investing
May 7, 2018Most of you save without attributing those savings to specific requirements you may have. When you save towards specific goals or aspirations it is called goal based investing. You may…Continue Reading
FundsIndia Views: HDFC Balanced is merging. Should you worry?
May 2, 2018For investors in HDFC Balanced fund, last week dropped what seemed a bombshell. HDFC Balanced is merging into another fund. Is this worrisome? What changes in the fund? Should you…Continue Reading
FundsIndia Views: Why people are exiting their real estate investments
April 25, 2018When there is a trend to the behavioural pattern of our investors, we like to understand it. The current trend we are observing in our investors and many around us…Continue Reading
Changes to FundsIndia’s Select Funds
April 20, 2018These are changing times for mutual funds. In October 2017, SEBI came up with two important rules: one, it defined the categories of funds AMCs are allowed to hold and…Continue Reading
FundsIndia Recommends: DSP BlackRock Credit Risk Fund
April 11, 2018In its monetary policy last week, the Reserve Bank held policy rates, lowered inflation forecasts but still cited several risks to inflation. A couple of weeks prior, the government announced…Continue Reading
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
