Insights

Category: Mutual Fund Research

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

line

Decoding Equity Savings Funds: Are They Right For You?

Shrinath M L

An edited version of this article was originally published in Financial Express. Click here to read it. In our previous blog, we had talked about evaluating Equity Savings Funds as a debt…Continue Reading

Wealth Conversations – June 2023

Mutual Fund Research Desk

FundsIndia’s Wealth Conversations is a visual curation of super interesting investment insights with a focus on Equity, Debt, Gold, Real Estate, Asset Allocation and Diversification. This can help you set…Continue Reading

Does it make sense to invest in debt funds now?

Shrinath M L

Here are the returns of debt funds in recent years… One look at this table tells us that the past returns are not great!   And with the recent change…Continue Reading

How Should You Respond To All-Time Highs In Indian Equity Markets?

Jiral Mehta

In the last few weeks, Indian equity markets have recovered (up around 7-8%) and are close to their previous all-time high levels. When markets reach all-time highs, it’s normal to…Continue Reading

Wealth Conversations – May 2023

Mutual Fund Research Desk

FundsIndia’s Wealth Conversations is a visual curation of super interesting investment insights with a focus on Equity, Debt, Gold, Asset Allocation and Diversification. This can help you set the right…Continue Reading

The Art of Navigating Bear Markets: Real-Time Lessons from the US

Arun Kumar

A version of this article was originally published in Live Mint.  Click here to read it. When equity markets fall, there is always a temptation to exit equities for the time being…Continue Reading

Invest or Pay Off Debt? Discover Which Option is Best for You

Jiral Mehta

If you’re paying off a loan (say a home or car loan) and suddenly find yourself with some extra cash, you might be wondering whether to put it towards paying…Continue Reading

Wealth Conversations – April 2023

Mutual Fund Research Desk

FundsIndia’s Wealth Conversations is a visual curation of super interesting investment insights with a focus on Equity, Debt, Gold, Asset Allocation and Diversification. This can help you set the right…Continue Reading

Should you be worried about your underperforming funds?

Shrinath M L

A version of this article was originally published in Mint Genie. Click here to read it. We carefully select good funds and build a portfolio around them. But sometimes, some of these…Continue Reading

A Time-Sensitive Investment Opportunity In Debt Funds (Invest Before 31-Mar-23)

Shrinath M L

Debt Fund Yields are Attractive RBI has been increasing interest rates since May 2022 to reduce inflation  Cumulatively, the repo rate has been raised by 250 bps so far As…Continue Reading