Insights

Category: Mutual Fund Research

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

line

FundsIndia Reviews: Franklin India High Growth Companies

Bhavana Acharya

Franklin 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

Vidya Bala

Our 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

Ashwini Arulrajhan

Why 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

Bhavana Acharya

Indications 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

Correcting markets are the best time to average using a SIP

Don’t stop your SIPs

Bhavana Acharya

With 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

Gourav Kumar

After 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 - a large-cap oriented equity fund that scores high on consistency and risk-adjusted returns

FundsIndia Recommends: Mirae Asset India Equity

Bhavana Acharya

Mirae 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

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 all fonts in this project