Insights

Category: Mutual Fund Research

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

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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

FundsIndia Views: Equity Outlook for 2018

Bhavana Acharya

The Sensex has galloped nearly 10,000 points in the space of just over a year. This incredible run has come in even as reforms disrupted the corporate and economic recovery…Continue Reading

FundsIndia Views: 2018 Debt Market Outlook

Vidya Bala

These are extraordinary times. The equity market has rallied without earnings entirely coming on-board with hope that there would be an economic revival. The debt market on the other hand,…Continue Reading

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Changes to FundsIndia’s Select Funds list

Mutual Fund Research Desk

FundsIndia’s Select Funds is a researched list of funds across categories that you can invest in today. This list helps narrow down investment choices from the hundreds of funds there are.…Continue Reading

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FundsIndia Reviews: Mutual fund round-up for 2017

Bhavana Acharya

2017 saw equity markets give a stiff competition to the heady 2014 market, clocking in returns excess of 30%. For debt funds though, the 2017 calendar was one of second-guessing…Continue Reading

Our top ten blog posts of 2017: FundsIndia Marketplace

Mutual Fund Research Desk

‘The perfect strategy works every time; until you start using it.’ Isn’t that how it is with your investments often? What seems to be the best fund, stops being one…Continue Reading

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2017 – When mixing strategies paid off for our Select Funds

Mutual Fund Research Desk

After a frustrating 2016, the markets threw caution to the wind in 2017 and lifted many stocks whose names were last heard in the pre-2008 rally. While mutual funds too…Continue Reading

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FundsIndia Views: Why you can go wrong with point-to-point returns

Bhavana Acharya

Today, the 1-year return of BNP Paribas Midcap looks to be among the best at 40%. L&T India Value sports a 1-year return of 31.7%. On a 3-year basis too,…Continue Reading

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Should your Age Determine your Equity Allocation?

Gourav Kumar

If you are investing in mutual funds, you might have heard people talk about portfolio allocation. It is often advised to keep your equity allocation at 100 minus your age.…Continue Reading