Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
2017 – When mixing strategies paid off for our Select Funds
December 20, 2017After 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
FundsIndia Views: Why you can go wrong with point-to-point returns
December 13, 2017Today, 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
Should your Age Determine your Equity Allocation?
December 11, 2017If 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
FundsIndia Recommends: L&T India Prudence
December 6, 2017Among balanced funds, L&T India Prudence (L&T Prudence) has for long ranked near the top. Its ability to stay ahead of the balanced pack and the CRISIL Balanced Aggressive index across…Continue Reading
Is the market rally backed by fundamentals?
November 30, 2017Whether it was bank recapitalization or infrastructure spending or the recent upgrade of India by Moody’s, every opportunity has been used to propel the stock market. With the kind of…Continue Reading
FundsIndia Reviews: Invesco India Contra
November 22, 2017Short on time? Listen to a brief overview of this week’s recommendation. With a 1-year return of 38.9 percent, Invesco India Contra is among the top diversified or multi-cap funds. These…Continue Reading
New fund on offer: HDFC Housing Opportunities Fund
November 20, 2017Since 2008, housing and opportunities in housing is not an investment idea that has been much talked about in our market. Given this background, the new fund offer from HDFC…Continue Reading
FundsIndia Recommends: DSP BlackRock Tax Saver
November 15, 2017Short on time? Listen to a brief overview of this week’s recommendation. If you wish to invest for tax-saving purposes and are new to equity funds, then a less volatile, large-cap…Continue Reading
FundsIndia Views: Recapitalisation – Impact beyond the banking sector
November 8, 2017While the stock market may have cheered the announcement of bank recapitalisation instantly, we think this is more a long-drawn but game-changing play – not just for the banks but,…Continue Reading
All you wanted to know about ELSS funds
November 6, 2017You have a choice of several investments under the Section 80 C’s capacious umbrella, in order to cut tax payments. Among these is ELSS, or equity-linked savings schemes. Here’s all…Continue Reading
