Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
Changes to FundsIndia’s Select Funds list
October 11, 2017With SEBI’s recent circular on fund categorization (read about it here), we are happy to let you know that at FundsIndia’s research, we have followed a structured methodology to categorise…Continue Reading
What SEBI’s circular on scheme category definitions implies
October 9, 2017For all open-ended schemes, SEBI has issued a circular that defines the characteristics of each mutual fund category across equity, debt, and hybrid schemes. Following is the background leading up…Continue Reading
What is a mutual fund and why should you invest in it?
October 7, 2017These days, you’re constantly bombarded with messages every day asking you to invest your money. Be it your parents, your friends, or ads (like AMFI’s Mutual Funds Sahi Hai series) on…Continue Reading
FundsIndia Recommends: Invesco India Tax Plan
October 4, 2017Short on time? Listen to a brief overview of this week’s review. Traditional go-to options to save on taxes are bank or post office deposits, public provident fund, or national…Continue Reading
The unrealistic retirement plans of the middle class
October 3, 2017When an acquaintance of mine did some serious home buying and child education planning with me, he refused to even discuss retirement. He felt the retirement figure I discussed was…Continue Reading
FundsIndia Views: Indian economy – are experts’ concerns overblown?
September 27, 2017Distress calls by a large section of the media and by economists on feeble GDP growth of 5.7% for the quarter ending June 2017 has spilled over into stock markets.…Continue Reading
The Bharat 22 ETF – word until now…
September 22, 2017The Finance Minister, Arun Jaitely, announced in August the creation of a new ETF – the Bharat 22 ETF. This was announced as a way for the government to divest…Continue Reading
FundsIndia Recommends: HDFC Medium Term Opportunities
September 20, 2017Short on time? Listen to a brief overview of this week’s review. HDFC Medium Term Opportunities is a long-term debt fund. It earns its returns through interest accrued on the…Continue Reading
What SEBI’s proposal to categorise and consolidates schemes can mean to you
September 18, 2017Post media reports last week, some of you sought to know what would happen to your mutual funds with SEBI’s proposal to reduce the number of schemes. Some of you…Continue Reading
FundsIndia Views: Why you need help choosing debt funds
September 13, 2017Short on time? Listen to a brief overview of this week’s review. Most of you look at returns of equity mutual funds to pick a fund to invest. When the…Continue Reading
