Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
FundsIndia Recommends: Aditya Birla Sun Life Balanced ‘95
September 6, 2017Short on time? Listen to a brief overview of this week’s review. A new entrant to the Select Funds list in our June quarter review is Aditya Birla Sun Life…Continue Reading
You don’t have to add schemes when you increase investments
September 4, 2017“I want to invest more/I want to increase my SIPs. Can you suggest good new funds that I don’t hold?” – is a question that we hear often. The key…Continue Reading
FundsIndia Views: Why your dynamic bond fund returns will not be static
August 31, 2017Short on time? Listen to a brief overview of this week’s review. In recent months, your dynamic bond fund’s annualised returns may have fallen from high double-digit returns to single-digit…Continue Reading
FundsIndia Strategies: The why and how of portfolio diversification
August 23, 2017Short on time? Listen to a brief overview of this week’s review. [soundcloud url=”http://api.soundcloud.com/tracks/339133316″ params=”color=ff5500&auto_play=false&hide_related=false&show_comments=true&show_user=true&show_reposts=false” width=”100%” height=”166″ iframe=”true” /] Looking at double-digit returns in the stock market, it may seem…Continue Reading
What to do with your fund when a correction happens
August 21, 2017In recent times, stock markets have given us enough reasons to worry. First, there was the blistering run in July when indices hit all-time highs. Then there was concern of…Continue Reading
FundsIndia Views: Reset your return expectations
August 16, 2017Short on time? Listen to a brief overview of this week’s review. [soundcloud url=”http://api.soundcloud.com/tracks/338109395″ params=”color=ff5500&auto_play=false&hide_related=false&show_comments=true&show_user=true&show_reposts=false” width=”100%” height=”166″ iframe=”true” /] With the markets delivering close to 20% returns on a year-to-date…Continue Reading
FDs are not as risk free as you think
August 14, 2017SBI, Bank of Baroda and more recently Axis Bank cut their savings bank rate to 3.5%. This may mean that the already low FD rates may also dip further. Most…Continue Reading
FundsIndia Recommends: ICICI Prudential Value Discovery
August 9, 2017Short on time? Listen to a brief overview of this week’s review. [soundcloud url=”http://api.soundcloud.com/tracks/337126332″ params=”color=ff5500&auto_play=false&hide_related=false&show_comments=true&show_user=true&show_reposts=false” width=”100%” height=”166″ iframe=”true” /] ICICI Prudential Value Discovery has long been an investor favourite.…Continue Reading
FundsIndia explains: What is portfolio concentration?
August 7, 2017Portfolio concentration is a term you would have come across in our fund reviews. We would have said that a portfolio is diffused across stocks, or, that the top ten…Continue Reading
FundsIndia Recommends: UTI Banking and PSU Debt Fund
August 2, 2017Short on time? Listen to a brief overview of this week’s review. [soundcloud url=”http://api.soundcloud.com/tracks/335931234″ params=”color=ff5500&auto_play=false&hide_related=false&show_comments=true&show_user=true&show_reposts=false” width=”100%” height=”166″ iframe=”true” /] Open a FREE Account Now! If your fixed deposits are maturing…Continue Reading
