Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
FundsIndia Views: The lowdown on sector funds
November 1, 2017< p style=”text-align: justify;”> Look at the top performing funds in any year. Often, the toppers are sector-specific funds. In some years, the returns these sector funds post are far…Continue Reading
Stay Invested During Downturns for Bigger Gains
October 30, 2017When markets are doing well, it not only attracts new investors but also motivates exiting investors to stay invested. But stock markets do not move upward always. What happens when…Continue Reading
What are the benefits of investing in mutual funds?
October 27, 2017Investors are spoilt for choice when it comes to picking the best investment avenue – bank deposits, money market securities, shares, bonds, etc. Mutual Funds, owing to their well regulated…Continue Reading
FundsIndia Recommends: Invesco India Growth
October 25, 2017Short on time? Listen to a brief overview of this week’s recommendation. Open a FREE Account Now! Funds with a clear strategy in place and a sustained ability to generate excess…Continue Reading
How balanced funds have duration risk too
October 20, 2017If you thought only dynamic bond funds adjusted their portfolios to rate cycles, a look at balanced fund portfolios may throw a surprise. Traditionally, balanced funds don’t juggle their debt…Continue Reading
FundsIndia Recommends: Motilal Oswal MOSt Focused Multicap 35
October 17, 2017Short on time? Listen to a brief overview of this week’s recommendation. With a one-year return of 27%, Motilal Oswal MOSt Focused Multicap 35 soars above other diversified equity funds. The…Continue Reading
FundsIndia explains: what to do when your scheme merges
October 16, 2017In the wake of SEBI’s recent proposal to categorise mutual funds and rationalise the number of funds there are, scheme mergers are inevitable. So what happens when a scheme you…Continue Reading
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
