Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
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
Mutual funds are betting big on the financial sector
September 8, 2017Banking and financial services are the most favoured sectors for equity mutual funds, with both sectors seeing their share in equity fund AUM inching steadily higher. Data from SEBI show…Continue Reading
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
