Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
Simple rules to make your portfolio work better
July 31, 2017If you are following your money resolution for the year, keep up the tempo! We would like you to add a few more resolutions – if they are already not…Continue Reading
Mid and small cap funds turning wary of small-cap stocks
July 28, 2017Small-cap stocks have been the market favourite for four years now. Funds focused on this market segment, however, are turning cautious. The proportion of their portfolios invested in small-cap stocks…Continue Reading
FundsIndia Recommends: Parag Parikh Long Term Value Fund
July 26, 2017When we reviewed Parag Parikh Long Term Value last year, the fund had just crossed the 3-year milestone. In our review for the quarter ending June 2017, we included the…Continue Reading
FundsIndia explains: Should you invest in mid-cap funds?
July 24, 2017With the Nifty Freefloat Midcap 100 delivering 28% in the last one year, against the Nifty 50’s relatively modest 17%, midcap funds are the first choice for many investors. What…Continue Reading
FundsIndia Reviews: UTI Transportation and Logistics Fund
July 19, 2017When we last reviewed UTI Transportation and Logistics fund (UTI T&L fund) in 2014, we mentioned that a sustained low inflation and low interest rate scenario would boost prospects for…Continue Reading
Equity funds are shunning software stocks
July 14, 2017That the software sector is struggling is old news. Software results declared so far aren’t inspiring either. One AMC expanded the scope of its IT fund, while another plans to…Continue Reading
Changes to FundsIndia’s Select Funds list
July 12, 2017FundsIndia’s Select Funds is a list of consistent-performing funds that you can invest in today. Spread across categories, this list helps narrow down investment choices from the hundreds of funds…Continue Reading
Why it is important to stay invested in equity
July 10, 2017We have always maintained that if an investor has to generate inflation beating returns that aids in creating wealth over long term, one has to stay invested in equities through…Continue Reading
FundsIndia Reviews: DSP BlackRock Focus 25
July 5, 2017DSP BlackRock Focus 25 (DSP BR Focus 25) is a large-cap equity fund with a concentrated portfolio of 25-30 stocks. With a return of 17.8 per cent annually in the…Continue Reading
FundsIndia Explains: What downside containment is, and why it is important
July 3, 2017Most of you will be worried about potential corrections at this point. This makes it a good time to discuss how your fund manages bearish markets, or, in other words,…Continue Reading
