Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
FundsIndia Recommends: HDFC Short Term Opportunities
June 21, 2017FD-beating returns, low chance of temporary negative returns and low risk of default in papers held – these summarise the key characteristics of HDFC Short Term Opportunities (HDFC ST Opportunities)…Continue Reading
FundsIndia Recommends: Franklin India Prima Plus
June 14, 2017With a 1-year return of 18.7 per cent against the Nifty 500’s 23.9 per cent, Franklin India Prima Plus‘ recent performance may have cast some doubt on whether to invest or…Continue Reading
FundsIndia Explains: Why all mutual funds may not suit you
June 12, 2017Some of you ask us for best mutual funds to invest in and when we ask you for details on your time frame, the purpose of your saving and so…Continue Reading
FundsIndia Views: Don’t go by high returns in ultra short-term funds
June 7, 2017The recent spate of credit downgrades and defaults serves to highlight a growing risk in debt funds. That risk is funds’ move into lower-quality debt as a trade-off for higher…Continue Reading
3 reasons why goal-based investing is good for you
June 7, 2017If you’ve been reading up on mutual funds lately, chances are you’ve seen people talking about ‘goals’ and ‘goal-based investing.’ So, what is goal-based investing? Put simply, it is the…Continue Reading
Why you lose money when you invest
June 5, 2017“I lost money in mutual funds. I do not wish to invest there again. I am happy with what my fixed deposits give me”. This was what a neighbour in…Continue Reading
FundsIndia Views: What to expect from GST – the ‘One India tax’
May 31, 2017The Goods and Services Tax (GST) will be a reality in India from July 1. GST can be a gamechanger in the way India does business in the long term.…Continue Reading
FundsIndia Explains: What are ultra short term funds?
May 29, 2017You know that liquid funds are useful to create emergency funds or for systematic transfers into equity funds or to temporarily park money you may need at any time. Another…Continue Reading
FundsIndia Recommends: HDFC Mid-Cap Opportunities
May 24, 2017HDFC Mid-Cap Opportunities fund (HDFC Mid-Cap), a mid-cap fund with a consistent track record, has delivered 18 percent annualised returns since its inception in June 2007. Its launch as a…Continue Reading
Why High MF NAVs should not deter you
May 22, 2017Several investors buy funds because the NAV is ‘cheap’. They are also wary of buying a fund that has a ‘high’ NAV as it may not go up much. Like…Continue Reading
