Insights

Category: Mutual Fund Research

Observations, recommendations and insights, straight from our Mutual Fund Research Desk

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Indian Equity Markets at All-Time Highs. Should you worry?

Jiral Mehta

In the last few months, Indian equity markets have rallied and reached new all-time high levels. When markets reach all-time highs, it’s normal to feel uneasy and worry that it…Continue Reading

Should you invest in an NFO? Here is a Framework that will help you decide

Jiral Mehta

This article was originally published in Livemint. Click here to read it Nowadays, there are new mutual fund launches almost every day! Thanks to the bull market and increasing equity market participation, in the…Continue Reading

Wealth Conversations – June 2024

Mutual Fund Research Desk

FundsIndia’s Wealth Conversations is a visual curation of super interesting investment insights with a focus on Equity, Debt, Gold, Real Estate, Asset Allocation and Diversification. This can help you set…Continue Reading

Wealth Conversations – May 2024

Mutual Fund Research Desk

FundsIndia’s Wealth Conversations is a visual curation of super interesting investment insights with a focus on Equity, Debt, Gold, Real Estate, Asset Allocation and Diversification. This can help you set…Continue Reading

Wealth Conversations – April 2024

Mutual Fund Research Desk

FundsIndia’s Wealth Conversations is a visual curation of super interesting investment insights with a focus on Equity, Debt, Gold, Real Estate, Asset Allocation and Diversification. This can help you set…Continue Reading

Here is everything that you need to know about Arbitrage Funds

Jiral Mehta

What are Arbitrage Funds? Arbitrage Funds are Debt Oriented Hybrid Funds which invest in a mix of Arbitrage and Debt/FDs. They usually have 65-75% of their portfolio in ‘Arbitrage’ investments…Continue Reading

Are Small Caps in a Bubble?

Ashika N

This framework was first circulated to FundsIndia clients on 01-Mar-24, as we exited from our Small Cap Tactical call Are Small caps in a bubble?  Here is our 6 lens…Continue Reading

Wealth Conversations – March 2024

Mutual Fund Research Desk

FundsIndia’s Wealth Conversations is a visual curation of super interesting investment insights with a focus on Equity, Debt, Gold, Real Estate, Asset Allocation and Diversification. This can help you set…Continue Reading

Wealth Conversations – February 2024

Mutual Fund Research Desk

FundsIndia’s Wealth Conversations is a visual curation of super interesting investment insights with a focus on Equity, Debt, Gold, Real Estate, Asset Allocation and Diversification. This can help you set…Continue Reading

India Interim Budget FY25 – Continued Emphasis on Capex and Fiscal Consolidation

Jiral Mehta

Key Highlights 1. Continuing on the path of Fiscal Consolidation   Projected fiscal deficit at 5.1% of GDP for FY25 – in line with the original fiscal consolidation glide path…Continue Reading