Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
FundsIndia explains: Balanced funds
March 20, 2017Balanced funds are those funds that invest the majority of their portfolio in stocks and the rest in fixed-income instruments. A balanced fund thus straddles two asset classes – equity…Continue Reading
FundsIndia Views: There’s more to the market than UP elections
March 14, 2017The BJP’s win in the UP elections provided a leg up to the market for couple of reasons: one, it reposed the faith in the policy reforms of the government…Continue Reading
FundsIndia Recommends: SBI Magnum MIP – Floater
March 8, 2017Open a FREE Account Now! A recent entrant into the hybrid debt category in FundsIndia’s Select list is SBI Magnum MIP – Floater (SBI Magnum Floater). The fund is among…Continue Reading
FundsIndia explains: What are diversified or multi-cap funds?
March 6, 2017Over the past few weeks we discussed about large-cap funds and mid-cap funds. There is another category of equity funds that falls between these two – they are called diversified/multi-cap…Continue Reading
FundsIndia Views: What should be your time frame and return expectation with equity funds?
March 1, 2017Most of you, when you started investing with us, would have heard your FundsIndia advisor tell you that equity funds are not meant for the short term. We say this…Continue Reading
FundsIndia explains: What are midcap funds?
February 27, 2017We’ve looked at what large-cap funds are, and why they are a must-have in your long-term portfolio. This week, we will take up the midcap fund category. What midcap funds…Continue Reading
FundsIndia Recommends: Tata Balanced Fund
February 22, 2017Ranking the one-year returns of balanced funds will not have Tata Balanced in the top quartile. Yet, the fund remains among the best in its category, with a solid long-term…Continue Reading
Can a debt fund deliver losses?
February 21, 2017In a word, yes. A debt fund can deliver losses. You would have noticed it last week, when you saw your one-day return in the red. Why does this happen?…Continue Reading
FundsIndia Explains – Thematic and Sector funds
February 20, 2017Most equity mutual funds invest across sectors and industries. But some funds choose to restrict this to certain segments. They are called thematic and sector funds. Though thematic and sector…Continue Reading
Why do funds stop fresh inflows?
February 20, 2017Last week, crowd favourite DSP BlackRock Microcap, a small-cap equity fund stopped accepting fresh investments altogether. This comes a few months after the fund restricted lump-sum investments. Midcap fund Mirae…Continue Reading
