Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
FundsIndia Strategies: The higher-returning FD alternative
November 30, 2016For those of you setting store by bank fixed deposits, the move to demonetise the Rs 500 and Rs 1000 notes is a wake-up call. Flush with over Rs 8…Continue Reading
FundsIndia Explains : How mutual funds pay dividends
November 28, 2016Many investors assume that mutual funds pay their dividend from the dividends they receive in the stocks they hold. They also ask us during corporate dividend season (post annual results),…Continue Reading
FundsIndia Recommends: UTI Income Opportunities
November 23, 2016At a time when duration is the preferred strategy in the debt fund market, we recommend that investors supplement it with some accrual funds as well (for those wanting to…Continue Reading
FundsIndia Explains: Why debt fund returns are not fixed
November 21, 2016Last week, in this column, we explained why equity fund returns are not fixed or predictable. This week, we’ll take up debt funds. You may look in askance if we…Continue Reading
FundsIndia Recommends: Kotak Select Focus
November 16, 2016A fund with an enviable track record, Kotak Select Focus is a good bet for moderate-risk investors. Since its inception in September 2009, the fund has shown its mettle in…Continue Reading
FundsIndia Ratings – Criteria and Methodology
November 15, 2016The universe of mutual funds in India is large and often leaves investors confused on what funds to go with. Understanding the fund strategy, their positioning, their risk profile, and…Continue Reading
FundsIndia Explains – Why there is no fixed return in mutual funds
November 14, 2016When first-time investors in mutual funds approach us, the first question they ask is what is the ‘returns’ that the fund will give. As investors we all like certainty in…Continue Reading
FundsIndia Strategies: Make the best of an India, US reset
November 10, 2016The US elections are over, and world markets simply seemed to signal that it’s no big deal, at least for now. What remained a bigger deal at the end of…Continue Reading
“Debt levels have been consistently coming down”
November 8, 2016Specific sectors and specific companies have been repaying debt and emerging stronger, says Anil Sarin, CIO, Global Asset Management, Edelweiss. Infrastructure companies especially stand to benefit from lower interest rates,…Continue Reading
FundsIndia Recommends: Franklin India Taxshield
November 2, 2016It’s around this time that most of us begin to think about tax planning. Among the options allowed under Section 80C deductions, Franklin India Taxshield is a good one. An…Continue Reading
