Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
FundsIndia explains : Top-down and bottom-up approach to portfolio construction
October 3, 2016You may have read about fund managers talk of a top-down or bottom-up approach to building their portfolio. Does he start with the first stock with highest weight and proceed…Continue Reading
FundsIndia Reviews: HDFC Top 200
September 28, 2016Ever since the market got its mojo back six months ago, HDFC Top 200 has been overtaking fellow large-cap peers. The 33% it has delivered since March 2016 is better…Continue Reading
FundsIndia Explains: What is exit load?
September 26, 2016Wondering how an exit load is charged? How much goes out as exit load for a fund? Here’s a quick guide. What is an exit load? An exit load is…Continue Reading
FundsIndia views: Ultra short-term funds – what they are and when to use
September 21, 2016Many of you may be familiar with liquid funds. You may either be parking your surplus in them or using them for systematic transfer into equity funds. Another category of…Continue Reading
FundsIndia explains: Fund of Funds
September 19, 2016A mutual fund that invests in other equity, debt, gold or foreign mutual funds is a Fund of Fund(FOF). A FOF can invest in domestic mutual funds or in international…Continue Reading
FundsIndia Recommends: UTI MIS Advantage
September 14, 2016If you are looking for a place to park your money for around three years and you want higher returns without upping the risk level too much, UTI MIS Advantage…Continue Reading
FundsIndia explains: What are MIPs?
September 12, 2016It is an oft-misunderstood mutual fund category. Monthly income plans (or MIPs) are debt-oriented mutual funds, which is to say that they invest at least 75-85% of their portfolio in…Continue Reading
FundsIndia Strategy: Where to invest your pay hike
September 7, 2016For those of you who are beneficiaries of the 7th Pay Commission hike or any other pay hike, it’s important that you plan your spending and investing. You may not…Continue Reading
FundsIndia Explains: Active Vs. passive management of funds
September 5, 2016Some of you ask us whether ETFs or index funds are a better option to mutual funds. We tell you that in the Indian context actively managed mutual funds have…Continue Reading
FundsIndia Recommends: Franklin India Bluechip Fund
August 31, 2016If there is one fund that is perfect for a long-term portfolio, it is Franklin India Bluechip Fund. This equity fund delivers stable returns, stays true to its mandate of…Continue Reading