Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
FundsIndia explains: What to do if your AMC shuts shop
December 26, 2016Over the past decade, especially after many foreign players entered the Indian mutual fund space, there have been several instances of fund houses calling it quits and exiting their business…Continue Reading
2016 – a tough year for funds and Select Funds
December 21, 2016If 2015 was a frustrating year for equities, 2016 was yet another. Key equity indices – Nifty or the BSE 100 have remained flat over the past 2 years. On…Continue Reading
FundsIndia explains: Why the growth option is preferable
December 19, 2016Over the past few weeks, we have been explaining various aspects of dividends in mutual funds. You know how a mutual fund makes dividends, what happens when a fund declares…Continue Reading
FundsIndia Reviews: ICICI Prudential Long Term Plan
December 14, 2016Among dynamic bond funds, ICICI Prudential Long Term Plan ranks at the very top in the one, two, and three-year timeframes. Its one-year return of 17.3% leaves the category’s average…Continue Reading
FundsIndia Explains – Scheme Information Document (SID)
December 12, 2016Scheme Information Document (SID) provides investors with much of the information that you need to know about a scheme. You would have read disclaimers in mutual funds, telling you to…Continue Reading
FundsIndia Recommends: DSP BlackRock Taxsaver
December 7, 2016This tax-saving season, your options may seem compressed if you look at the returns from your traditional tax-saving products. With EPF, 5-year tax-saving FD, NSC and PPF all seeing a…Continue Reading
FundsIndia Explains: What are dividend yield funds?
December 5, 2016Last week, in this column, we explained how mutual funds pay dividends. We had mentioned how mutual funds don’t have to pay dividends (and can’t, for that matter) unless they…Continue Reading
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
