Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
FundsIndia explains: How to tell if your fund is doing well
January 2, 2017Looking back on 2016, your equity funds have not matched up to your expectations. Where did those 20% returns go? Should you sell your fund? Don’t do that just yet.…Continue Reading
FundsIndia Views: The equity lessons in 2016
December 28, 2016The close of 2016 seems to be echoing the start of 2016, with the stock markets on a downward slide. Sandwiched between these two declining phases was a period of…Continue Reading
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
