Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
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
FundsIndia Explains – Systematic risk and Unsystematic risk
October 31, 2016In our previous posts we discussed volatility and risk and also risk adjusted returns. But what are the types of risks to a portfolio and how do you mitigate them.…Continue Reading
Will the Tata group shake up impact your funds?
October 27, 2016As the story of the Tata conglomerate unceremoniously firing its Chairman unfolded, some of the key listed Tata group stocks took a hit post Monday’s news. The event added further…Continue Reading
FundsIndia Reviews: DSP BlackRock Opportunities Fund
October 26, 2016If you take a decade or more of mutual fund performance, you will see funds that stood tall in certain markets but later slipped somewhere in their market journey. Some…Continue Reading
