Insights

Category: Mutual Fund Research

Observations, recommendations and insights, straight from our Mutual Fund Research Desk

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FundsIndia views: Ultra short-term funds – what they are and when to use

Vidya Bala

Many 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

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FundsIndia explains: Fund of Funds

Mutual Fund Research Desk

A 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

Bhavana Acharya

If 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?

Mutual Fund Research Desk

It 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

Vidya Bala

For 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

Mutual Fund Research Desk

Some 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

Bhavana Acharya

If 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

FundsIndia explains: Asset allocation funds

Mutual Fund Research Desk

You know there are balanced funds, which invest mostly in equity and some in debt. You know there are MIPs, which invest mostly in debt and some in equity. You…Continue Reading

FundsIndia Recommends: Birla Sun Life Treasury Optimizer

Vidya Bala

Dynamic bond funds, income funds, short-term debt funds – confused about what category to invest in? If you are simply looking to invest in a debt fund for over two…Continue Reading

What is portfolio turnover ratio?

Mutual Fund Research Desk

Does your fund change its stocks frequently? Or does it sell a lot to book profits or buy more on dips? How do you gauge these? Portfolio turnover reveals this.…Continue Reading

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