Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
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
FundsIndia explains: Asset allocation funds
August 29, 2016You 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
August 24, 2016Dynamic 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?
August 22, 2016Does 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
FundsIndia Strategies: How to play the debt fund space
August 17, 2016With the interest rates of bank Fixed Deposits (FDs) moving south, we have seen increased interest in debt funds. If you have made a switch from FDs to debt funds…Continue Reading
Simply Important: Should you choose the dividend option or the growth option?
August 16, 2016“Should I go for growth option or take out the dividends in my fund?” – is a question frequently asked by many of you, when venturing into mutual fund investments.…Continue Reading
SIP ready reckoner
August 12, 2016We often talk of the virtues of investing through the systematic investment route (SIP). When you invest a monthly sum, how much can you expect at different rate of returns,…Continue Reading
FundsIndia Recommends: HDFC Balanced Fund
August 10, 2016It’s one of the most favoured balanced funds, and with good reason. HDFC Balanced holds a stellar record of delivering benchmark and category-beating returns at all times. In fact, its…Continue Reading
“Have debt allocation in both duration and accrual strategy”
August 9, 2016Even as there is no rate cut from the RBI in the just ended Monetary Policy meet, what is the opportunity in the debt space? Ritesh Nambiar, Debt fund manager…Continue Reading
