Insights

Category: Mutual Fund Research

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

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FundsIndia Strategies: How to play the debt fund space

Vidya Bala

With 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?

Mutual Fund Research Desk

“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

Lakshmeenarasimhan S

We 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

Bhavana Acharya

It’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”

Vidya Bala

Even 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

What are dividend and growth options in a mutual fund?

Mutual Fund Research Desk

When we look to invest in mutual funds, we come across various options for a single fund such as growth, dividend payout and dividend reinvestment. Many investors want to know…Continue Reading

FundsIndia Recommends: Birla Sun Life MIP II Savings 5

Vidya Bala

If you want to earn FD-plus returns with a portfolio of high-quality debt and very marginal exposure to equity, then Birla Sun Life MIP II Savings 5 (Birla Savings 5)…Continue Reading

FundsIndia explains: Index funds and ETFs

Mutual Fund Research Desk

What’s the difference between HDFC Nifty ETF and HDFC Index Nifty? Well, the first is an ETF and the second is a mutual fund. They both have the same purpose…Continue Reading

“We are aiming for equity-like returns with low volatility”

FundsIndia Desk

Strong domestic inflows should hold, says Mr V. Srivatsa, Fund Manager, UTI Wealth Builder (earlier UTI Wealth Builder Series II). He also explained the new philosophy behind the refurbished UTI…Continue Reading

FundsIndia Recommends: Invesco India Dynamic Equity

Bhavana Acharya

Are swift rises and steep falls in the stock market and your fund’s returns not your cup of tea? In that case, a fund that can strategically get into cash…Continue Reading

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