Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
What are dividend and growth options in a mutual fund?
August 8, 2016When 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
August 3, 2016If 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
August 1, 2016What’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”
July 30, 2016Strong 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
July 27, 2016Are 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
FundsIndia explains: Active sector bets
July 25, 2016When we look at some of the mutual fund factsheets or market presentations or listen to a fund manager speak, we often come across the term Overweight/Underweight a sector or…Continue Reading
FundsIndia Views: Don’t go overboard on mid and small-cap funds
July 20, 2016In the past few months, we have seen investors, especially new investors, simply picking funds in the mid- and small-cap category based on high returns . While we think mid-cap funds…Continue Reading
FundsIndia explains: What is a value fund?
July 18, 2016If you’re a savvy shopper, you wait for discount seasons during the year to buy that new television, phone, fancy shoes or clothes. You get the same good performance or…Continue Reading
Changes to FundsIndia’s Select Funds List
July 13, 2016FundsIndia’s Select Funds is a list of investment worthy funds. Spread across categories, this list helps you narrow down your investment choices from the hundreds of funds that you would…Continue Reading
FundsIndia Explains: Compounded annual growth rate (CAGR)
July 11, 2016Some time ago, we looked at what compounding is all about and how your money multiplies under compounding . When money compounds over several years, the finance world use a…Continue Reading
