Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
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
FundsIndia Reviews: SBI Magnum Balanced Fund
July 7, 2016Balanced funds are suitable for moderate-risk equity investors, or first-timers who want to test the equity waters. SBI Magnum Balanced is one such fund that has been moving up the…Continue Reading
FundsIndia Explains: What is consistency?
July 4, 2016Any day is a good day for investing in a mutual fund. And whenever you invest, you need your fund to deliver well – i.e., generate returns better than the…Continue Reading
Make pit stops to build wealth
June 30, 2016You’re wise if you save money. You’re amongst the wiser folks if you invest in mutual funds. But do you know what it takes to be the wisest of them…Continue Reading
FundsIndia Views: Opportunities in Brexit
June 27, 2016The epic, if divisive, vote last Thursday that decided the United Kingdom’s exit from the European Union was a bombshell for the financial and political worlds. Stock markets across Europe,…Continue Reading
FundsIndia Explains: Sharpe ratio
June 27, 2016Couple of weeks ago we looked at volatility and consistency of returns of a mutual fund and how to choose a mutual fund based on these parameters. We discussed about…Continue Reading
