Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
FundsIndia Recommends: UTI MIS Advantage
September 14, 2016If 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?
September 12, 2016It 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
September 7, 2016For 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
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
