Insights

Category: Mutual Fund Research

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

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FundsIndia Explains: Sharpe ratio

Mutual Fund Research Desk

Couple 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

FundsIndia Reviews: Banking and PSU Debt funds – Sound alternatives to bank deposits

Vidya Bala

Short on time? Listen to a brief overview of this week’s review. [soundcloud url=”http://api.soundcloud.com/tracks/270318202″ params=”color=ff5500&auto_play=false&hide_related=false&show_comments=true&show_user=true&show_reposts=false” width=”100%” height=”166″ iframe=”true” /] If you are looking for a debt fund to replace your…Continue Reading

FundsIndia Explains: Capital gains set off

Mutual Fund Research Desk

We covered taxation on mutual funds in detail last month, over two different posts. This week, we will go a bit more into detail, especially as many of you had…Continue Reading

We’ve been declared the best in investment advice, three years in a row!

FundsIndia Desk

FundsIndia has never just been an online store for investment products. We’ve strived to be of a lot more value in the lives of our customers by gifting them something…Continue Reading

FundsIndia Reviews: Dividend yield funds

Bhavana Acharya

Short on time? Listen to a brief overview of this week’s review. [soundcloud url=”http://api.soundcloud.com/tracks/269180332″ params=”color=ff9900&auto_play=false&hide_related=false&show_comments=true&show_user=true&show_reposts=false” width=”100%” height=”166″ iframe=”true” /] The returns record of dividend yield funds has been patchy for…Continue Reading

FundsIndia Explains: Mutual funds and volatility

Mutual Fund Research Desk

Investors typically tend to pick a fund that has delivered the highest return in its category in the past. But can the past point-to-point performance of the fund be the…Continue Reading

FundsIndia Recommends: Invesco Medium Term Bond Fund

Vidya Bala

Short on time? Listen to a brief overview of this week’s recommendation. [soundcloud url=”http://api.soundcloud.com/tracks/267960815?secret_token=s-dONuI” params=”color=ff5500&auto_play=false&hide_related=false&show_comments=true&show_user=true&show_reposts=false” width=”100%” height=”166″ iframe=”true” /] If you are looking for options to help you earn higher…Continue Reading

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FundsIndia Explains: Why all equity funds aren’t the same

Mutual Fund Research Desk

Read a review of an equity fund or look at their ratings and you will always find a mention of large-cap or mid-cap or multi-cap. For a newbie investor, this…Continue Reading

FundsIndia Reviews: PPFAS Long Term Value Fund

Bhavana Acharya

PPFAS Long Term Value Fund is among the more unusual equity funds. What sets this diversified fund apart from other multi-caps is that, one, it can invest up to 35…Continue Reading

FundsIndia Views: Invest long, invest right – Part II

Mutual Fund Research Desk

Last week, we looked at how indices performed over several time-frames when their returns are tested on a rolling basis over 1,3, 5 and 7-year time frames. You can click…Continue Reading

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