Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
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
FundsIndia Reviews: Banking and PSU Debt funds – Sound alternatives to bank deposits
June 22, 2016Short 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
June 21, 2016We 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!
June 18, 2016FundsIndia 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
June 15, 2016Short 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
June 13, 2016Investors 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
June 8, 2016Short 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
FundsIndia Explains: Why all equity funds aren’t the same
June 6, 2016Read 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
June 1, 2016PPFAS 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
May 24, 2016Last 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