Insights

Category: Mutual Fund Research

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

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FundsIndia Recommends: ICICI Prudential MIP 25

Bhavana Acharya

First-time investors in mutual funds, as well as investors looking for debt funds with some kicker returns from equity can invest in Monthly Income Plans (MIPs). These are hybrid funds…Continue Reading

Introducing Lakshmeenarasimhan – Our mutual fund analyst

Vidya Bala

I am happy to introduce Lakshmeenarasimhan S., yet another meritable addition to our Mutual Fund Research Desk. Lakshmeenarasimhan will work with us in analysing funds, and will start writing in…Continue Reading

FundsIndia explains: What is benchmark?

Mutual Fund Research Desk

Do you remember back in school, when you went back to your parents with your exam results? If it was a particularly hard paper and you scored 60%, your first…Continue Reading

FundsIndia Recommends: HDFC Medium Term Opportunities

Vidya Bala

The recent news of a downgrade in the debt instruments of quite a few companies, and the resultant mark-to-market loss in some income funds brings out the fact that debt…Continue Reading

FundsIndia explains: What is NAV?

Mutual Fund Research Desk

Ever wondered what all that jargon in fund factsheets or application forms or articles on investments mean? To make it easier to understand the world of investing, we are starting…Continue Reading

Roll back of PF tax – Winning the battle and losing the war

Vidya Bala

You might rejoice now at the withdrawal of the Budget’s proposal to tax provident fund on maturity. But it may not please you when I say that you may have…Continue Reading

FundsIndia Recommends: L&T India Prudence

Bhavana Acharya

In its relatively short history, L&T India Prudence has put up an impressive performance. Called ‘Fidelity Children’s Plan – Education’ when it was under the Fidelity house, L&T India Prudence…Continue Reading

Two out of three

Srikanth Meenakshi

In life, there is a general principle that applies in many situations. It’s called the “two out of three” principle. Basically, it says that if there are three things that…Continue Reading

How to judge a fund’s performance

Bhavana Acharya

Looking at the returns of your fund holding today has you worried and fuming. That large-cap fund you thought was stable and had only moderate risk has actually lost you…Continue Reading

FundsIndia Views: What the Budget has for your investments

Vidya Bala

If you expected Budget 2016 to put the Indian economy on a fast track growth path, you might be disappointed. The Union Budget has clearly prioritised fiscal prudence over aggressive…Continue Reading