Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
Equity does outperform over the long term
March 28, 2016An article a couple of weeks ago, in a leading business newspaper, may have come as a rude shock to some of you. Over the past ten years, it claimed,…Continue Reading
Market risk: The best thing for your investments
March 24, 2016“Mutual fund investments are subject to market risks. Please read the scheme information document carefully before investing.” • Have you ever climbed a mountain, sky-dived, or scuba-dived into the ocean?…Continue Reading
FundsIndia Recommends: ICICI Prudential MIP 25
March 23, 2016First-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
March 22, 2016I 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?
March 21, 2016Do 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
March 16, 2016The 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?
March 14, 2016Ever 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
March 11, 2016You 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
March 9, 2016In 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
March 7, 2016In 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
