Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
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
How to judge a fund’s performance
March 4, 2016Looking 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
March 2, 2016If 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
The Budget and your investments
February 29, 2016One thing most look out for in Budget announcements is an increase in tax slabs, or an increase in deductions, or then, if wishes were horses, a cut in tax…Continue Reading
FundsIndia Recommends: ICICI Prudential Focused Bluechip Equity
February 23, 2016With almost its entire portfolio in blue chips, ICICI Prudential Focused Bluechip Equity is a true large-cap fund. Most other large-cap funds shift a portion of their portfolios into mid-cap…Continue Reading
