Insights

Category: Mutual Fund Research

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

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FundsIndia Reviews: Equity Savings Funds

Sathyamoorthy N

Equity savings funds are a new variant in the equity mutual fund basket. Exposure to equity, a part of which is hedged, and then some debt, and you have this…Continue Reading

Why debt funds work better than FDs

Sathyamoorthy N

If you are worrying about falling interest rates leaving you with no fixed income options, you are right – if your only fixed income option is bank Fixed Deposits (FDs).…Continue Reading

Consolidation Phase for Debt Market

Vidya Bala

A 25-basis point cut in repo rate to 7.25 per cent in today’s Monetary Policy review, totals to a front-loaded 75 basis point cut thus far in 2015. Further action,…Continue Reading

FundsIndia Reviews: ICICI Prudential Balanced Advantage Fund

Sathyamoorthy N

ICICI Prudential Balanced Advantage Fund (earlier called ‘ICICI Pru Equity – Volatility Advantage Plan’, or ‘ICICI Pru VAP’) has adeptly managed the volatile markets of the last five years to…Continue Reading

Can you invest in the Equity Savings Funds of Reliance and SBI?

FundsIndia Desk

Two new equity funds have hit the market – the Reliance Equity Savings Scheme, and the SBI Equity Savings Scheme. Srikanth Meenakshi, co-founder and COO, FundsIndia.com, explains the suitability of…Continue Reading

FundsIndia Recommends: Franklin India Prima Plus

Vidya Bala

It’s hard to classify Franklin India Prima Plus as an aggressive equity fund; however, it is not a conservative one either. You may not find this fund in the chart…Continue Reading

Will the Riskometer help you know your fund risks better?

Sathyamoorthy N

SEBI reviewed the system of product labelling in mutual funds early this month and has proposed to change the existing three-colour risk labelling to a riskometer, which consists of five…Continue Reading

Bonus or not – Don’t sweat the small stuff

Vidya Bala

The Association of Mutual Funds in India (AMFI) recently came up with a best practice guideline for AMCs to discontinue bonus options for schemes. Bonus options were widely seen as…Continue Reading

FundsIndia Reviews: MNC Funds

Sathyamoorthy N

Over the last few years, Multi-national Corporation (MNC) funds have managed to outperform a good number of large cap and diversified equity funds. Despite the rich valuations of MNC companies,…Continue Reading

FundsIndia View: Buy in May and stay that way

Vidya Bala

Yes, you’re right. Quite the opposite of the old market adage, Sell in May and go away!  A 10% fall from the highs of end January (although only about 3%…Continue Reading