Insights

Category: Mutual Fund Research

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

line

Budget 2015 – Sector impact

Vidya Bala

Budget 2015 does not dole out largess to any sector. What it has tried to do is revive the capex spending activity in the private sector by setting its own spending…Continue Reading

Budget 2015 – What it holds for you

Vidya Bala

Budget 2015 may not have any big bang reform announcements to showcase to the world. But the proposal, at least in words, means business in terms of strengthening the fiscal…Continue Reading

Should you try to ‘manage’ your fund?

Vidya Bala

Every time the government announces a ‘reform’ or provides a booster to some ‘sector’, we have quite a few of you asking us about funds that will let you participate…Continue Reading

FundsIndia Recommends: Mirae Asset India Opportunities

Sathyamoorthy N

Investors who wish to start building an equity portfolio can add Mirae Asset India Opportunities Fund as a part of their equity holding. The fund is a good option for…Continue Reading

“Corporate bond opportunity funds ideal for long-term allocation to bonds”

Vidya Bala

What should be an investor’s strategy in the debt market, with yields beginning to fall? We posed this question to Sujoy Das, Head Fixed Income, Religare Invesco Mutual. Read on…Continue Reading

“More merit in getting the stock right than looking at sector weights”

Vidya Bala

At a time when expert views all converge in the same direction, it helps to balance it with a contrarian view. We therefore had some questions for Vetri Subramaniam, CIO,…Continue Reading

FundsIndia Recommends: ICICI Pru Balanced Fund

Sathyamoorthy N

If you are starting out on a long-term portfolio or are looking for participation in equity, albeit with less volatility, you can consider investing in ICICI Pru Balanced Fund. This…Continue Reading

Talk ‘investments’ with your partner

Vidya Bala

I am afraid I have to start on a gloomy note here to drive home the point. A few years ago, a friend’s sister suddenly lost her husband. Left in…Continue Reading

FundsIndia Recommends: Birla Sun Life Dynamic Bond

Sathyamoorthy N

If you are looking to add some debt to your equity-laden long-term portfolio, then Birla Sun Life Dynamic Bond Fund is a good choice. With a return of 9.6 per…Continue Reading

Mid-caps carry higher volatility

Sathyamoorthy N

We recently received a query from an investor who asked us – “Why should I invest for the long term (more than five years), when I receive more than 100…Continue Reading