Insights

Category: Mutual Fund Research

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

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Why the flurry of hybrid funds in the market now?

FundsIndia Desk

With the continuing volatility in the equity market, hybrid funds, which offer capital protection with a limited equity upside, seem to be the new buzzword for Asset Management Companies. Srikanth…Continue Reading

IDFC Premier Equity: Positive stance continues

Vidya Bala

Last week, we informed you the exit of Kenneth Andrade from IDFC Mutual and said this called for a ‘hold’ strategy for now in IDFC Premier Equity. We had also…Continue Reading

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FundsIndia reviews: The credit opportunity in debt funds

Sathyamoorthy N

The stock market’s phenomenal performance since late 2013 may have shifted all your attention to equity funds. In the process, you may have missed out on some less flashy opportunities…Continue Reading

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IDFC Mutual CIO & fund manager Kenneth Andrade quits

Vidya Bala

Kenneth Andrade, ace fund manager and CIO of IDFC Mutual quit the fund house to pursue external opportunities. This means the fund house’s flagship fund IDFC Premier Equity will come…Continue Reading

FundsIndia Strategies: The Equity Fund Playbook for Rookie Investors

Vidya Bala

If you are among the many FundsIndia investors who have started investing in mutual funds in recent months, here’s a ‘Playbook’ for all of you. It is simply about how…Continue Reading

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