Insights

Category: Mutual Fund Research

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

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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

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What you should do with your PPFAS fund

Vidya Bala

The grief and shock after the passing away of Parag Parikh, Founder of PPFAS, which is the sponsor company for PPFAS Mutual Fund, is yet to diminish. However, many of…Continue Reading

FundsIndia Recommends: Franklin India Smaller Companies

Sathyamoorthy N

Do you have a penchant for risk, and are you looking to add some mid and small cap flavour to your portfolio? If you already hold a basket of well-diversified…Continue Reading

RIP Parag Parikh

Vidya Bala

Parag Parikh, a renowned value investor and Founder and Director of PPFAS died in a car accident, on Sunday, in Nebraska, US. As it often happens with the passing away…Continue Reading

FundsIndia View: How many funds do you need in your portfolio?

Vidya Bala

Well, my answer is ‘it depends’. Don’t be disappointed. If you knew the factors that determine the number of funds you need to hold, you will likely have the answer…Continue Reading

Introducing – The FundsIndia Advisory Review Board

Srikanth Meenakshi

I am happy and proud to announce the launch of the FundsIndia Advisory Review Board (ARB), a mechanism by which FundsIndia’s customers can seek a review and a second-opinion about…Continue Reading