Insights

Category: Mutual Fund Research

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

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FundsIndia View: Three Mistakes to Avoid in an Equity Market Recovery

Vidya Bala

Fear and rationality are often thrown with reckless abandon in equity market rallies. 2003-07 did see investors do this; but they paid quite a heavy price in the ensuing fall.…Continue Reading

FundsIndia Reviews: HDFC Infrastructure Fund

Vidya Bala

For those of you who saw the meteoric rise in the price of stocks from the engineering and infrastructure space, the temptation to own a fund that offers this theme…Continue Reading

“Equity markets may quote at above-average valuation”

Vidya Bala

While the sharp run-up in the equity markets may leave little on the table for those looking for near-term gains, there appears potential for upside  in the equity market with…Continue Reading

FundsIndia Reviews: NFO of IDFC Dynamic Equity Fund

Vidya Bala

If you are conscious of equity index levels and valuations and therefore, like to employ a quantitative approach to investing in equities, IDFC Dynamic Equity Fund could be an option…Continue Reading

NFO Galore – What They Offer

FundsIndia Desk

With a spate of New Fund Offers (NFOs) in the market, here’s a quick ready reckoner on what these NFOs offer. SBI Equity Opportunities Fund – Series 1 This is…Continue Reading

FundsIndia Recommends: Franklin India Corporate Bond Opportunities Fund

Vidya Bala

The stock market’s phenomenal performance since late 2013 may have shifted all your attention to equity funds. But in the process, you may be missing out on some quiet opportunities…Continue Reading

Changes to FundsIndia’s ‘Select Funds’ list

Vidya Bala

It’s been a quarter since we last reviewed our ‘Select Funds’ list and it’s time for another check. For those of you new to our Select list, FundsIndia’s ‘Select Funds’…Continue Reading

FundsIndia Recommends: Birla Sun Life Top 100

Vidya Bala

Are you looking for funds beyond the large-cap space but with limited exposure to mid-caps? Then Birla Sun Life Top 100 could be right down your alley. Buy 24 Karat…Continue Reading

How we choose our ‘Select’ equity funds

Vidya Bala

Last week, we had discussed why you should not pick an equity fund based merely on its 1-year returns record. You can click here to read it. In this week’s…Continue Reading

“Value investing is about buying a stock when others don’t like it”

Vidya Bala

ICICI Pru Value Discovery, the fund that has stood its ground with its value investing philosophy, completed 10 years last week. In an interview with FundsIndia, Sankaran Naren, CIO, ICICI…Continue Reading