Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
FundsIndia View: Should one-year returns drive your equity fund choice?
August 19, 2014Often times, when you (our investors) interact with our advisors on the choice of funds for your portfolio, or you try to choose a fund yourself from our ‘Select Funds’…Continue Reading
FundsIndia Reviews: NFO of UTI Focussed Equity Fund Series I
August 18, 2014Would you prefer a diversified portfolio of stocks or like taking focused bets? If you like the latter, then that is what UTI Focussed Equity, the new fund offer from…Continue Reading
FundsIndia Reviews – NFO of Reliance Japan Equity Fund
August 13, 2014Japan – the new hunting ground for investors For those of you excited by the unusual run up in the Japanese equity markets in the last 2 years (after years…Continue Reading
“60 per cent of Sensex’ earnings are immune to most macro issues”
August 11, 2014With the run-up in valuations of a number of stocks, ‘quality of business’ rather than just ‘size of business’ will start mattering in stock choices, says Neelesh Surana, Head-Equities and…Continue Reading
FundsIndia Reviews: NFO of DSP BR Global Allocation Fund
August 7, 2014Imagine allocating your assets not only across global equities but also across debt instruments globally. That is what DSP BR Global Allocation Fund will seek to do. This open-ended fund-of-fund…Continue Reading
FundsIndia Reviews: NFO of L&T Business Cycles Fund
August 6, 2014Are you in a stock market cycle that favours cyclical sectors? Or is it time to get more defensive? Is this the time to exit FMCGs or should you accumulate…Continue Reading
The wait for rate cut is set to continue
August 5, 2014The RBI decided to go on a pause mode on interest rates in its third bi-monthly monetary policy review. When viewed against the seemingly dovish phrases in the last policy…Continue Reading
FundsIndia Recommends: Reliance Tax Saver
July 30, 2014If you are looking to save taxes under Section 80C of the Income Tax Act and are also looking for high-returning options, then the ELSS fund, Reliance Tax Saver, may…Continue Reading
FundsIndia Strategies: Arbitrage Funds
July 22, 2014In our weekly call last week, we discussed our debt strategy post budget. As a part of the strategy, we discussed about the investment opportunities in arbitrage funds and recommended…Continue Reading
Should you go for the dividend option post budget?
July 19, 2014In our note on budget’s impact (FundsIndia Debt fund strategy post budget) we had mentioned that there is one more change that the budget has proposed in mutual funds. That…Continue Reading
