Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
FundsIndia Equity Strategies: Change spells opportunities for you
May 21, 2014From uncertainty to confidence is what the markets went through from January till date in 2014. And that change of mood is what triggered a 15% rally in the Sensex…Continue Reading
FundsIndia Recommends: HDFC Top 200
May 13, 2014As the election fever reaches a peak, it is important not to lose sight of 2 things in your investment life – your own goals and your investment time frame,…Continue Reading
“Our preference for under-levered companies helped us in economic downturn”
May 9, 2014UTI Mutual’s diversified basket of fund offerings also provides interesting exposure to themes such as dividend yield and MNC. Many of these funds benefited from the consumption wave of the…Continue Reading
FundsIndia Reviews: UTI Transportation and Logistics Fund
May 6, 2014For those of you looking closely at the equity fund performance charts over 1-, 3- and 5-year time frames, UTI Transportation and Logistics Fund would have merited attention. The fund…Continue Reading
FundsIndia Reviews: NFO of ICICI Pru Dividend Yield Equity Fund
May 5, 2014ICICI Prudential Mutual is probably a late entrant to the dividend yield theme. But the current NFO from the fund house appears to be timed well, if the dividend yield…Continue Reading
FundsIndia Reviews: NFO of Franklin India Feeder – Franklin European Growth Fund
April 30, 2014After a couple of European fund-of-fund launches in January 2014, and one fund house changing its existing fund strategy to invest in Europe, it is now the turn of Franklin…Continue Reading
“If current momentum in the market is sustained, midcaps should do better”
April 28, 2014With the mid-cap indices on a roll over the last 6 months, what are the prospects of this segment and what should one look for in the space? We ask…Continue Reading
FundsIndia Reviews: NFOs in the Small and Mid-cap Segment
April 22, 2014While the Sensex may have had a swift rally post September 2013, scaling newer peaks, the run-up has been restricted to a select universe of stocks. In other words, the…Continue Reading
Deposits alone won’t secure your future
April 21, 2014A recent release by the RBI had placed bank deposits held by individuals at a whopping Rs 33 lakh crore as of March 2013. That is close to one half…Continue Reading
FundsIndia Strategies: Should You Go for Infrastructure Funds?
April 15, 2014For those of you used to seeing your infrastructure funds languish in the last 5 years, the sudden uptick in the last 6 months may have come as a surprise.…Continue Reading