Insights

Category: Mutual Fund Research

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

line

FundsIndia Recommendations: A Round Up

Vidya Bala

Our Hits and Misses for 2012-13 As we bid goodbye to 2013, it would be incomplete if we did not take stock of how the fund recommendations and reviews we…Continue Reading

2014 – 5 New Year’s resolutions for mutual fund investors

Vidya Bala

Tell me; of the many new-year resolutions that most of us have in mind, shedding those extra kilos would surely be one of them? At least for a good number…Continue Reading

FundsIndia Strategies: Should you invest based on one-year performance?

Vidya Bala

What the one-year fund returns chart won’t tell you It’s that time of the year when you will have the media telling you how your investments panned out in 2013.…Continue Reading

“Time spent in the market more important than timing the market”

Vidya Bala

Should investors look for more clarity to emerge from elections before deciding to invest? While this may be an emotional factor, for equity investors, inflation, interest rates and expectation of earnings…Continue Reading

RBI provides temporary relief to your debt portfolio

Vidya Bala

The Reserve Bank of India surprised markets today by deciding to keep the repo rate and CRR unchanged. This came as a surprise, after the over 11% consumer price inflation…Continue Reading

FundsIndia Recommends: Franklin India Smaller Companies

Vidya Bala

A Fund to Ride in a Recovery In our newsletter last week (click here to read it), we mentioned that we would identify funds that may be well-placed to ride…Continue Reading

Why you need mutual funds for retirement planning

Vidya Bala

For most of you, holding an EPF account with your company or investing separately in PPF could be the only retirement plan in place. This means of saving may have…Continue Reading

“Short-term debt funds well suited for retail investors”

Vidya Bala

As markets eagerly await the RBI’s monetary policy review next week, Shobhit Mehrotra, Senior Fund Manager – Fixed Income and Head of Credit, HDFC AMC, is of the view that…Continue Reading

FundsIndia Strategies: Elections and Your Investments

Vidya Bala

Should you wait for the elections to invest in the markets? The just-concluded state elections have vindicated the market’s stance on the anti-incumbency factor. Even as experts draw multiple scenarios…Continue Reading

“The US growth story is developing to be longer and sustainable”

Vidya Bala

PineBridge India – US Equity fund is the new open-ended equity fund on PineBridge India Mutual’s block. This fund will invest in PineBridge US Large Cap Research Enhanced Fund, the…Continue Reading