Insights

Category: Mutual Fund Research

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

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“Market not as stretched as it was in 2007-08”

Vidya Bala

While many fund houses, in recent times, have been favouring ‘value’ strategy for investing in this market, Paul Parampreet, Fund Manager, Edelweiss AMC would rather adopt a GARP (Growth At…Continue Reading

FundsIndia Reviews: NFO of Birla Sun Life Banking & Financial Services Fund

Vidya Bala

To market, to market, to buy a lean bank For those of you who believe that the economy may be turning the corner, a high beta sector such as the…Continue Reading

FundsIndia Recommends: Franklin India Prima

Vidya Bala

Through Good Times and Bad Times Come December, Franklin India Prima, one among the handful of funds to have been launched in the 90s, would complete two decades of investing…Continue Reading

“Closed-end funds allow fund managers to take concentrated positions”

Vidya Bala

Reliance mutual recently  launched a closed-end equity fund – Reliance Close-Ended Equity Fund. This five-year closed-end fund will be managed by Shailesh Raj Bahn, who also manages one of the…Continue Reading

FundsIndia Recommends: JP Morgan India Short Term Income

Vidya Bala

For the Conservative Debt Investor If the recent volatility in the debt market has shaken you and you wish to keep such shocks at bay and still earn decent returns,…Continue Reading

“Mid caps rebound sharply in a recovery”

Vidya Bala

  As Pramerica Mutual launches its open-ended mid-cap fund, FundsIndia.com has a Q&A with BP Singh, Executive Director & CIO-Equities, Pramerica Mutual, on how to identify a turnaround and why…Continue Reading

Changes in FundsIndia’s ‘Select funds’ list

Vidya Bala

FundsIndia’s ‘Select Funds‘, a list of investment worthy funds across various categories, helps you narrow your investment choice from the 100s of funds that you have to otherwise sift through…Continue Reading

FundsIndia Reviews: NFOs in Mid and Small-cap Equity Segments

Vidya Bala

Now small is beautiful Which are the most shunned market-cap segments in the stock market over the last 5 years? It’s an easy answer – mid and small-cap market segments.…Continue Reading

Why your MIPs underperformed

Vidya Bala

When debt funds comfortably delivered 8-10% returns in the last  one year and monthly income plans (MIP) struggled to reach an average 6%, you may wonder whether you should own…Continue Reading

FundsIndia Recommends: Tax-saving Funds

Vidya Bala

Tax-saving funds that made an impression With the tax season on, it may be time for you to scout for tax-saving funds to benefit from tax deductions up to Rs…Continue Reading