Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
FundsIndia Strategies: Should you invest based on one-year performance?
December 24, 2013What 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”
December 19, 2013Should 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
December 18, 2013The 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
December 17, 2013A 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
December 16, 2013For 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”
December 13, 2013As 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
December 10, 2013Should 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”
December 7, 2013PineBridge 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
“Market not as stretched as it was in 2007-08”
December 4, 2013While 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
December 3, 2013To 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
