Insights

Category: Mutual Fund Research

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

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FundsIndia reviews: ICICI Pru Equity – Volatility Advantage

Vidya Bala

Hedging risks in a balanced portfolio ICICI Pru Equity – Volatility Advantage (earlier called ICICI Pru Equity & Derivatives Fund – Volatility Advantage Plan or ICICI Pru VAP) has adeptly…Continue Reading

“2-5 year debt maturity segment offers best risk-adjusted return”

Vidya Bala

The fund industry has perhaps over-complicated its fixed income products – so much so that few retail investors understand the offerings any longer, admits Rahul Goswami, CIO Fixed Income, ICICI…Continue Reading

FundsIndia Recommends: FT India Life Stage FoF – The 40s Plan

Vidya Bala

For a slice of equity Investors looking for some kicker returns from equities without too much exposure to the asset class can consider investments in FT India Life Stage Fund-of-Fund…Continue Reading

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Six Reasons To Get On Board With FundsIndia Smart Solutions Today!

FundsIndia Desk

We launched FundsIndia Smart Solutions about a week back, and the response has been overwhelmingly positive! People love the idea and think it’s a great service. If you have not…Continue Reading

Short take: From June, would you choose the dividend or growth option for debt funds?

Vidya Bala

Come June 1 and you would have two key changes in the tax structure of your mutual fund transactions. Here’s a quick recap of the same and how you can…Continue Reading

FundsIndia Strategies: Funds for risk-taking debt investors

Vidya Bala

Early this month, we carried an article on whether you should invest in gilt funds or not: Should you invest in gilt funds? In the same article, we had suggested…Continue Reading

Using RSI Effectively – Part VI

FundsIndia Desk

Last week, we discussed the concept of divergence between the RSI and price action and discussed a few  practical problems associated with it from a trading perspective. This week, we…Continue Reading

FundsIndia reviews: UTI Mastershare Unit Scheme

Vidya Bala

A steady dividend payer UTI Mastershare Unit Scheme (UTI Mastershare) is certainly not one of the top performing funds in the large-cap diversified equity category. Yet, the fund has been…Continue Reading

FundsIndia Reviews: NFO of PPFAS Long Term Value Fund

Vidya Bala

A capital Idea The much-awaited new equity fund from the stables of value-investing guru Parag Parikh is now on offer. THE PPFAS Long Term Value fund, offered by Parag Parikh…Continue Reading

Auspicious and hassle free – Gold funds for Akshaya Tritiya

FundsIndia Desk

Planning to buy gold on the auspicious occasion of Akshaya Tritiya? Why not do it differently, smartly and tax efficiently? In order to do so, you need to go the…Continue Reading