Insights

Category: Mutual Fund Research

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

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To be or not to be in the market?

Vidya Bala

The S&P BSE Sensex fell 3% in the last one month and as if that weren’t enough, bond yields have been moving up since May 22, causing a fall in…Continue Reading

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