Insights

Category: Mutual Fund Research

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

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Cost averaging tools beyond SIPs

Vidya Bala

Last week, I penned a quick reminder on why you should keep your SIPs going, especially when you are building a long-term equity-tilted portfolio. True, some of you are well…Continue Reading

FundsIndia Reviews: L&T Global Real Assets

Vidya Bala

‘Real’ Assets for Hard Times Real assets – assets that are tangible – have traditionally been preferred by investors for a few reasons: they provide the comfort of physical holding,…Continue Reading

Why you should not stop your SIPs now

Vidya Bala

Are you looking at your funds’ one-year returns and wondering if something is wrong? The last you saw the returns chart, say December 31, 2012, most equity funds delivered 30%-plus…Continue Reading

Mutual fund labeling: What colour is your fund?

Vidya Bala

Come July 2013, mutual funds are set to become more colourful; literally! We are talking of the new SEBI’s circular on product labeling in mutual funds. What exactly is product…Continue Reading

FundsIndia reviews: Birla Sun Life Medium Term Plan

Vidya Bala

Taking the road less travelled The repo rate cut by RBI would send most funds hunting for opportunities in the interest rate curve. But if you wish to look at…Continue Reading

Should you choose the dividend option or the growth option?

Vidya Bala

“Should I go for growth option or take out the dividends in my fund?” – is a question frequently asked by many of you, when venturing into mutual fund investments.…Continue Reading

FundsIndia recommends: ICICI Pru Focused Bluechip Equity

Vidya Bala

Build a foundation with blue chips If you wish to start building an equity portfolio with mutual funds, then ICICI Pru Focused Bluechip Equity (ICICI Pru Bluechip) can be a…Continue Reading

Will the tax-free bonds of JNPT and NHB benefit you?

Vidya Bala

The tax-free bonds issued by both National Housing Bank (NHB) and Jawaharlal Nehru Port Trust (JNPT) offer 7.32 per cent for retail investors (6.82% for others) for a period of…Continue Reading

Ladies, feel liberated with a purse of your own!

FundsIndia Desk

Does the word saving not excite you? Think again after this: had you invested Rs 1,000 every month in a good balanced mutual fund, almost 2 decades ago, it will…Continue Reading

The point-to-point fund returns game

Vidya Bala

Admit it; had you been looking at the five-year point-to-point returns of equity funds in the last few months, you would have been tempted to simply stash your money in…Continue Reading