Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
FundsIndia Recommends: Birla Sun Life MIP II Savings 5
April 30, 2013For those testing waters in equities Have you traditionally been a debt investor but now wish to test waters in equities? Then, debt-oriented funds such as Birla Sun Life MIP…Continue Reading
FundsIndia Reviews: NFO of MOSt Focused 25
April 23, 2013A focused bet on quality stocks Asset manager Motilal Oswal would be graduating from passive fund management in equity mutual funds to a more active strategy, with the launch of…Continue Reading
Should you have sector funds in your portfolio?
April 19, 2013For those of you not new to mutual funds, the above question would have crept in your mind at least a few times in the past couple of years. Many…Continue Reading
FundsIndia Recommends: HDFC Index Fund- Sensex Plus
April 16, 2013For index-plus returns If you are looking to buy a fund that is close to mirroring the index, then HDFC Index Fund – Sensex Plus Plan (HDFC Sensex Plus) is…Continue Reading
In defence of HDFC Top 200
April 15, 2013If you have built an equity portfolio over the last few years, it is likely that HDFC Top 200 is among them. Its return of 4% in the last one…Continue Reading
FundsIndia strategies: Investing in Gold
April 9, 2013What’s your gold strategy? If you have got used to the stellar double-digit returns that gold fetched you every year in the past five years, then brace yourself up for…Continue Reading
Make use of indexation benefit for debt funds
April 3, 2013With the financial year just ending, your next big task would be to calculate any tax on income other than your salary. If you are sitting down to calculate your…Continue Reading
FundsIndia Recommends: Canara Robeco Balance
April 2, 2013A good equity starter Are you a conservative investor or a new investor looking to participate in equities, while wanting to limit its downside risks? Then Canara Robeco Balance may…Continue Reading
Cost averaging tools beyond SIPs
March 30, 2013Last 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
March 26, 2013‘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
