Insights

Category: Mutual Fund Research

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

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Birla Sun Life Dynamic Bond: Invest

Vidya Bala

For riding interest rate cycles If you are looking to add some debt to your equity-laden long-term portfolio, then Birla Sun Life Dynamic Bond fund is a good choice. With…Continue Reading

UTI Equity:Invest

Vidya Bala

For the conservative investor You may be quite familiar with UTI Opportunities and UTI Dividend Yield, the popular funds from the UTI stable. But UTI Equity may not strike a chord. This…Continue Reading

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Gold funds see inflows in September but equities continue to be redeemed

Vidya Bala

Gold funds are back in the reckoning suggests the monthly fund flow data from AMFI. But equity funds did not see a similar turn-around in their fortunes despite the recent…Continue Reading

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FAQ: Does a larger asset size affect fund performance?

Vidya Bala

If a fund’s assets under management swells, will that spell trouble for its performance? This is something investors have been wanting to know in light of a marginal dip in…Continue Reading

HDFC Children’s Gift – Investment Plan: Invest

Vidya Bala

  A Fund for your child’s portfolio If you are looking to build wealth for your child’s future, HDFC Children’s Gift fund – Investment Plan is a good option. With a sound…Continue Reading

Religare Mid N Small Cap: Invest

Vidya Bala

Are you looking to add some equity funds to your portfolio? If you already hold a basket of well-diversified funds, then Religare Mid N Small Cap fund can be a…Continue Reading

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Who do we represent? AMC or the Investor?

Srikanth Meenakshi

An interesting twitter conversation ensued today between CIEL’s Uma Shashikant and Mint’s Hindustan Times’s Gautam Chikermane. It started with a conversation that Gautam had with Raghuram Rajan in which the latter…Continue Reading

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What the Rajiv Gandhi Equity Savings Scheme holds for MF investors

Vidya Bala

The Finance Ministry, last week, announced the inclusion of mutual funds and exchange traded funds in the Rajiv Gandhi Equity Savings Scheme (RGESS) – a measure aimed at improving the…Continue Reading

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Welcome Vidya, FundsIndia’s head of mutual fund research

Srikanth Meenakshi

We take great pleasure in welcoming Vidya Bala to Team FundsIndia as Head of Mutual fund Research. Many of you might already be familiar with Vidya. She was the Chief…Continue Reading

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SEBI’s new mutual fund regulations – what is the real impact to retail investors likely to be?

Srikanth Meenakshi

After weeks of deliberations, SEBI has come out with its new regulations for the mutual fund industry.  Currently, it is a press release which means we only get the outline…Continue Reading