Category: Mutual funds
How balanced funds have duration risk too
October 20, 2017If you thought only dynamic bond funds adjusted their portfolios to rate cycles, a look at balanced fund portfolios may throw a surprise. Traditionally, balanced funds don’t juggle their debt…Continue Reading
FundsIndia Recommends: Motilal Oswal MOSt Focused Multicap 35
October 17, 2017Short on time? Listen to a brief overview of this week’s recommendation. With a one-year return of 27%, Motilal Oswal MOSt Focused Multicap 35 soars above other diversified equity funds. The…Continue Reading
FundsIndia explains: what to do when your scheme merges
October 16, 2017In the wake of SEBI’s recent proposal to categorise mutual funds and rationalise the number of funds there are, scheme mergers are inevitable. So what happens when a scheme you…Continue Reading
Changes to FundsIndia’s Select Funds list
October 11, 2017With SEBI’s recent circular on fund categorization (read about it here), we are happy to let you know that at FundsIndia’s research, we have followed a structured methodology to categorise…Continue Reading
What SEBI’s circular on scheme category definitions implies
October 9, 2017For all open-ended schemes, SEBI has issued a circular that defines the characteristics of each mutual fund category across equity, debt, and hybrid schemes. Following is the background leading up…Continue Reading
What is a mutual fund and why should you invest in it?
October 7, 2017These days, you’re constantly bombarded with messages every day asking you to invest your money. Be it your parents, your friends, or ads (like AMFI’s Mutual Funds Sahi Hai series) on…Continue Reading
FundsIndia Recommends: Invesco India Tax Plan
October 4, 2017Short on time? Listen to a brief overview of this week’s review. Traditional go-to options to save on taxes are bank or post office deposits, public provident fund, or national…Continue Reading
The unrealistic retirement plans of the middle class
October 3, 2017When an acquaintance of mine did some serious home buying and child education planning with me, he refused to even discuss retirement. He felt the retirement figure I discussed was…Continue Reading
FundsIndia Views: Indian economy – are experts’ concerns overblown?
September 27, 2017Distress calls by a large section of the media and by economists on feeble GDP growth of 5.7% for the quarter ending June 2017 has spilled over into stock markets.…Continue Reading
The Bharat 22 ETF – word until now…
September 22, 2017The Finance Minister, Arun Jaitely, announced in August the creation of a new ETF – the Bharat 22 ETF. This was announced as a way for the government to divest…Continue Reading
