Insights

Category: Mutual funds

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FundsIndia Recommends: HDFC Medium Term Opportunities

Bhavana Acharya

Short on time? Listen to a brief overview of this week’s review. HDFC Medium Term Opportunities is a long-term debt fund. It earns its returns through interest accrued on the…Continue Reading

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What SEBI’s proposal to categorise and consolidates schemes can mean to you

Vidya Bala

Post media reports last week, some of you sought to know what would happen to your mutual funds with SEBI’s proposal to reduce the number of schemes. Some of you…Continue Reading

FundsIndia Views: Why you need help choosing debt funds

Vidya Bala

Short on time? Listen to a brief overview of this week’s review. Most of you look at returns of equity mutual funds to pick a fund to invest. When the…Continue Reading

Mutual funds are betting big on the financial sector

Bhavana Acharya

Banking and financial services are the most favoured sectors for equity mutual funds, with both sectors seeing their share in equity fund AUM inching steadily higher. Data from SEBI show…Continue Reading

FundsIndia Recommends: Aditya Birla Sun Life Balanced ‘95

Bhavana Acharya

Short on time? Listen to a brief overview of this week’s review. A new entrant to the Select Funds list in our June quarter review is Aditya Birla Sun Life…Continue Reading

You don’t have to add schemes when you increase investments

Vidya Bala

“I want to invest more/I want to increase my SIPs. Can you suggest good new funds that I don’t hold?”  – is a question that we hear often. The key…Continue Reading

FundsIndia Views: Why your dynamic bond fund returns will not be static

Vidya Bala

Short on time? Listen to a brief overview of this week’s review. In recent months, your dynamic bond fund’s annualised returns may have fallen from high double-digit returns to single-digit…Continue Reading

FundsIndia Strategies: The why and how of portfolio diversification

Bhavana Acharya

Short on time? Listen to a brief overview of this week’s review. [soundcloud url=”http://api.soundcloud.com/tracks/339133316″ params=”color=ff5500&auto_play=false&hide_related=false&show_comments=true&show_user=true&show_reposts=false” width=”100%” height=”166″ iframe=”true” /] Looking at double-digit returns in the stock market, it may seem…Continue Reading

What to do with your fund when a correction happens

Mutual Fund Research Desk

In recent times, stock markets have given us enough reasons to worry. First, there was the blistering run in July when indices hit all-time highs. Then there was concern of…Continue Reading

FundsIndia Views: Reset your return expectations

Vidya Bala

Short on time? Listen to a brief overview of this week’s review. [soundcloud url=”http://api.soundcloud.com/tracks/338109395″ params=”color=ff5500&auto_play=false&hide_related=false&show_comments=true&show_user=true&show_reposts=false” width=”100%” height=”166″ iframe=”true” /] With the markets delivering close to 20% returns on a year-to-date…Continue Reading