Can a debt fund deliver losses?
February 21, 2017In a word, yes. A debt fund can deliver losses. You would have noticed it last week, when you saw your one-day return in the red. Why does this happen?…Continue Reading
FundsIndia Explains – Thematic and Sector funds
February 20, 2017Most equity mutual funds invest across sectors and industries. But some funds choose to restrict this to certain segments. They are called thematic and sector funds. Though thematic and sector…Continue Reading
Why do funds stop fresh inflows?
February 20, 2017Last week, crowd favourite DSP BlackRock Microcap, a small-cap equity fund stopped accepting fresh investments altogether. This comes a few months after the fund restricted lump-sum investments. Midcap fund Mirae…Continue Reading
The job of a debt fund
February 18, 2017A recent article by Dhirendra Kumar of Valueresearch ‘Debt funds’ self-inflicted losses’ came as a surprise. The article surprised me for some of the assumptions it made about debt fund…Continue Reading
FundsIndia Views: Should you worry about debt fund declines?
February 15, 2017The single-day fall in medium and long-term debt funds ranging from 0.1% to 2.2% on February 8, 2017, following the Monetary Policy, might look alarming. There were also sections of…Continue Reading
FundsIndia explains: What are largecap funds?
February 13, 2017Take any fund. Other than the returns numbers, which draw your immediate attention, look at the type of fund it is. Any portfolio recommendation or review will always mention the…Continue Reading
FundsIndia Recommends: Tata India Tax Savings
February 8, 2017In our previous Select Funds review, we had introduced Tata India Tax Savings in the tax-saving fund category. This fund has climbed steadily up the ranking charts since 2015, thanks…Continue Reading
FundsIndia Explains: International funds
February 6, 2017You have an option to invest in international markets through the mutual fund route. Indian mutual funds offer a host of funds that invest internationally. Called international funds, these funds…Continue Reading
FundsIndia Recommends: DSP BlackRock Income Opportunities
January 25, 2017At a time when rates have dropped and are expected to drop further, investing in an income fund may seem incongruent. But it is a good move for many reasons.…Continue Reading
FundsIndia explains: Closed-ended hybrid debt funds
January 23, 2017Last week we discussed about closed -ended debt funds and one of the most popular closed-ended debt fund category – fixed maturity plans (FMP). In this article, we’ll discuss the…Continue Reading