Insights

Category: Mutual funds

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FundsIndia Explains – Thematic and Sector funds

Mutual Fund Research Desk

Most 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?

Bhavana Acharya

Last 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

Vidya Bala

A 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?

Vidya Bala

The 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?

Mutual Fund Research Desk

Take 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

Bhavana Acharya

In 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

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FundsIndia Explains: International funds

Mutual Fund Research Desk

You 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

Bhavana Acharya

At 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

Mutual Fund Research Desk

Last 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

FundsIndia Recommends: SBI Magnum Equity

Vidya Bala

A new addition to our ‘Select Funds’ list this quarter is SBI Magnum Equity. While SBI Bluechip, a top-notch fund from the same fund house also figures in our list,…Continue Reading