Insights

Category: Mutual funds

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FundsIndia Explains – Scheme Information Document (SID)

Mutual Fund Research Desk

Scheme Information Document (SID) provides investors with much of the information that you need to know about a scheme. You would have read disclaimers in mutual funds, telling you to…Continue Reading

FundsIndia Recommends: DSP BlackRock Taxsaver

Vidya Bala

This tax-saving season, your options may seem compressed if you look at the returns from your traditional tax-saving products. With EPF, 5-year tax-saving FD, NSC and PPF all seeing a…Continue Reading

FundsIndia Explains: What are dividend yield funds?

Mutual Fund Research Desk

Last week, in this column, we explained how mutual funds pay dividends. We had mentioned how mutual funds don’t have to pay dividends (and can’t, for that matter) unless they…Continue Reading

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FundsIndia Strategies: The higher-returning FD alternative

Bhavana Acharya

For those of you setting store by bank fixed deposits, the move to demonetise the Rs 500 and Rs 1000 notes is a wake-up call. Flush with over Rs 8…Continue Reading

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FundsIndia Explains : How mutual funds pay dividends

Mutual Fund Research Desk

Many investors assume that mutual funds pay their dividend from the dividends they receive in the stocks they hold. They also ask us during corporate dividend season (post annual results),…Continue Reading

FundsIndia Recommends: UTI Income Opportunities

Vidya Bala

At a time when duration is the preferred strategy in the debt fund market, we recommend that investors supplement it with some accrual funds as well (for those wanting to…Continue Reading

FundsIndia Explains: Why debt fund returns are not fixed

Mutual Fund Research Desk

Last week, in this column, we explained why equity fund returns are not fixed or predictable. This week, we’ll take up debt funds. You may look in askance if we…Continue Reading

FundsIndia Recommends: Kotak Select Focus

Bhavana Acharya

A fund with an enviable track record, Kotak Select Focus is a good bet for moderate-risk investors. Since its inception in September 2009, the fund has shown its mettle in…Continue Reading

FundsIndia Ratings – Criteria and Methodology

Vidya Bala

The universe of mutual funds in India is large and often leaves investors confused on what funds to go with. Understanding the fund strategy, their positioning, their risk profile, and…Continue Reading

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FundsIndia Explains – Why there is no fixed return in mutual funds

Mutual Fund Research Desk

When first-time investors in mutual funds approach us, the first question they ask is what is the ‘returns’ that the fund will give. As investors we all like certainty in…Continue Reading