Insights

Category: Mutual funds

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FundsIndia explains: Index funds and ETFs

Mutual Fund Research Desk

What’s the difference between HDFC Nifty ETF and HDFC Index Nifty? Well, the first is an ETF and the second is a mutual fund. They both have the same purpose…Continue Reading

“We are aiming for equity-like returns with low volatility”

FundsIndia Desk

Strong domestic inflows should hold, says Mr V. Srivatsa, Fund Manager, UTI Wealth Builder (earlier UTI Wealth Builder Series II). He also explained the new philosophy behind the refurbished UTI…Continue Reading

FundsIndia Recommends: Invesco India Dynamic Equity

Bhavana Acharya

Are swift rises and steep falls in the stock market and your fund’s returns not your cup of tea? In that case, a fund that can strategically get into cash…Continue Reading

FundsIndia explains: Active sector bets

Mutual Fund Research Desk

When we look at some of the mutual fund factsheets or market presentations or listen to a fund manager speak, we often come across the term Overweight/Underweight a sector or…Continue Reading

FundsIndia Views: Don’t go overboard on mid and small-cap funds

Vidya Bala

In the past few months, we have seen investors, especially new investors, simply picking funds in the mid- and small-cap category based on high returns . While we think mid-cap funds…Continue Reading

FundsIndia explains: What is a value fund?

Mutual Fund Research Desk

If you’re a savvy shopper, you wait for discount seasons during the year to buy that new television, phone, fancy shoes or clothes. You get the same good performance or…Continue Reading

Changes to FundsIndia’s Select Funds List

Mutual Fund Research Desk

FundsIndia’s Select Funds is a list of investment worthy funds. Spread across categories, this list helps you narrow down your investment choices from the hundreds of funds that you would…Continue Reading

FundsIndia Explains: Compounded annual growth rate (CAGR)

Mutual Fund Research Desk

Some time ago, we looked at what compounding is all about and how your money multiplies under compounding . When money compounds over several years, the finance world use a…Continue Reading

FundsIndia Reviews: SBI Magnum Balanced Fund

Bhavana Acharya

Balanced funds are suitable for moderate-risk equity investors, or first-timers who want to test the equity waters. SBI Magnum Balanced is one such fund that has been moving up the…Continue Reading

FundsIndia Explains: What is consistency?

Mutual Fund Research Desk

Any day is a good day for investing in a mutual fund. And whenever you invest, you need your fund to deliver well – i.e., generate returns better than the…Continue Reading