Insights

Category: Mutual funds

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Parag Parikh Long Term Equity

FundsIndia Recommends: Parag Parikh Long Term Equity

Bhavana Acharya

Among equity funds, Parag Parikh Long Term Equity stands apart. Its difference comes from its portfolio, its strategy, and its performance. The fund is categorised as a multicap fund, and…Continue Reading

Kotak Standard Multicap

FundsIndia Recommends: Kotak Standard Multicap

Bhavana Acharya

At 12.8%, the 1-year returns of Kotak Standard Multicap may not look inspiring against the 17.8% of the Nifty 200 TRI, its benchmark index. Why then is it still a…Continue Reading

FundsIndia Recommends: Aditya Birla Sun Life Savings

Bhavana Acharya

In an interest rate cycle that’s starting to move up, funds with shorter maturities can reflect the higher rates more quickly and are less volatile at the same time. Aditya…Continue Reading

FundsIndia Recommends: UTI Medium Term

Vidya Bala

UTI Medium Term is a superior alternative to owning the recent spate of NCDs or corporate FDs on offer. The fund has a portfolio of high and medium quality papers…Continue Reading

Why your bank deposit rates won’t go up much

Vidya Bala

With the RBI hiking repo rate for the second time this year on August 1, you may be hoping that deposit rates will soon climb back to the 9% plus…Continue Reading

FundsIndia Views: Why equity funds are underperforming

Mutual Fund Research Desk

Recent news headlines have been giddily declaring new market highs – ‘the Sensex is nearing its January peak’, ‘now its past that’, ‘now is 36,500’, ‘now its broken through 37,000’.…Continue Reading

FundsIndia Recommends: Motilal Oswal Long Term Equity

Bhavana Acharya

Motilal Oswal Long Term Equity is a good option in equity-linked savings schemes – equity funds that qualify for tax deductions under Section 80C of the Income Tax Act. The…Continue Reading

FundsIndia Explains: Effect of volatility on fund returns

Gourav Kumar

Over the last 6 months, markets have been in the red often. While BSE Sensex and NSE Nifty 50 are back to their all time highs, small and midcap indices…Continue Reading

FundsIndia’s Mutual Fund Ratings – post SEBI’s categories

Mutual Fund Research Desk

Post AMCs moving to SEBI-defined categories, we have seen different rating agencies as well as ‘top MFs’ list by media houses following various methods to deal with comparison of different…Continue Reading

Changes to FundsIndia’s Select Funds

Mutual Fund Research Desk

Over the past five months, mutual fund houses have been overhauling their funds and strategies to comply with SEBI categorisation rules. This re-categorisation has made peer comparison of funds challenging. For…Continue Reading