Insights

Category: Mutual funds

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FundsIndia Recommends: Aditya Birla Sun Life Equity

Bhavana Acharya

Aditya Birla Sun Life Equity Fund-Growth, a multi-cap fund, has established itself in the top quartile of its category in the past few years. Its 3-year and 5-year return are…Continue Reading

FundsIndia Views: The final debate on FD vs. Debt funds

Vidya Bala

For many of you, looking at the latest FD interest offered by banks and comparing it with the past 1 year returns of debt funds serves up an easy conclusion.…Continue Reading

FundsIndia Reviews: What’s happening with midcap funds

Bhavana Acharya

After years of admirable performance, the mid-cap segment turned tail. Since the peak hit in January this year, the Nifty Midcap 100 index has lost 13%. In contrast, both the…Continue Reading

Reliance Quant fund: The arrival of new-age ‘smart’ funds

Vidya Bala

If you followed developed equity markets in the rest of the world, you would have read that index and ETF-based investing are often touted to be the smart, efficient way…Continue Reading

FundsIndia Views: Why you should not be exiting debt funds now

Vidya Bala

If you were to look at the year-ago returns of many of your debt funds and the current returns, you will wonder if you made a wrong choice in investing…Continue Reading

SEBI's new categories, what's changing in Select Funds?

FundsIndia Views: SEBI’s new categories – what’s changing in Select Funds?

Bhavana Acharya

Over the past two weeks, we covered the changes taking place in equity and debt categories because of SEBI’s new categorization norms. We’ve discussed the impact of the changes, what’s…Continue Reading

FundsIndia Views: SEBI’s new categories – what’s changing in your debt funds

Bhavana Acharya

Last week, we discussed changes in equity funds as AMCs get into full swing in redefining categories based on SEBI’s new rules. This week we’ll take up the changes involved…Continue Reading

FundsIndia Views: SEBI’s new categories – what’s changing in your equity funds

Vidya Bala

A month ago, we wrote about what SEBI’s scheme re-categorization means for you. Now, with a good chunk of the changes announced by AMCs, we’d like to get into what…Continue Reading

HDFC Balanced is merging into another fund and will be called HDFC Hybrid Equity fund. What's in store for investors?

FundsIndia Views: HDFC Balanced is merging. Should you worry?

Bhavana Acharya

For investors in HDFC Balanced fund, last week dropped what seemed a bombshell. HDFC Balanced is merging into another fund. Is this worrisome? What changes in the fund? Should you…Continue Reading

Why are investors exiting their real-estate investments?

FundsIndia Views: Why people are exiting their real estate investments

Vidya Bala

When there is a trend to the behavioural pattern of our investors, we like to understand it. The current trend we are observing in our investors and many around us…Continue Reading