Insights

Category: Research Desk

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What happened with IL&FS? What’s the debt fund impact?

Mutual Fund Research Desk

IL&FS (Infrastructure Leasing and Financial Services) finances and develops infrastructure across the country, on its own and through a range of group companies. The group is among the largest in…Continue Reading

What's driving India's GDP growth?

FundsIndia Views: What’s driving the GDP

Vidya Bala

The 8.2% real GDP growth for the June quarter left many analysts and economists surprised. Notwithstanding the low base effect, especially in the manufacturing space, experts acknowledge the numbers as…Continue Reading

First quarter earnings show broad-based growth

Mutual Fund Research Desk

Our analysis of the June quarter results for the NSE Nifty 500 companies suggests positive earnings growth across sectors barring banks. Excluding banks, revenue for 464 out of the 500…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

Are FIIs buying the same stocks as MFs?

Ashwini Arulrajhan

Equity markets have been volatile so far this year with Nifty 50 falling about 10% in the Jan-Mar period and recovering swiftly to make new highs. But broader markets are…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

What’s an NFO? Should you go for it?

Mutual Fund Research Desk

Expanding into New Fund Offer, an NFO is the launch of a new mutual fund by an asset management company. And there are several of these cropping up in recent…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

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

RBI’s rate hike gives more reason to invest in debt funds

Mutual Fund Research Desk

A second policy rate hike by RBI, last week, coming on the back of a hike only 2 months ago, was surprising for some. But markets seemed prepared for it.…Continue Reading