Category: Research Desk
What’s an NFO? Should you go for it?
August 20, 2018Expanding 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
August 15, 2018UTI 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
August 8, 2018Recent 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
August 6, 2018A 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
FundsIndia Recommends: Motilal Oswal Long Term Equity
August 1, 2018Motilal 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’s Mutual Fund Ratings – post SEBI’s categories
July 25, 2018Post 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
July 19, 2018Over 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
FundsIndia Recommends: Aditya Birla Sun Life Equity
July 11, 2018Aditya 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
June 27, 2018For 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
June 13, 2018After 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
