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FundsIndia Views: What should be your time frame and return expectation with equity funds?

Vidya Bala

Most of you, when you started investing with us, would have heard your FundsIndia advisor tell you that equity funds are not meant for the short term. We say this…Continue Reading

FundsIndia explains: What are midcap funds?

Mutual Fund Research Desk

We’ve looked at what large-cap funds are, and why they are a must-have in your long-term portfolio. This week, we will take up the midcap fund category. What midcap funds…Continue Reading

FundsIndia Recommends: Tata Balanced Fund

Bhavana Acharya

Ranking the one-year returns of balanced funds will not have Tata Balanced in the top quartile. Yet, the fund remains among the best in its category, with a solid long-term…Continue Reading

Why do funds stop fresh inflows?

Bhavana Acharya

Last week, crowd favourite DSP BlackRock Microcap, a small-cap equity fund stopped accepting fresh investments altogether. This comes a few months after the fund restricted lump-sum investments. Midcap fund Mirae…Continue Reading

The job of a debt fund

Vidya Bala

A recent article by Dhirendra Kumar of Valueresearch ‘Debt funds’ self-inflicted losses’ came as a surprise. The article surprised me for some of the assumptions it made about debt fund…Continue Reading

FundsIndia Views: Should you worry about debt fund declines?

Vidya Bala

The single-day fall in medium and long-term debt funds ranging from 0.1% to 2.2% on February 8, 2017, following the Monetary Policy, might look alarming. There were also sections of…Continue Reading

FundsIndia explains: What are largecap funds?

Mutual Fund Research Desk

Take any fund. Other than the returns numbers, which draw your immediate attention, look at the type of fund it is. Any portfolio recommendation or review will always mention the…Continue Reading

FundsIndia Recommends: Tata India Tax Savings

Bhavana Acharya

In our previous Select Funds review, we had introduced Tata India Tax Savings in the tax-saving fund category. This fund has climbed steadily up the ranking charts since 2015, thanks…Continue Reading

FundsIndia Recommends: DSP BlackRock Income Opportunities

Bhavana Acharya

At a time when rates have dropped and are expected to drop further, investing in an income fund may seem incongruent. But it is a good move for many reasons.…Continue Reading

FundsIndia explains: Closed-ended hybrid debt funds

Mutual Fund Research Desk

Last week we discussed about closed -ended debt funds and one of the most popular closed-ended debt fund category – fixed maturity plans (FMP). In this article, we’ll discuss the…Continue Reading