Insights

Tags: Mutual funds

RSS feed for this section

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

FundsIndia Recommends: SBI Magnum Equity

Vidya Bala

A new addition to our ‘Select Funds’ list this quarter is SBI Magnum Equity. While SBI Bluechip, a top-notch fund from the same fund house also figures in our list,…Continue Reading

FundsIndia Views: 2017 – Outlook and strategy

Vidya Bala

If the below data has weakened your faith and interest in equity, then it could be a good thing! ‘The safest and most potentially profitable thing is to buy something…Continue Reading

FundsIndia explains: How to tell if your fund is doing well

Mutual Fund Research Desk

Looking back on 2016, your equity funds have not matched up to your expectations. Where did those 20% returns go? Should you sell your fund? Don’t do that just yet.…Continue Reading

line

FundsIndia Views: The equity lessons in 2016

Bhavana Acharya

The close of 2016 seems to be echoing the start of 2016, with the stock markets on a downward slide. Sandwiched between these two declining phases was a period of…Continue Reading