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FundsIndia Recommends: SBI Magnum Equity

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, SBI Magnum Equity, is a recent addition. SBI Magnum Equity is a pure large-cap fund, unlike its sister fund that takes some mid-cap exposure. As […]

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FundsIndia Views: 2017 – Outlook and strategy

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 when no one likes it’ said Howard Marks, one of America’s more successful investor. If you are not liking what you are seeing below, then […]

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FundsIndia Views: The equity lessons in 2016

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 joy ride, especially for mid-cap and small-cap segments of the market. Having contended with several bolts from the blue, the stock markets closed 2016 on […]

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2016 – a tough year for funds and Select Funds

If 2015 was a frustrating year for equities, 2016 was yet another. Key equity indices – Nifty or the BSE 100 have remained flat over the past 2 years. On a point-to-point return basis, funds linked to these benchmarks did not move much. And our Select Funds, despite holding a solid long-term track record, found […]

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FundsIndia Reviews: ICICI Prudential Long Term Plan

Among dynamic bond funds, ICICI Prudential Long Term Plan ranks at the very top in the one, two, and three-year timeframes. Its one-year return of 17.3% leaves the category’s average 14.4% far behind. An aggressive duration call and deft management of its portfolio propelled these returns. The fund, though, was until 2013, a short-term accrual […]

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FundsIndia Recommends: DSP BlackRock Taxsaver

This tax-saving season, your options may seem compressed if you look at the returns from your traditional tax-saving products. With EPF, 5-year tax-saving FD, NSC and PPF all seeing a dip in their interest rate  in the past 1 year (which may further go down), market-linked products such as tax-saving funds score over these by […]

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FundsIndia Strategies: The higher-returning FD alternative

For those of you setting store by bank fixed deposits, the move to demonetise the Rs 500 and Rs 1000 notes is a wake-up call. Flush with over Rs 8 lakh crore in deposit inflows, several banks from SBI to ICICI to HDFC Bank to Kotak Mahindra Bank have slashed the interest rates they pay […]

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FundsIndia Recommends: UTI Income Opportunities

At a time when duration is the preferred strategy in the debt fund market, we recommend that investors supplement it with some accrual funds as well (for those wanting to know how duration and accrual strategy vary please read this article). Within the accrual strategy, for investors looking at sustained higher returns, long after the […]

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FundsIndia Recommends: Kotak Select Focus

A fund with an enviable track record, Kotak Select Focus is a good bet for moderate-risk investors. Since its inception in September 2009, the fund has shown its mettle in keeping ahead of its benchmark, the Nifty 200, at all times. Kotak Select Focus takes heavy bets on a few sectors, which is where the […]

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FundsIndia Ratings – Criteria and Methodology

The universe of mutual funds in India is large and often leaves investors confused on what funds to go with. Understanding the fund strategy, their positioning, their risk profile, and applying these to their performance, become key factors in choosing a fund. At FundsIndia Research, we look at all these factors, including qualitative assessments about […]

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