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FundsIndia Views: Should you worry about debt fund declines?

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 the media blaming fund managers for betting on the Monetary Policy and losing money for investors.  Is this really the case? Why did we have […]

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FundsIndia Recommends: Tata India Tax Savings

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 to correct calls on sectors and stocks. It makes good use of the flexibility to move across market capitalisations, using the ongoing midcap rally to […]

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FundsIndia Recommends: DSP BlackRock Income Opportunities

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. A good part of the duration rally is already past. Two, the currency withdrawal has hastened the pace of interest rate cuts by banks in […]

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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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Changes to FundsIndia’s Select Funds list

FundsIndia’s Select Funds is a list of funds that you can invest in today. Spread across categories, this list helps you narrow down your investment choices from the hundreds of funds that you would otherwise have to sift through before investing. We review this list on a quarterly basis. There are additions to ensure that […]

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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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