Insights

Bhavana Acharya

Bhavana Acharya is Deputy Head, Mutual Fund Research at FundsIndia.com. She holds a degree in management, with a specialisation in finance. Bhavana has been researching funds, markets, sectors and companies for the last ten years.

Author Archive | Bhavana Acharya

FundsIndia Recommends: L&T Midcap

Bhavana Acharya

L&T Midcap is an achiever on three counts. One, it returns better than the market during rallies while also containing losses on corrections. Two, it delivers among the best risk-adjusted…Continue Reading

Returns of debt funds are trending up

Bhavana Acharya

Last week, we wrote on liquid fund returns and how the high returns of 2018 have begun sliding. This trend is both on account of an abnormal credit situation easing…Continue Reading

FundsIndia Recommends: Mirae Asset India Equity

Bhavana Acharya

Mirae Asset India Equity is among the steadiest equity funds. It beats the broad-market Nifty 500 TRI index all the time in any 3-year period since its inception. The average…Continue Reading

FundsIndia Recommends: Invesco India Growth Opportunities

Bhavana Acharya

Large-and-midcap funds play a unique role in a portfolio. They straddle the middle ground between midcap funds and multicap funds. In this category, Invesco India Growth Opportunities is a good…Continue Reading

Why hybrid aggressive funds underperformed large-cap funds

Bhavana Acharya

On a 1-year basis, hybrid aggressive funds are in the low single digits at just 1.2% on an average. Not just that, the category was clocking 1-year losses in preceding…Continue Reading

FundsIndia Recommends: Franklin India Prima

Bhavana Acharya

From the peak in January 2018, midcap stocks have been on a downward slide. The Nifty Midcap 100 TRI lost 17.7% from then till date. 4 in every 10 midcap…Continue Reading

FundsIndia Reviews: UTI Equity

Bhavana Acharya

Among multicap funds today, UTI Equity holds a 1-year return of 3.8% at a time when most peers and the Nifty 500 TRI are sporting losses. This is a far…Continue Reading

FundsIndia Recommends – Aditya Birla Sun Life Tax Relief ‘96

Bhavana Acharya

Haven’t invested enough to save taxes yet? Consider Aditya Birla Sun Life Tax Relief ’96, an ELSS fund that qualifies for deductions under Section 80C of the Income Tax Act.…Continue Reading

FundsIndia Views: The Five Lessons of 2018

Bhavana Acharya

Markets closed out 2018 in a burst of volatility, capping a year of several yo-yos. Equity and debt markets had a tumultuous 2018, which served to drive home certain basics.…Continue Reading

FundsIndia Recommends: Axis Long Term Equity

Bhavana Acharya

With only a few months left to the end of this fiscal, you will be looking for avenues to save on taxes. Axis Long Term Equity, an equity-linked savings scheme,…Continue Reading