Insights

Bhavana Acharya

Bhavana Acharya was the Deputy Head of Mutual Fund Research at FundsIndia.

Author Archive | Bhavana Acharya

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

HDFC Small Cap

FundsIndia Recommends: HDFC Small Cap

Bhavana Acharya

HDFC Small Cap is a recent addition to our Select Funds list. With a 1-year loss of 0.5%, the fund is among the few small-caps whose 1-year returns aren’t deep…Continue Reading

FundsIndia Recommends: HDFC Short Term Debt

Bhavana Acharya

An ability to deliver returns higher than fixed deposits, maintenance of portfolio in short-term low-risk papers, and low chance of temporary losses, all make HDFC Short Term Debt a good…Continue Reading

Parag Parikh Long Term Equity

FundsIndia Recommends: Parag Parikh Long Term Equity

Bhavana Acharya

Among equity funds, Parag Parikh Long Term Equity stands apart. Its difference comes from its portfolio, its strategy, and its performance. The fund is categorised as a multicap fund, and…Continue Reading

Kotak Standard Multicap

FundsIndia Recommends: Kotak Standard Multicap

Bhavana Acharya

At 12.8%, the 1-year returns of Kotak Standard Multicap may not look inspiring against the 17.8% of the Nifty 200 TRI, its benchmark index. Why then is it still a…Continue Reading

FundsIndia Recommends: Aditya Birla Sun Life Savings

Bhavana Acharya

In an interest rate cycle that’s starting to move up, funds with shorter maturities can reflect the higher rates more quickly and are less volatile at the same time. Aditya…Continue Reading

FundsIndia Recommends: Motilal Oswal Long Term Equity

Bhavana Acharya

Motilal Oswal Long Term Equity is a good option in equity-linked savings schemes – equity funds that qualify for tax deductions under Section 80C of the Income Tax Act. The…Continue Reading

FundsIndia Recommends: Aditya Birla Sun Life Equity

Bhavana Acharya

Aditya Birla Sun Life Equity Fund-Growth, a multi-cap fund, has established itself in the top quartile of its category in the past few years. Its 3-year and 5-year return are…Continue Reading

FundsIndia Reviews: What’s happening with midcap funds

Bhavana Acharya

After years of admirable performance, the mid-cap segment turned tail. Since the peak hit in January this year, the Nifty Midcap 100 index has lost 13%. In contrast, both the…Continue Reading