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Author Archive | Mutual Fund Research Desk

FundsIndia Views: Why equity funds are underperforming

Mutual Fund Research Desk

Recent news headlines have been giddily declaring new market highs – ‘the Sensex is nearing its January peak’, ‘now its past that’, ‘now is 36,500’, ‘now its broken through 37,000’.…Continue Reading

RBI’s rate hike gives more reason to invest in debt funds

Mutual Fund Research Desk

A second policy rate hike by RBI, last week, coming on the back of a hike only 2 months ago, was surprising for some. But markets seemed prepared for it.…Continue Reading

FundsIndia’s Mutual Fund Ratings – post SEBI’s categories

Mutual Fund Research Desk

Post AMCs moving to SEBI-defined categories, we have seen different rating agencies as well as ‘top MFs’ list by media houses following various methods to deal with comparison of different…Continue Reading

Changes to FundsIndia’s Select Funds

Mutual Fund Research Desk

Over the past five months, mutual fund houses have been overhauling their funds and strategies to comply with SEBI categorisation rules. This re-categorisation has made peer comparison of funds challenging. For…Continue Reading

Rising rate scenario favors FMPs

Mutual Fund Research Desk

With the interest rates going up across instruments, Fixed Maturity Plans (FMPs) gain investor interest. For those not looking for fixed returns, FMPs can deliver superior returns to bank fixed…Continue Reading

When your SIP returns turn negative

Mutual Fund Research Desk

If you had started investments in equity SIPs in the past 3 months or 6 months or in some cases even one year, your annualized returns (IRR) would likely be…Continue Reading

FundsIndia Explains: Capture Ratio

Mutual Fund Research Desk

‘The market has done extremely well, has my fund kept up with it?’ ‘The market is bleeding, has my fund come out with minimal losses?’ These are important questions to…Continue Reading

The indirect cost of direct plans

Mutual Fund Research Desk

In recent times, we have seen quite a few advertisements and promotions for direct plans of mutual funds. They talk about how much you stand to lose if you invest…Continue Reading

Capital_gains

Simply Important: Your new capital gains report at FundsIndia

Mutual Fund Research Desk

The Union Budget of 2018 made a significant change in taxation of equity mutual funds. Long Term Capital Gains on equity funds, which had been exempt since 2004, were made…Continue Reading

Understanding SEBI’s new fund categories

Mutual Fund Research Desk

In a move to make choices for investors simpler, SEBI came out with categories with defined criteria. This means that funds within a category will henceforth be mandated to stick…Continue Reading