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Author Archive | Mutual Fund Research Desk

FundsIndia explains: Contingency fund and its importance

Mutual Fund Research Desk

Your EMI is well within your capacity, you have no difficulty in meeting recurring expenses, and you even have a monthly surplus that you’re investing. Isn’t that a great position…Continue Reading

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FundsIndia Explains: What is an STP?

Mutual Fund Research Desk

As the market touches new heights every week, people are rushing to put their money into mutual funds. It is important to sound a note of caution here. If you…Continue Reading

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All you wanted to know about ELSS funds

Mutual Fund Research Desk

You have a choice of several investments under the Section 80 C’s capacious umbrella, in order to cut tax payments. Among these is ELSS, or equity-linked savings schemes. Here’s all…Continue Reading

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Stay Invested During Downturns for Bigger Gains

Mutual Fund Research Desk

When markets are doing well, it not only attracts new investors but also motivates exiting investors to stay invested. But stock markets do not move upward always. What happens when…Continue Reading

FundsIndia explains: What are absolute returns

Mutual Fund Research Desk

“My investment in that Bombay house grew to Rs.85 lakhs from when I bought it back in 2000 for just Rs.25 lakhs. My investment has tripled!” That’s a declaration that…Continue Reading

FundsIndia explains: what to do when your scheme merges

Mutual Fund Research Desk

In the wake of SEBI’s recent proposal to categorise mutual funds and rationalise the number of funds there are, scheme mergers are inevitable. So what happens when a scheme you…Continue Reading

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Changes to FundsIndia’s Select Funds list

Mutual Fund Research Desk

With SEBI’s recent circular on fund categorization (read about it here), we are happy to let you know that at FundsIndia’s research, we have followed a structured methodology to categorise…Continue Reading

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What SEBI’s circular on scheme category definitions implies

Mutual Fund Research Desk

For all open-ended schemes, SEBI has issued a circular that defines the characteristics of each mutual fund category across equity, debt, and hybrid schemes. Following is the background leading up…Continue Reading

FundsIndia explains: Accrual and duration in debt funds

Mutual Fund Research Desk

If you read our articles that talk about debt funds, you would find a mention of the terms accrual or duration, or both. These terms are the strategies debt funds…Continue Reading

FundsIndia Explains: Rolling Returns – What is it and how it is used

Mutual Fund Research Desk

When we analyse funds, rolling return is one of the key metrics we look at. You would have noticed it in most of our fund reviews and recommendations. Read on…Continue Reading