Category: Mutual Fund Basics
Fundamentals and key attributes of Mutual Funds as well as the industry at large
FundsIndia explains: What are absolute returns
October 23, 2017“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
October 16, 2017In 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
FundsIndia explains: Accrual and duration in debt funds
September 11, 2017If 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
August 28, 2017When 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
What to do with your fund when a correction happens
August 21, 2017In recent times, stock markets have given us enough reasons to worry. First, there was the blistering run in July when indices hit all-time highs. Then there was concern of…Continue Reading
FDs are not as risk free as you think
August 14, 2017SBI, Bank of Baroda and more recently Axis Bank cut their savings bank rate to 3.5%. This may mean that the already low FD rates may also dip further. Most…Continue Reading
FundsIndia explains: What is portfolio concentration?
August 7, 2017Portfolio concentration is a term you would have come across in our fund reviews. We would have said that a portfolio is diffused across stocks, or, that the top ten…Continue Reading
Simple rules to make your portfolio work better
July 31, 2017If you are following your money resolution for the year, keep up the tempo! We would like you to add a few more resolutions – if they are already not…Continue Reading
FundsIndia explains: Should you invest in mid-cap funds?
July 24, 2017With the Nifty Freefloat Midcap 100 delivering 28% in the last one year, against the Nifty 50’s relatively modest 17%, midcap funds are the first choice for many investors. What…Continue Reading
FundsIndia explains: When is it a good time to invest?
July 17, 2017When is it a good time to invest? But that’s a loaded question at any time, and not just in the current market mood. The answer to whether the time…Continue Reading
