Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
7 Brutally Honest Questions That Answer Your Equity Exposure Dilemma
January 6, 2021The question everyone wants an answer for… You have often heard about the adage “Buy Low – Sell High”. Now that markets are at an all-time high, shouldn’t you SELL…Continue Reading
Conservative Hybrid Funds – Not So Conservative!
December 30, 2020At the current juncture, fixed income investors need to be prepared for relatively lower returns both from Bank Fixed Deposits and Debt funds compared to the returns they enjoyed in…Continue Reading
What if your SIP had more powers? Presenting ‘Power SIP’
December 1, 2020We have always remained strong proponents of systematic investment plans (SIPs) in equities. The reason it works over the long run is because it helps in averaging out the buying…Continue Reading
HDFC Dividend Yield Fund – Should you invest?
December 1, 2020HDFC Dividend Yield Fund – ‘Value’ oriented Fund positioned for Attractive Dividend Yield + Valuation Rerating + Reasonable Earnings Growth FundsIndia View: Positive HDFC Mutual Fund has launched a new…Continue Reading
DSP Value Fund – Is there value in it?
November 30, 2020DSP Value Fund – A differentiated play on ‘Value’ theme with geographical diversification and cash calls in expensive markets FundsIndia View: Positive DSP Mutual Fund is launching a ‘value’ oriented equity…Continue Reading
Sliding Doors, Covid-19 and the Equity SIP Investor
November 26, 2020Have you seen the movie Sliding Doors? Sliding Doors is a 1998 romantic-comedy-drama film with a super cool plot. You can check out the trailer here to get a sense…Continue Reading
Confused about tax saving? Here are Two Solid ELSS Funds to consider
November 11, 2020This is that time of the year (albeit, a bit delayed due to the pandemic) where we start getting a flurry of texts, mails and all other sorts of reminders…Continue Reading
A Fund that says ‘no’ to fund managers and ‘yes’ to rules!
October 29, 2020DSP Quant Fund – A deep dive into the product, process and portfolio The Product DSP Quant Fund falls under the umbrella of ‘quant funds’. Before discussing the specifics…Continue Reading
An Interesting Fund That Actually Thrives On Volatility
October 13, 2020With the world getting adapted to the new reality of ‘living with COVID’ and US elections around the corner, uncertainty is omnipresent. Global markets, specifically, Indian markets are no exception…Continue Reading
Debt Fund Returns – Setting the Right Expectation
October 9, 2020In debt mutual funds, there are two legitimate risks that can be taken to improve returns Credit Risk – via higher exposure to borrowers with lower credit quality – implying…Continue Reading
