Category: Mutual funds
One Year of Re-Categorisation: Looking back
April 22, 2019Last year around this time, SEBI had come out with standardised categories for funds to follow. That meant existing funds also had to fit into one of the categories. With…Continue Reading
Changes to FundsIndia’s Select Funds List
April 17, 2019It has been a year since the SEBI-mandated categorization exercise first began. The dust from the changes made by AMCs has since settled and there is more clarity now on…Continue Reading
FundsIndia Recommends: Axis Banking & PSU Debt
April 11, 2019Amidst all the risks that transpired in the debt space, in the last 6 months, Axis Banking & PSU Debt was among the few funds that remained steady and unhurt…Continue Reading
FundsIndia Recommends: Mirae Asset India Equity
April 3, 2019Mirae Asset India Equity is among the steadiest equity funds. It beats the broad-market Nifty 500 TRI index all the time in any 3-year period since its inception. The average…Continue Reading
FundsIndia Recommends: DSP Equity Opportunities
March 27, 2019DSP Equity Opportunities fund has traditionally been a volatile, opportunistic fund that can swing either way, heavily, in the short term. This large & midcap equity fund had one such…Continue Reading
FundsIndia Recommends: Invesco India Growth Opportunities
March 13, 2019Large-and-midcap funds play a unique role in a portfolio. They straddle the middle ground between midcap funds and multicap funds. In this category, Invesco India Growth Opportunities is a good…Continue Reading
FundsIndia Recommends: Franklin India Prima
March 6, 2019From the peak in January 2018, midcap stocks have been on a downward slide. The Nifty Midcap 100 TRI lost 17.7% from then till date. 4 in every 10 midcap…Continue Reading
FundsIndia Recommends – Aditya Birla Sun Life Tax Relief ‘96
February 6, 2019Haven’t invested enough to save taxes yet? Consider Aditya Birla Sun Life Tax Relief ’96, an ELSS fund that qualifies for deductions under Section 80C of the Income Tax Act.…Continue Reading
FundsIndia Views: The debt fund spook and what it means
January 31, 2019The debt fund landscape is undergoing a change. And change seldom happens without disruptions. The structure, regulation and liquidity aspects of debt instruments have been put to test in the…Continue Reading
Why looking at 1-year returns can misguide you
January 28, 2019Whenever you are looking for funds to invest and look at the performance screen of a fund, the 1-year returns is the number that registers and also influences decision. There…Continue Reading
