Insights

Category: Mutual funds

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FundsIndia reviews: JP Morgan JF ASEAN Equity Offshore

Vidya Bala

Big money in small plates Southeast Asian markets (ASEAN) seem to be the new destination for investors hungry for returns; so tells the performance of these markets in the last…Continue Reading

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FundsIndia recommends:L&T Tax Advantage

Vidya Bala

Short-term slip up but holds potential Investors looking for large-cap oriented funds for tax-saving purpose can consider exposure to L&T Tax Advantage (earlier Fidelity Tax Advantage). This fund had a…Continue Reading

What is expense ratio?

Vidya Bala

If you have been reading up on mutual funds, especially in foreign websites, you would not have missed the emphasis placed on expense ratio. What is an expense ratio and…Continue Reading

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FundsIndia recommends: HDFC Mid-Cap Opportunities

Vidya Bala

The middle path to mid-cap exposure If you are looking for mid-cap exposure but with limited volatility, you can consider phased investments in units of HDFC Mid-Cap Opportunities. With a…Continue Reading

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FundsIndia recommends: Reliance MIP

Vidya Bala

An aggressive debt player If you can stomach risks that are somewhat higher than holding pure debt funds then Reliance Monthly Income Plan (MIP) is a good option. With a…Continue Reading

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Mutual funds – 2012 performance round up

Vidya Bala

It was not a particularly easy year for the mutual fund industry. Regulatory changes at a frequency that was hard to keep pace with, fund manager churns, big ticket takeover…Continue Reading

FundsIndia Reviews: US-focused Funds

Vidya Bala

For a slice of the US market Mutual funds have been coming up with new products and strategies to combat the domestic economic slowdown. One such idea cultivated in the…Continue Reading

FundsIndia Recommends: Franklin India Taxshield

Vidya Bala

A tax plan for the cautious investor  If you have limited risk appetite and are looking for tax-saving equity options, thenFranklin India Taxshield is a good scheme to invest in the…Continue Reading

FundsIndia Recommends: IDFC SSI Medium Term Plan A

Vidya Bala

In recent months, gilt funds have kindled the interest of investors looking to participate in a possible rally in the debt market, when interest rates fall. But the illiquid nature…Continue Reading

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What are banking debt funds?

Vidya Bala

Religare Mutual recently launched an open-ended debt scheme Religare Bank Debt Fund. Earlier this year, Axis Mutual had released a similar scheme. A few other fund houses are also reported…Continue Reading