Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
FundsIndia Recommends: HDFC Capital Builder Value
June 19, 2019Markets have given up their post-election euphoria and are factoring in global concerns. In this volatility, aggressive investors can go for midcaps and smallcaps as opportunities are ripe. But for…Continue Reading
FundsIndia Recommends: Franklin India Smaller Companies
June 12, 2019Franklin India Smaller Companies Fund is among the less risky funds in the high-risk smallcap space. The fund showcases lower volatility and aggression compared with peers for the following reasons:…Continue Reading
Post-election Rally
June 10, 2019The much-awaited election outcome gave a positive push to the markets. After moving in a narrow range from November 2018, markets started building in a victory for the existing government…Continue Reading
FundsIndia Strategies: Liquid or Arbitrage funds for short-term money?
May 29, 2019When you look at low-risk options for parking short-term money, liquid funds are often opted for. But the tax-conscious amongst you often ask us if you should go for arbitrage…Continue Reading
FundsIndia Strategies – Post election moves
May 24, 2019Concerns over election outcomes have gripped stock markets from November last year. With the outcome now pointing to a clear single-party majority for the ruling BJP, it puts to rest…Continue Reading
FundsIndia Reviews: NFO of DSP Quant Fund
May 22, 2019An NFO that’s currently open is DSP Quant, a differentiated offering from DSP fund house. DSP Quant is an equity fund that will pick stocks based on quantitative models. In…Continue Reading
Where have Mutual Funds been investing
May 20, 2019Last week, we analysed the distribution of FII inflows into equities. Unlike FIIs, which were net sellers in 9 out of 10 months, mutual funds (MFs) turned out to be…Continue Reading
FundsIndia Views: What is bad news and when to sell your fund
May 15, 2019The recent spate of negative news in the debt space, with the downgrading of debt papers of some banks and NBFCs, may have caused you to panic. What’s more, for…Continue Reading
Low-risk hybrid MF options – how they differ
May 6, 2019Hybrid funds combine the growth prospects of equity with the stability of debt to try to deliver returns with lower volatility. Among hybrid funds – those with a bias for…Continue Reading
NFO: Principal Small Cap Fund
May 3, 2019This is about an interesting new fund offer – Principal Small Cap Fund, an equity mutual fund that invests in smallcap stocks. While we’re usually wary with NFOs, we believe…Continue Reading
