Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
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
Banks support earnings growth for the December 2018 quarter
March 4, 2019India Inc. saw a drop in profits for the December quarter. This was largely a result of exceptional losses in few large companies. For 496 out of the 500 BSE…Continue Reading
FundsIndia Reviews: UTI Transportation and Logistics Fund
February 27, 2019Investors with a penchant for risk and those who do not have exposure to thematic funds can consider limited exposure (5-10% of total equity) to UTI Transportation and Logistics Fund…Continue Reading
FundsIndia Reviews: UTI Equity
February 20, 2019Among multicap funds today, UTI Equity holds a 1-year return of 3.8% at a time when most peers and the Nifty 500 TRI are sporting losses. This is a far…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
Auto time the equity market with FundsIndia SmartSIP
January 23, 2019At FundsIndia we constantly strive to cater to your investing needs without compromising on the basic tenets of mutual fund investing. As part of such an effort, we have recently…Continue Reading
Changes to FundsIndia’s Select Funds
January 16, 2019These are hard times for equity and cautious times for debt funds. But what we can tell you is that funds in the Select Funds list have weathered volatile times…Continue Reading
Frequently asked questions on annual portfolio review
January 14, 2019It’s that time of the year when you will look back at performance and have questions about your portfolio – specifically underperformance in your funds. In years like 2018 when…Continue Reading
