Insights

Category: Mutual Fund Research

Observations, recommendations and insights, straight from our Mutual Fund Research Desk

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Take charge of your money with this quick and simple framework

Jiral Mehta

This article was originally published in mint genie. Click here to read it. When it comes to financial decisions we are often hesitant to take charge. While we all know…Continue Reading

Wealth Conversations – March 2023

Mutual Fund Research Desk

FundsIndia’s Wealth Conversations is a visual curation of super interesting investment insights with a focus on Equity, Debt, Gold, Asset Allocation and Diversification. This can help you set the right…Continue Reading

Is a higher equity allocation injurious to your short term goals?

Shrinath M L

This article was originally published in Financial Express. Click here to read it. Let’s say you have some money requirement (read as financial goal) coming up within the next five years. You…Continue Reading

Improve your Long Term Equity SIP returns with this One Simple Idea!

Jiral Mehta

This article was originally published in The Times of India. Click here to read it. Do you want to know a simple trick which will help you improve long term returns from…Continue Reading

How to Avoid Behavioral Blindspots in your Investment Decisions (while still remaining human)?

Arun Kumar

The picture below shows two yellow lines on a railway track.  Can you tell which one is longer? Is it the one closer to you? Or is it the one…Continue Reading

Wealth Conversations – February 2023

Mutual Fund Research Desk

FundsIndia’s Wealth Conversations is a visual curation of super interesting investment insights with a focus on Equity, Debt, Gold, Asset Allocation, and Diversification. This can help you set the right…Continue Reading

We keep hearing about the magic of Equity SIP, but where is it?

Shrinath M L

In a recent movie, there is an interesting sequence involving a little kid.  The kid plants a mango seed and comes back the next day to see if it has…Continue Reading

India Budget FY24 – Balanced with Focus on Capex & Fiscal Consolidation

Arun Kumar

Key Highlights 1. Continuing on the path of Fiscal Consolidation   Projected fiscal deficit at 5.9% of GDP for FY24 – in line with the fiscal consolidation glide path – to…Continue Reading

How to invest in Indian Large Caps – Active or Passive?

Arun Kumar

The large-cap active vs passive debate… What was our earlier view on Active Large Cap Funds (in Dec-19)? (Blog Link) High odds of Active Large Cap funds outperforming their Benchmark…Continue Reading

Is past performance enough to predict future performance?

Jiral Mehta

Many of the decisions we take are based on our experiences with the past.  From daily decisions to one-off decisions, most of the time we reflect on the past before…Continue Reading