Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
SIP ready reckoner
August 12, 2016We often talk of the virtues of investing through the systematic investment route (SIP). When you invest a monthly sum, how much can you expect at different rate of returns,…Continue Reading
FundsIndia Recommends: HDFC Balanced Fund
August 10, 2016It’s one of the most favoured balanced funds, and with good reason. HDFC Balanced holds a stellar record of delivering benchmark and category-beating returns at all times. In fact, its…Continue Reading
“Have debt allocation in both duration and accrual strategy”
August 9, 2016Even as there is no rate cut from the RBI in the just ended Monetary Policy meet, what is the opportunity in the debt space? Ritesh Nambiar, Debt fund manager…Continue Reading
What are dividend and growth options in a mutual fund?
August 8, 2016When we look to invest in mutual funds, we come across various options for a single fund such as growth, dividend payout and dividend reinvestment. Many investors want to know…Continue Reading
FundsIndia Recommends: Birla Sun Life MIP II Savings 5
August 3, 2016If you want to earn FD-plus returns with a portfolio of high-quality debt and very marginal exposure to equity, then Birla Sun Life MIP II Savings 5 (Birla Savings 5)…Continue Reading
FundsIndia explains: Index funds and ETFs
August 1, 2016What’s the difference between HDFC Nifty ETF and HDFC Index Nifty? Well, the first is an ETF and the second is a mutual fund. They both have the same purpose…Continue Reading
“We are aiming for equity-like returns with low volatility”
July 30, 2016Strong domestic inflows should hold, says Mr V. Srivatsa, Fund Manager, UTI Wealth Builder (earlier UTI Wealth Builder Series II). He also explained the new philosophy behind the refurbished UTI…Continue Reading
FundsIndia Recommends: Invesco India Dynamic Equity
July 27, 2016Are swift rises and steep falls in the stock market and your fund’s returns not your cup of tea? In that case, a fund that can strategically get into cash…Continue Reading
FundsIndia explains: Active sector bets
July 25, 2016When we look at some of the mutual fund factsheets or market presentations or listen to a fund manager speak, we often come across the term Overweight/Underweight a sector or…Continue Reading
FundsIndia Views: Don’t go overboard on mid and small-cap funds
July 20, 2016In the past few months, we have seen investors, especially new investors, simply picking funds in the mid- and small-cap category based on high returns . While we think mid-cap funds…Continue Reading
