Insights

Category: Mutual Fund Research

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

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FundsIndia Desk

FundsIndia has never just been an online store for investment products. We’ve strived to be of a lot more value in the lives of our customers by gifting them something…Continue Reading

FundsIndia Reviews: Dividend yield funds

Bhavana Acharya

Short on time? Listen to a brief overview of this week’s review. [soundcloud url=”http://api.soundcloud.com/tracks/269180332″ params=”color=ff9900&auto_play=false&hide_related=false&show_comments=true&show_user=true&show_reposts=false” width=”100%” height=”166″ iframe=”true” /] The returns record of dividend yield funds has been patchy for…Continue Reading

FundsIndia Explains: Mutual funds and volatility

Mutual Fund Research Desk

Investors typically tend to pick a fund that has delivered the highest return in its category in the past. But can the past point-to-point performance of the fund be the…Continue Reading

FundsIndia Recommends: Invesco Medium Term Bond Fund

Vidya Bala

Short on time? Listen to a brief overview of this week’s recommendation. [soundcloud url=”http://api.soundcloud.com/tracks/267960815?secret_token=s-dONuI” params=”color=ff5500&auto_play=false&hide_related=false&show_comments=true&show_user=true&show_reposts=false” width=”100%” height=”166″ iframe=”true” /] If you are looking for options to help you earn higher…Continue Reading

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FundsIndia Explains: Why all equity funds aren’t the same

Mutual Fund Research Desk

Read a review of an equity fund or look at their ratings and you will always find a mention of large-cap or mid-cap or multi-cap. For a newbie investor, this…Continue Reading

FundsIndia Reviews: PPFAS Long Term Value Fund

Bhavana Acharya

PPFAS Long Term Value Fund is among the more unusual equity funds. What sets this diversified fund apart from other multi-caps is that, one, it can invest up to 35…Continue Reading

FundsIndia Views: Invest long, invest right – Part II

Mutual Fund Research Desk

Last week, we looked at how indices performed over several time-frames when their returns are tested on a rolling basis over 1,3, 5 and 7-year time frames. You can click…Continue Reading

FundsIndia Explains: How are mutual funds taxed? Part II

Mutual Fund Research Desk

Last week, we covered the tax rules with regard to all categories of mutual funds. You know that with mutual funds, taxes apply in your hands at the time of…Continue Reading

FundsIndia Views: Invest long, invest right – Part I

Mutual Fund Research Desk

You would hear your mutual fund advisors recommending that you hold equity funds for the long term; typically five years or more. Ever wondered what happens, especially when you invest…Continue Reading

FundsIndia Explains: How are mutual funds taxed? Part I

Mutual Fund Research Desk

Please note – With the proposals detailed in the 2018-19 budget, the rules regarding equity fund taxation as explained in this article do not apply any longer. Click here for the…Continue Reading