Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
“More merit in getting the stock right than looking at sector weights”
February 23, 2015At a time when expert views all converge in the same direction, it helps to balance it with a contrarian view. We therefore had some questions for Vetri Subramaniam, CIO,…Continue Reading
FundsIndia Recommends: ICICI Pru Balanced Fund
February 18, 2015If you are starting out on a long-term portfolio or are looking for participation in equity, albeit with less volatility, you can consider investing in ICICI Pru Balanced Fund. This…Continue Reading
Talk ‘investments’ with your partner
February 13, 2015I am afraid I have to start on a gloomy note here to drive home the point. A few years ago, a friend’s sister suddenly lost her husband. Left in…Continue Reading
FundsIndia Recommends: Birla Sun Life Dynamic Bond
February 11, 2015If you are looking to add some debt to your equity-laden long-term portfolio, then Birla Sun Life Dynamic Bond Fund is a good choice. With a return of 9.6 per…Continue Reading
Mid-caps carry higher volatility
February 7, 2015We recently received a query from an investor who asked us – “Why should I invest for the long term (more than five years), when I receive more than 100…Continue Reading
FundsIndia Recommends: UTI Mid Cap
February 3, 2015Investors with a penchant for risk can consider moderate exposure to UTI Mid Cap Fund. Launched in 2004, this mid-cap fund has made its mark more recently, i.e., in the…Continue Reading
Be in equities to protect wealth
February 2, 2015If the above headline does not convince you, this article has enough numbers to clear your doubt. The table below is an extract of a recent report by Morgan Stanley…Continue Reading
FundsIndia Recommends: HDFC Mid-Cap Opportunities
January 27, 2015If you are looking for mid-cap exposure but with limited volatility, you can consider phased investments in units of HDFC Mid-Cap Opportunities. The fund takes adequate exposure to companies in…Continue Reading
FundsIndia Equity Strategy: Why the India shining story has just begun
January 20, 2015If you are wondering if there is any upside left in the equity market after the 2014 rally and the flash rally this month till date, our answer to it…Continue Reading
Why you lose money when you invest
January 20, 2015“I lost money in mutual funds. I do not wish to invest in them again. I am happy with what my fixed deposits give me.” This was what a neighbour…Continue Reading
