Insights

Category: Mutual Fund Research

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

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Bonus or not – Don’t sweat the small stuff

Vidya Bala

The Association of Mutual Funds in India (AMFI) recently came up with a best practice guideline for AMCs to discontinue bonus options for schemes. Bonus options were widely seen as…Continue Reading

FundsIndia Reviews: MNC Funds

Sathyamoorthy N

Over the last few years, Multi-national Corporation (MNC) funds have managed to outperform a good number of large cap and diversified equity funds. Despite the rich valuations of MNC companies,…Continue Reading

FundsIndia View: Buy in May and stay that way

Vidya Bala

Yes, you’re right. Quite the opposite of the old market adage, Sell in May and go away!  A 10% fall from the highs of end January (although only about 3%…Continue Reading

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What you should do with your PPFAS fund

Vidya Bala

The grief and shock after the passing away of Parag Parikh, Founder of PPFAS, which is the sponsor company for PPFAS Mutual Fund, is yet to diminish. However, many of…Continue Reading

FundsIndia Recommends: Franklin India Smaller Companies

Sathyamoorthy N

Do you have a penchant for risk, and are you looking to add some mid and small cap flavour to your portfolio? If you already hold a basket of well-diversified…Continue Reading

RIP Parag Parikh

Vidya Bala

Parag Parikh, a renowned value investor and Founder and Director of PPFAS died in a car accident, on Sunday, in Nebraska, US. As it often happens with the passing away…Continue Reading

FundsIndia View: How many funds do you need in your portfolio?

Vidya Bala

Well, my answer is ‘it depends’. Don’t be disappointed. If you knew the factors that determine the number of funds you need to hold, you will likely have the answer…Continue Reading

Introducing – The FundsIndia Advisory Review Board

Srikanth Meenakshi

I am happy and proud to announce the launch of the FundsIndia Advisory Review Board (ARB), a mechanism by which FundsIndia’s customers can seek a review and a second-opinion about…Continue Reading

FundsIndia Recommends: Tata Balanced Fund

Sathyamoorthy N

If 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 the Tata Balanced Fund. This…Continue Reading

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Changes to FundsIndia’s Select Funds List

Vidya Bala

For those of you who are new to our platform, FundsIndia’s ‘Select Funds’ is a list of investment worthy funds. Spread across various categories, this list helps you narrow down…Continue Reading