Insights

Category: Mutual Fund Research

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

line

FundsIndia Reviews: NFO of L&T Business Cycles Fund

Vidya Bala

Are you in a stock market cycle that favours cyclical sectors? Or is it time to get more defensive? Is this the time to exit FMCGs or should you accumulate…Continue Reading

The wait for rate cut is set to continue

Vidya Bala

The RBI decided to go on a pause mode on interest rates in its third bi-monthly monetary policy review. When viewed against the seemingly dovish phrases in the last policy…Continue Reading

FundsIndia Recommends: Reliance Tax Saver

Vidya Bala

If you are looking to save taxes under Section 80C of the Income Tax Act and are also looking for high-returning options, then the ELSS fund, Reliance Tax Saver, may…Continue Reading

FundsIndia Strategies: Arbitrage Funds

Vidya Bala

In our weekly call last week, we discussed our debt strategy post budget. As a part of the strategy, we discussed about the investment opportunities in arbitrage funds and recommended…Continue Reading

Should you go for the dividend option post budget?

Vidya Bala

In our note on budget’s impact (FundsIndia Debt fund strategy post budget) we had mentioned that there is one more change that the budget has proposed in mutual funds. That…Continue Reading

line

FundsIndia Debt Strategy – Post Budget

Vidya Bala

In a move that could disturb the tax efficient structure of some of your debt mutual funds, the Union Budget 2014 has proposed changes to the way your non-equity mutual…Continue Reading

Budget and your money

Vidya Bala

Save Tax Upto 1.5 Lakhs Under Sec80C Budget 2014-15 may not go down as the most impactful budget for your moola, although its wide reach in terms of macro economic…Continue Reading

FundsIndia Strategies: Three Investment Mistakes to Avoid Now

Vidya Bala

With equity markets scaling new peaks, those of you who are already invested in equity funds, or are new to equities, may be thrilled. Thanks to the move, you may…Continue Reading

FundsIndia Reviews: Kotak Select Focus

Vidya Bala

Kotak Select Focus, a diversified equity fund with a track record of over three years now, has been steadily making a mark in the equity universe showcasing consistency since launch.…Continue Reading

FundsIndia Reviews: NFO of JP Morgan Emerging Markets Opportunities Equity Offshore Fund

Vidya Bala

Stock markets follow cycles; and so do investment themes. With the volatility witnessed in markets such as India felt in other emerging markets (EM) as well in the last few…Continue Reading