Insights

Category: Mutual Fund Research

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

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Should you invest in mid-cap funds?

Vidya Bala

With the CNX Midcap delivering 31% year-to-date thus far in 2014, against the CNX Nifty’s relatively modest 19%, all eyes are on the mid-cap universe. What makes the mid-cap stock…Continue Reading

SIPs Make Anytime a Good Time to Invest

Vidya Bala

With equity markets zooming from September 2013 until now, you may either be feeling left out, or you may fear entering the market rather late. You don’t have to, if…Continue Reading

Should you hold US-focused funds?

Vidya Bala

The high returns delivered by US-focused funds both in 2012 and 2013 may have prompted many of you to buy these funds. We now have quite a few investors asking…Continue Reading

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Changes in FundsIndia’s Select Funds

Vidya Bala

FundsIndia’s ‘Select Funds’, a list of investment-worthy funds across various categories, helps you narrow your investment choice in the mutual fund universe. This list is reviewed by us on a…Continue Reading

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FundsIndia Debt Strategies : Debt Market Ripe for Returns

Vidya Bala

Instead of calling the tone of the Bi-monthly Monetary Policy Statement hawkish or dovish, we would like to believe that it indicates continuity in the RBI’s view on inflation, as…Continue Reading

FundsIndia Reviews: L&T India Value Fund

Vidya Bala

Dynamic sector allocation and bold stock choices appear to be L&T India Value Fund’s key traits. While the fund has been an above-average performer over the last 2-3 years, it…Continue Reading

Stay rooted in fundamentals to gain from equity investing

Vidya Bala

For those of you who rejoice with the equity market now and think it’s time to join the India growth story – good for you. But then if you think…Continue Reading

FundsIndia Equity Strategies: Change spells opportunities for you

Vidya Bala

From uncertainty to confidence is what the markets went through from January till date in 2014. And that change of mood is what triggered a 15% rally in the Sensex…Continue Reading

FundsIndia Recommends: HDFC Top 200

Vidya Bala

As the election fever reaches a peak, it is important not to lose sight of 2 things in your investment life – your own goals and your investment time frame,…Continue Reading

“Our preference for under-levered companies helped us in economic downturn”

Vidya Bala

 UTI Mutual’s diversified basket of fund offerings also provides interesting exposure to themes such as dividend yield and MNC. Many of these funds benefited from the consumption wave of the…Continue Reading