Insights

Category: Mutual Fund Research

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

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FundsIndia Recommends: Franklin Build India

Vidya Bala

This week too, we revisit a fund that we reviewed in 2013 (without recommending it then). Franklin Build India is a fund that will invest in multi-themes that are meant…Continue Reading

FundsIndia Recommends: ICICI Pru Dynamic

Vidya Bala

A year ago, we recommended ICICI Pru Dynamic, given that a volatile market required an active valuation and asset allocation strategy (You can click here to see the call). Had…Continue Reading

Are You Using the SWP, STP Options Wisely?

Vidya Bala

Systematic investment plan may now be a term that most mutual fund investors may be familiar with. But other jargons such as systematic withdrawal plan or systematic transfer plan are…Continue Reading

FundsIndia Recommends: L&T India Special Situations Fund

Vidya Bala

Investors looking for contrarian bets to buy into, can consider investing in L&T India Special Situations Fund. Investors need not less than a three-year perspective in the fund. With a…Continue Reading

FundsIndia Strategies: Debt Funds to Gain from High Interest Rates

Vidya Bala

After a knee jerk reaction to the repo rate hike of 25 basis points by the RBI, equity, debt and currency markets pulled themselves up on Tuesday. The latest rate…Continue Reading

Short-term debt funds continue to offer opportunity

Vidya Bala

Markets were a bit shaken but not stirred, by a 25 basis-point repo rate hike by the RBI, perhaps postponed from about a month ago. While the 10-year gilt, the…Continue Reading

Debt NFOs on the block – What you get

Vidya Bala

Not to be outdone by the spate of NFOs in the equity fund space, debt fund managers too have come up with quite a few new offers this month. With…Continue Reading

FundsIndia Reviews: NFOs that Invest in Europe

Vidya Bala

For a Slice of the European Growth Story If 2013 kindled your interest in the US markets, then 2014 could well be the year of the European growth story, think…Continue Reading

“Invest in companies whose efficiency will be rewarded now”

Vidya Bala

Tough times don’t last but tough companies do. And tough companies sometime do even better in tough environment such as the present one. IDFC equity Opportunity Series 2 a closed-end…Continue Reading

FundsIndia Reviews: NFO of DWS Inflation Indexed Bond Fund

Vidya Bala

A fund to hedge against inflation Deutsche Mutual (DWS), in a first of its kind, has launched an open-ended debt fund that will predominantly invest in inflation indexed bonds (IIB)…Continue Reading