Insights

Category: Mutual Fund Research

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

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“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

FundsIndia Reviews: NFO of IDFC Equity Opportunity Series 2

Vidya Bala

To ride the economy’s ‘consolidation phase’ For those of you who believe that the economy, as well as corporate activities, is going through a consolidation phase and it may take…Continue Reading

FundsIndia Recommends: Tata Dividend Yield

Vidya Bala

For a Contrarian Bet We start the first recommendation for this calendar with an offbeat choice – Tata Dividend Yield. Most of you would have been put off by the…Continue Reading

How to use double indexation to reduce your taxes

Vidya Bala

 With just 3 months to go before the financial year ends (March 31), you will hear the term, ‘double indexation’ more often, especially in the context of products such as…Continue Reading

FundsIndia Recommendations: A Round Up

Vidya Bala

Our Hits and Misses for 2012-13 As we bid goodbye to 2013, it would be incomplete if we did not take stock of how the fund recommendations and reviews we…Continue Reading

2014 – 5 New Year’s resolutions for mutual fund investors

Vidya Bala

Tell me; of the many new-year resolutions that most of us have in mind, shedding those extra kilos would surely be one of them? At least for a good number…Continue Reading

FundsIndia Strategies: Should you invest based on one-year performance?

Vidya Bala

What the one-year fund returns chart won’t tell you It’s that time of the year when you will have the media telling you how your investments panned out in 2013.…Continue Reading

“Time spent in the market more important than timing the market”

Vidya Bala

Should investors look for more clarity to emerge from elections before deciding to invest? While this may be an emotional factor, for equity investors, inflation, interest rates and expectation of earnings…Continue Reading

RBI provides temporary relief to your debt portfolio

Vidya Bala

The Reserve Bank of India surprised markets today by deciding to keep the repo rate and CRR unchanged. This came as a surprise, after the over 11% consumer price inflation…Continue Reading