Insights

Category: Mutual Fund Research

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

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FundsIndia Recommends: HDFC Index Fund- Sensex Plus

Vidya Bala

For index-plus returns If you are looking to buy a fund that is close to mirroring the index, then HDFC Index Fund – Sensex Plus Plan (HDFC Sensex Plus) is…Continue Reading

In defence of HDFC Top 200

Vidya Bala

If you have built an equity portfolio over the last few years, it is likely that HDFC Top 200 is among them. Its return of 4% in the last one…Continue Reading

FundsIndia strategies: Investing in Gold

Vidya Bala

What’s your gold strategy? If you have got used to the stellar double-digit returns that gold fetched you every year in the past five years, then brace yourself up for…Continue Reading

Make use of indexation benefit for debt funds

Vidya Bala

With the financial year just ending, your next big task would be to calculate any tax on income other than your salary. If you are sitting down to calculate your…Continue Reading

FundsIndia Recommends: Canara Robeco Balance

Vidya Bala

A good equity starter Are you a conservative investor or a new investor looking to participate in equities, while wanting to limit its downside risks? Then Canara Robeco Balance may…Continue Reading

Cost averaging tools beyond SIPs

Vidya Bala

Last week, I penned a quick reminder on why you should keep your SIPs going, especially when you are building a long-term equity-tilted portfolio. True, some of you are well…Continue Reading

FundsIndia Reviews: L&T Global Real Assets

Vidya Bala

‘Real’ Assets for Hard Times Real assets – assets that are tangible – have traditionally been preferred by investors for a few reasons: they provide the comfort of physical holding,…Continue Reading

Why you should not stop your SIPs now

Vidya Bala

Are you looking at your funds’ one-year returns and wondering if something is wrong? The last you saw the returns chart, say December 31, 2012, most equity funds delivered 30%-plus…Continue Reading

Mutual fund labeling: What colour is your fund?

Vidya Bala

Come July 2013, mutual funds are set to become more colourful; literally! We are talking of the new SEBI’s circular on product labeling in mutual funds. What exactly is product…Continue Reading

FundsIndia reviews: Birla Sun Life Medium Term Plan

Vidya Bala

Taking the road less travelled The repo rate cut by RBI would send most funds hunting for opportunities in the interest rate curve. But if you wish to look at…Continue Reading