Insights

Category: Mutual Fund Research

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

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FAQ: Does a larger asset size affect fund performance?

Vidya Bala

If a fund’s assets under management swells, will that spell trouble for its performance? This is something investors have been wanting to know in light of a marginal dip in…Continue Reading

HDFC Children’s Gift – Investment Plan: Invest

Vidya Bala

  A Fund for your child’s portfolio If you are looking to build wealth for your child’s future, HDFC Children’s Gift fund – Investment Plan is a good option. With a sound…Continue Reading

Religare Mid N Small Cap: Invest

Vidya Bala

Are you looking to add some equity funds to your portfolio? If you already hold a basket of well-diversified funds, then Religare Mid N Small Cap fund can be a…Continue Reading

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Who do we represent? AMC or the Investor?

Srikanth Meenakshi

An interesting twitter conversation ensued today between CIEL’s Uma Shashikant and Mint’s Hindustan Times’s Gautam Chikermane. It started with a conversation that Gautam had with Raghuram Rajan in which the latter…Continue Reading

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What the Rajiv Gandhi Equity Savings Scheme holds for MF investors

Vidya Bala

The Finance Ministry, last week, announced the inclusion of mutual funds and exchange traded funds in the Rajiv Gandhi Equity Savings Scheme (RGESS) – a measure aimed at improving the…Continue Reading

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Welcome Vidya, FundsIndia’s head of mutual fund research

Srikanth Meenakshi

We take great pleasure in welcoming Vidya Bala to Team FundsIndia as Head of Mutual fund Research. Many of you might already be familiar with Vidya. She was the Chief…Continue Reading

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SEBI’s new mutual fund regulations – what is the real impact to retail investors likely to be?

Srikanth Meenakshi

After weeks of deliberations, SEBI has come out with its new regulations for the mutual fund industry.  Currently, it is a press release which means we only get the outline…Continue Reading

Meeting with a mutual fund CEO

Srikanth Meenakshi

I attended a talk by Sandesh Kirkire, CEO of Kotak Mutual fund yesterday. The most important point he made during the talk was about the impact of the proposed new…Continue Reading

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Impact of proposed expense ratio hike

Srikanth Meenakshi

A tweet from Subramoney (a.k.a P V Subramanyam) prompted this post. Commenting on the rumored recommendation waiting for SEBI clearance about hiking expense ratio of mutual funds and passing on…Continue Reading

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Mutual fund meet: what we would have said

Srikanth Meenakshi

The ministry of finance is meeting representatives of the mutual fund industry today. This is the second such meeting within a fortnight, and apparently some imminent changes are on the…Continue Reading