Category: Mutual Fund Research
Observations, recommendations and insights, straight from our Mutual Fund Research Desk
Liquids funds – A supplement to your savings bank account
February 9, 2013Have you been idling large sums in your savings bank account just to provide for any unforeseen need? If so, you could have managed 5-6 percentage points more by setting…Continue Reading
FundsIndia recommends:HDFC Children’s Gift – Savings Plan
February 5, 2013A conservative child plan Are you saving for your child’s future but cannot take high exposure to equities at this point? Then, HDFC Children’s Gift Savings Plan may be a…Continue Reading
FundsIndia reviews: JP Morgan JF ASEAN Equity Offshore
January 28, 2013Big money in small plates Southeast Asian markets (ASEAN) seem to be the new destination for investors hungry for returns; so tells the performance of these markets in the last…Continue Reading
FundsIndia recommends:L&T Tax Advantage
January 22, 2013Short-term slip up but holds potential Investors looking for large-cap oriented funds for tax-saving purpose can consider exposure to L&T Tax Advantage (earlier Fidelity Tax Advantage). This fund had a…Continue Reading
What is expense ratio?
January 21, 2013If you have been reading up on mutual funds, especially in foreign websites, you would not have missed the emphasis placed on expense ratio. What is an expense ratio and…Continue Reading
FundsIndia recommends: HDFC Mid-Cap Opportunities
January 15, 2013The middle path to mid-cap exposure If you are looking for mid-cap exposure but with limited volatility, you can consider phased investments in units of HDFC Mid-Cap Opportunities. With a…Continue Reading
FundsIndia recommends: Reliance MIP
January 8, 2013An aggressive debt player If you can stomach risks that are somewhat higher than holding pure debt funds then Reliance Monthly Income Plan (MIP) is a good option. With a…Continue Reading
Mutual funds – 2012 performance round up
January 2, 2013It was not a particularly easy year for the mutual fund industry. Regulatory changes at a frequency that was hard to keep pace with, fund manager churns, big ticket takeover…Continue Reading
FundsIndia Reviews: US-focused Funds
December 26, 2012For a slice of the US market Mutual funds have been coming up with new products and strategies to combat the domestic economic slowdown. One such idea cultivated in the…Continue Reading