Insights

Category: Mutual Fund Research

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

line

NFO: UTI Credit Oportunities – going beyond the interest rate game

Vidya Bala

A number of debt funds currently bet on the declining interest rate movement, hoping to capitalise on a rally in the price of debt instruments when their yields fall. But…Continue Reading

Go for gold ETFs this festive season

Vidya Bala

Its Diwali season again and you may be looking to add to your prosperity by buying in to the auspicious yellow metal – gold. Or you may choose the occasion…Continue Reading

line

Change in cut-off time

Srikanth Meenakshi

Due to recent SEBI regulations, we are announcing a change in the cut-off time for some mutual fund transactions effective immediately. Background: As part of the many changes that SEBI…Continue Reading

Mirae Asset India Opportunities: Invest

Vidya Bala

Seeking opportunity with measured risk  Mirae Asset India Opportunities (Mirae opportunities) is a good diversifier for investors seeking market opportunities without taking on undue risks. With a return of 10.5…Continue Reading

Fidelity-L&T Mutual scheme mergers – what you need to know

Vidya Bala

Fidelity Mutual recently announced an exit option for investors pursuant to the merger of itself with L&T Mutual. You may visit http://tinyurl.com/fidelity-merger for details on the name change in schemes…Continue Reading

Birla Sun Life Dynamic Bond: Invest

Vidya Bala

For riding interest rate cycles If you are looking to add some debt to your equity-laden long-term portfolio, then Birla Sun Life Dynamic Bond fund is a good choice. With…Continue Reading

UTI Equity:Invest

Vidya Bala

For the conservative investor You may be quite familiar with UTI Opportunities and UTI Dividend Yield, the popular funds from the UTI stable. But UTI Equity may not strike a chord. This…Continue Reading

line

Gold funds see inflows in September but equities continue to be redeemed

Vidya Bala

Gold funds are back in the reckoning suggests the monthly fund flow data from AMFI. But equity funds did not see a similar turn-around in their fortunes despite the recent…Continue Reading

line

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