Insights

Category: Reviews

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FundsIndia Review – Parag Parikh Long Term Equity Fund

Maulik Madhu

Why Invest? Proven Investment Strategy – Parag Parikh Long Term Equity Fund adheres to the value style of investing and selects stocks across market cap (large, mid and small-sized companies).…Continue Reading

FundsIndia Reviews: UTI Transportation and Logistics Fund

Vidya Bala

Investors with a penchant for risk and those who do not have exposure to thematic funds can consider limited exposure (5-10% of total equity) to UTI Transportation and Logistics Fund…Continue Reading

Catch super-large companies young with ICICI Pru Nifty Next 50 Index

FundsIndia Reviews: ICICI Pru Nifty Next 50 Index fund

Vidya Bala

SEBI defines the top 100 stocks as the large-cap universe for mutual funds to invest in. You know about the top 50 – nested in the bellwether index Nifty 50.…Continue Reading

FundsIndia Reviews: What’s happening with midcap funds

Bhavana Acharya

After years of admirable performance, the mid-cap segment turned tail. Since the peak hit in January this year, the Nifty Midcap 100 index has lost 13%. In contrast, both the…Continue Reading

Reliance Quant fund: The arrival of new-age ‘smart’ funds

Vidya Bala

If you followed developed equity markets in the rest of the world, you would have read that index and ETF-based investing are often touted to be the smart, efficient way…Continue Reading

FundsIndia Reviews: Franklin India High Growth Companies

Bhavana Acharya

Franklin India High Growth Companies (Franklin HG), an equity fund that invests across market capitalisations, was once among those that delivered outsized returns compared to peers and the market. In…Continue Reading

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FundsIndia Reviews: Mutual fund round-up for 2017

Bhavana Acharya

2017 saw equity markets give a stiff competition to the heady 2014 market, clocking in returns excess of 30%. For debt funds though, the 2017 calendar was one of second-guessing…Continue Reading

FundsIndia Reviews: Invesco India Contra

Bhavana Acharya

Short on time? Listen to a brief overview of this week’s recommendation. With a 1-year return of 38.9 percent, Invesco India Contra is among the top diversified or multi-cap funds. These…Continue Reading

FundsIndia Reviews: UTI Transportation and Logistics Fund

Vidya Bala

When we last reviewed UTI Transportation and Logistics fund (UTI T&L fund) in 2014, we mentioned that a sustained low inflation and low interest rate scenario would boost prospects for…Continue Reading

FundsIndia Reviews: DSP BlackRock Focus 25

Vidya Bala

DSP BlackRock Focus 25 (DSP BR Focus 25) is a large-cap equity fund with a concentrated portfolio of 25-30 stocks. With a return of 17.8 per cent annually in the…Continue Reading