Insights

Category: Research Desk

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Liquid fund returns are tapering off

Ashwini Arulrajhan

Liquid funds sported high returns through 2018, thanks to higher interest rates and bond yields and a liquidity crunch in the later part of the year. But returns for these…Continue Reading

Why hybrid aggressive funds underperformed large-cap funds

Bhavana Acharya

On a 1-year basis, hybrid aggressive funds are in the low single digits at just 1.2% on an average. Not just that, the category was clocking 1-year losses in preceding…Continue Reading

Banks support earnings growth for the December 2018 quarter

Mutual Fund Research Desk

India Inc. saw a drop in profits for the December quarter. This was largely a result of exceptional losses in few large companies. For 496 out of the 500 BSE…Continue Reading

Changes to FundsIndia’s Select Funds

Mutual Fund Research Desk

These are hard times for equity and cautious times for debt funds. But what we can tell you is that funds in the Select Funds list have weathered volatile times…Continue Reading

Frequently asked questions on annual portfolio review

Vidya Bala

It’s that time of the year when you will look back at performance and have questions about your portfolio – specifically underperformance in your funds. In years like 2018 when…Continue Reading

FundsIndia Views: 2019 – Equity and debt outlook

Vidya Bala

2018 was a year that probably gave you glimpses of the rough side of equity and debt markets.  The bad news is that you have probably not seen the end…Continue Reading

FundsIndia Explains – What is an SIP? What is it not?

Mutual Fund Research Desk

With over Rs 7,000 crore coming in each month, the SIP has become a byword for investing. But popular as it may be, the concept of it – what is…Continue Reading

FundsIndia Views: The Five Lessons of 2018

Bhavana Acharya

Markets closed out 2018 in a burst of volatility, capping a year of several yo-yos. Equity and debt markets had a tumultuous 2018, which served to drive home certain basics.…Continue Reading

Our top ten blogposts of 2018

Mutual Fund Research Desk

At this time last year, stock markets were on a tear. Everything seemed happy, and the new year seemed to carry that right on. But that euphoria was short-lived as…Continue Reading

2018 – When Select Funds stayed ahead of the pack

Mutual Fund Research Desk

2018 was a tough year. For equity markets, for debt markets and for currency. It was a tougher year for mutual funds what with the swings to their portfolio as…Continue Reading