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Changes to FundsIndia’s Select Funds List

Mutual Fund Research Desk

It has been a year since the SEBI-mandated categorization exercise first began. The dust from the changes made by AMCs has since settled and there is more clarity now on…Continue Reading

FundsIndia Recommends: Axis Banking & PSU Debt

Vidya Bala

Amidst all the risks that transpired in the debt space, in the last 6 months, Axis Banking & PSU Debt was among the few funds that remained steady and unhurt…Continue Reading

FundsIndia Recommends: Mirae Asset India Equity

Bhavana Acharya

Mirae Asset India Equity is among the steadiest equity funds. It beats the broad-market Nifty 500 TRI index all the time in any 3-year period since its inception. The average…Continue Reading

FundsIndia Recommends: DSP Equity Opportunities

Vidya Bala

DSP Equity Opportunities fund has traditionally been a volatile, opportunistic fund that can swing either way, heavily, in the short term. This large & midcap equity fund had one such…Continue Reading

FundsIndia Recommends: Invesco India Growth Opportunities

Bhavana Acharya

Large-and-midcap funds play a unique role in a portfolio. They straddle the middle ground between midcap funds and multicap funds. In this category, Invesco India Growth Opportunities is a good…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

FundsIndia Recommends: Franklin India Prima

Bhavana Acharya

From the peak in January 2018, midcap stocks have been on a downward slide. The Nifty Midcap 100 TRI lost 17.7% from then till date. 4 in every 10 midcap…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

FundsIndia Reviews: UTI Equity

Bhavana Acharya

Among multicap funds today, UTI Equity holds a 1-year return of 3.8% at a time when most peers and the Nifty 500 TRI are sporting losses. This is a far…Continue Reading

FundsIndia Recommends – Aditya Birla Sun Life Tax Relief ‘96

Bhavana Acharya

Haven’t invested enough to save taxes yet? Consider Aditya Birla Sun Life Tax Relief ’96, an ELSS fund that qualifies for deductions under Section 80C of the Income Tax Act.…Continue Reading