Tags: portfolio

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FundsIndia Features : Easy Transfer

Ranganayaki R

You’ve invested in 20+ Mutual Fund schemes through 4+ online/offline platforms and AMCs. Your funds are scattered all over the place, and you are unable to track and manage them…Continue Reading

FundsIndia Features: Portfolio Review

Anirban Chakraborty

Mutual funds are a versatile and accessible way of entering the world of investment, even with negligible knowledge of all the technical jibber-jabber. While funds offer a free-for-all pass to…Continue Reading

FundsIndia Views: What is bad news and when to sell your fund

Vidya Bala

The recent spate of negative news in the debt space, with the downgrading of debt papers of some banks and NBFCs, may have caused you to panic. What’s more, for…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

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 Explains: Rebalancing a Mutual Fund Portfolio

Mutual Fund Research Desk

When you start to invest, you build a diversified, asset-allocated portfolio. This allocation is based on your goal timeline, your risk appetite, and other factors. That is, based on what…Continue Reading


Should your Age Determine your Equity Allocation?

Gourav Kumar

If you are investing in mutual funds, you might have heard people talk about portfolio allocation. It is often advised to keep your equity allocation at 100 minus your age.…Continue Reading

Mutual funds are betting big on the financial sector

Bhavana Acharya

Banking and financial services are the most favoured sectors for equity mutual funds, with both sectors seeing their share in equity fund AUM inching steadily higher. Data from SEBI show…Continue Reading

You don’t have to add schemes when you increase investments

Vidya Bala

“I want to invest more/I want to increase my SIPs. Can you suggest good new funds that I don’t hold?”  – is a question that we hear often. The key…Continue Reading

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