Insights

Category: Mutual Fund Research

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FundsIndia Views: The final debate on FD vs. Debt funds

Vidya Bala

For many of you, looking at the latest FD interest offered by banks and comparing it with the past 1 year returns of debt funds serves up an easy conclusion.…Continue Reading

FundsIndia’s Mutual Fund Ratings – post SEBI’s categories

Mutual Fund Research Desk

Post AMCs moving to SEBI-defined categories, we have seen different rating agencies as well as ‘top MFs’ list by media houses following various methods to deal with comparison of different…Continue Reading

FundsIndia Recommends: Aditya Birla Sun Life Equity

Bhavana Acharya

Aditya Birla Sun Life Equity Fund-Growth, a multi-cap fund, has established itself in the top quartile of its category in the past few years. Its 3-year and 5-year return are…Continue Reading

Changes to FundsIndia’s Select Funds

Mutual Fund Research Desk

Over the past five months, mutual fund houses have been overhauling their funds and strategies to comply with SEBI categorisation rules. This re-categorisation has made peer comparison of funds challenging. For…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

< p style=”text-align: justify;”> 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…Continue Reading

FundsIndia Views: Why you should not be exiting debt funds now

Vidya Bala

If you were to look at the year-ago returns of many of your debt funds and the current returns, you will wonder if you made a wrong choice in investing…Continue Reading

SEBI's new categories, what's changing in Select Funds?

FundsIndia Views: SEBI’s new categories – what’s changing in Select Funds?

Bhavana Acharya

Over the past two weeks, we covered the changes taking place in equity and debt categories because of SEBI’s new categorization norms. We’ve discussed the impact of the changes, what’s…Continue Reading

FundsIndia Views: SEBI’s new categories – what’s changing in your debt funds

Bhavana Acharya

Last week, we discussed changes in equity funds as AMCs get into full swing in redefining categories based on SEBI’s new rules. This week we’ll take up the changes involved…Continue Reading

FundsIndia Views: SEBI’s new categories – what’s changing in your equity funds

Vidya Bala

A month ago, we wrote about what SEBI’s scheme re-categorization means for you. Now, with a good chunk of the changes announced by AMCs, we’d like to get into what…Continue Reading