Mid-cap funds contain losses
Small and mid-cap funds managed to limit losses during the recent decline. We take a look at the performance of these funds over a two-year period — when they came a full circle from a rallying... »
No running away from market gyrations
I have been investing in SIPs since November 2010. I invest Rs 35,000 every month in the following: Rs 10,000 each in Reliance Growth, BSL Frontline Equity and ICICI Discovery Fund and Rs 5,000... »
‘There is a debt fund to suit every time frame'
The investor mantra for this financial year would be to look for actively managed funds like a dynamic bond fund, rather than passively managed funds. MR ANUPAM JOSHI, ASSOCIATE DIRECTOR – FIXED INCOME, IDFC MUTUAL »
‘Markets are at fair valuation zone'
There was a perception that value funds cannot do well in a growth market. We never believed in that principle. Over the last seven years, we have seen that value investing works even in a growth market. MR SANKARAN NAREN, CHIEF INVESTMENT OFFICER – EQUITY, ICICI PRUDENTIAL AMC »
A yawning gap in fund returns
Planning to buy an equity fund? Then pay close attention to how you select it. In India, the choice of funds can make all the difference to wealth creation. Across mutual fund categories... »
Mutual Funds
Fund Talk: Mutual funds are not for dividend income
Consistent, rather than flashy, returns is what you should look for in funds that are meant for a long-term portfolio. »
Mutual Funds
HDFC Floating Rate Income – Long Term: Invest
The fund outperformed its benchmark 94 per cent of the times in the last four years on a rolling return basis. »
Mutual Funds
Canara Robeco Emerging Equities: Invest
The fund's small size has enabled it to take exposures to attractive consumer plays. »
Investment Focus - HDFC Sensex Plus Plan: Buy
The 12 per cent fall in the BSE Sensex since February (to 16,200 levels) has made the Indian market inexpensive from historic as well as global perspective. The time appears righ... »
Canara Robeco Emerging Equities: Invest
The recent market fall offers a good opportunity to buy into equity funds for the long-term. For aggressive investors willing to wait for five or more years, equity funds with a bias towards mi... »
Fund Talk: Too many cooks spoil the broth
I am 27 years old, working in a financial services firm. I invest Rs 10,000 every month in mutual funds, as follows: Rs 1,000 in DSP Blackrock Top 100 Equity, Rs 2,000 in Franklin India Bl... »
Franklin Prima Fund: Hold
A weak macro economic environment and high interest rates do not bode well for mid and small-cap stocks. They are also among the worst hit in the equity markets during such times. Such h... »
Fund Basics: Be diligent, update your details
In line with the recommendations issued by the Association of Mutual Funds of India, most mutual funds now do not register a change in bank details that is given along with a redemption request. »
Mutual funds' AUM up 16% in April: Crisil
The mutual fund industry posted a nearly 16 percent growth in its average assets under management (AUM) at Rs 6.8 trillion in April on the back of higher inflows to the money market funds,... »
Principal Large Cap: Invest
Investors can buy units of Principal Large Cap Fund, given its track record of consistently beating its benchmark.The fund, over three- and five-year periods, clocked 18 per cent and 8 p... »
What helped MFs to stay ahead of equity markets
When in doubt, bring in the professionals. With the equity markets acting difficult over the year, following the investment choices of mutual fund managers would have paid off well.Consider... »
Ignorance keeps investors away
What can bring new investors into mutual funds? This is the problem that has been exercising the Securities Exchange Board of India (SEBI) in recent months. There is really no reason why the... »
Stocks that found favour
So which stocks did mutual funds favour the most? A look at the shareholding patterns of stocks comprising the BSE 500 throws up many interesting insights.While there are exceptions, MFs wer... »
Fund Talk: Set timelines for your goals
ICICI Pru Discovery: Invest
Fund update
Pledging mutual fund units
DWS Alpha Equity Fund: Sell
HDFC Multiple Yield Fund: Invest
Kotak 50: Hold
Mistakes that investors make
Fund Talk: Mutual funds are not for dividend income
I wish to know how to switch money from a non-performing fund to a top-performing fund. Assume I invest through SIP in a good fund for a time horizon of 15 years. Seven or eight years late... »
HDFC Floating Rate Income – Long Term: Invest
Investors with a one-year horizon can consider buying units of HDFC Floating Rate Fund - Long Term (HDFC Floating). We had recommended this fund with a one-year investment horizon last year. Th... »
Tata Dividend Yield Fund: Invest
With market volatilities here to stay, investors can consider adding dividend yield funds to their portfolios. Known to contain declines better than pure diversified funds during market correct... »
SIP is not just for returns
The systematic investment plan (SIP) has since long been promoted as a superior investing tool for retail investors. While on one hand it instils discipline, on the other it protects inves... »
Fund Talk: Gold equities riskier than gold
I hold the following funds, invested over the past five years in systematic investment plans (SIPs) as well as lumpsum: Fidelity Equity, HDFC Top 200, HDFC Equity, HDFC Growth, HDFC Long Term Ad... »
HDFC Balanced Fund: Invest
Investments can be considered in the units of HDFC Balanced Fund through the systematic investment route. HDFC Balanced Fund, an equity-oriented balanced fund, emerged as the top performer in i... »
‘Short-term debt funds can be good substitutes for fixed deposits'
There appears no sign of interest rates falling too soon. The liquidity position too remains tight. What should debt investors do at this juncture? We caught up with Mr Namdev Ch... »
Canara Robeco Large Cap+ - Debt diet checks loss
Canara Robeco Large Cap + has declined 1.56 per cent in the last one year. However, the fund has beaten peers such as ICICI Prudential Focused Bluechip Equity and its benchmark, the BSE 100 ind... »
Fund manager changes merit notice
I am a salaried employee, 32 years old, with a monthly salary of Rs 45,000. I don't have any dependants. I have invested Rs 30,000 in Public Provident Fund. I would like to invest Rs 12,00... »
Unwieldy portfolios dilute returns
Which of the following funds should I sell, hold or switch: Reliance Long Term Equity, Reliance Equity Advantage, Reliance Long Term Equity (all under growth plans); HSBC Advantage India, HSBC P... »
Franklin India Opportunities: Switch
Fund Talk - Equity funds not for regular income
Liquid funds have a field day
Give your funds time to work
DSP BR Top 100 Equity: Invest
HDFC Mid-cap Opportunities: Limited churning, but actively managed
Link your savings to a financial goal
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‘Markets are at fair valuation zone'
Tata Dividend Yield Fund: Invest
Fund Talk: Too many cooks spoil the broth
SIP is not just for returns
Mid-cap funds contain losses
Investment Focus - HDFC Sensex Plus Plan: Buy
Canara Robeco Emerging Equities: Invest
Fund Talk: Mutual funds are not for dividend income
A yawning gap in fund returns
No running away from market gyrations