ADVISORY

Advisory

Explore expert guides, research notes, and market-tested strategies on Advisory curated by FundsIndia advisors.

Latest Articles

Changes to FundsIndia’s Select Funds List

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 fund strategies and performance post change. The slide in equity markets also...

ByMutual Fund Research Desk17 Apr 2019

Advisory|5 min

FundsIndia Views: The Five Lessons of 2018

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. Here they are. Midcaps and smallcaps are risky 2018 showcased a fact that...

ByBhavana Acharya2 Jan 2019

Advisory|5 min

2018 – When Select Funds stayed ahead of the pack

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 a result of SEBI’s new categorisation. Almost through the year, equity markets - as poi...

ByMutual Fund Research Desk19 Dec 2018

Advisory|5 min

FundsIndia Strategies: Challenge fund managers with this election portfolio

[box]What 2 long-term portfolios to face the elections A mix of themed funds in each portfolio Who Investors who want to make the best of election related volatility Investors who want to challenge their own diversified portfolios with a custom-bu...

ByMutual Fund Research Desk5 Dec 2018

Advisory|5 min

FundsIndia Reviews: ICICI Pru Nifty Next 50 Index fund

SEBI defines the top 100 stocks as the large-cap universe for mutual funds to invest in. You know about the top 50 – nested in the bellwether index Nifty 50. These are the largest of large companies in the market. What if you could own the next 50...

ByVidya Bala28 Nov 2018

Advisory|5 min

FundsIndia Recommends: Axis Long Term Equity

[box]What: An equity fund that qualifies for deductions under Sec 80C of the Income Tax Act, 1961 Why: Stable long-term performer, moving across the market to capture opportunities Who: Moderate to high-risk investors with a 5-year timeframe [/box...

ByBhavana Acharya21 Nov 2018

Advisory|5 min

Should you invest in Motilal Oswal Nasdaq 100 FoF?

[box]What Motilal Oswal Nasdaq 100 (FoF) is a passive new fund offer that will invest in units of Motilal Oswal Nasdaq 100 ETF. The Nasdaq 100 Index is an equity index of top 100 non-financial securities and is among the top delivering key indices...

ByVidya Bala14 Nov 2018

Advisory|5 min

FundsIndia Recommends: HDFC Small Cap

[box] What Equity fund investing predominantly in small-cap stocks Why Promise in small-cap segment post market correction and new categorization Maintains a low portfolio churn and contains downsides well Who High-risk investors with a minimum 5-...

ByBhavana Acharya31 Oct 2018

Advisory|5 min

FundsIndia Recommends: Franklin India Corporate Debt

[box] What A debt fund that will invest in corporate bonds Will invest over 80% in instruments with credit rating of AA+ and above Why High yield portfolio with moderate risk Has reduced its credit risk Who Investors looking for FD-plus returns Wi...

ByVidya Bala24 Oct 2018

Advisory|5 min

Changes to FundsIndia's Select Funds

These are tough times for equity and even debt markets and for mutual funds . A host of global and domestic factors have sent markets into worry mode. Against this backdrop, we have made changes to our Select Fund list with caution this quarter. W...

ByMutual Fund Research Desk17 Oct 2018

Advisory|5 min

FundsIndia Views: What to make of the market fall

[box] Market correction triggered by macro risks from crude, currency and liquidity tightening The concerns assume importance in a pre-election year Depth of market correction has made quality stock affordable Averaging between now and post electi...

ByVidya Bala10 Oct 2018

Advisory|5 min

FundsIndia Views: Do actively managed funds underperform benchmarks?

Over the last couple of years, there has been a lot of talk about index funds. Some are convinced that index funds are better than actively managed funds. Some say that actively managed funds are effectively defrauding investors by charging exorbi...

ByGourav Kumar3 Oct 2018