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Author Archive | Mutual Fund Research Desk

The indirect cost of direct plans

Mutual Fund Research Desk

In recent times, we have seen quite a few advertisements and promotions for direct plans of mutual funds. They talk about how much you stand to lose if you invest…Continue Reading


Simply Important: Your new capital gains report at FundsIndia

Mutual Fund Research Desk

The Union Budget of 2018 made a significant change in taxation of equity mutual funds. Long Term Capital Gains on equity funds, which had been exempt since 2004, were made…Continue Reading

Understanding SEBI’s new fund categories

Mutual Fund Research Desk

In a move to make choices for investors simpler, SEBI came out with categories with defined criteria. This means that funds within a category will henceforth be mandated to stick…Continue Reading

How long should you run your SIP?

Mutual Fund Research Desk

Last week I was talking to a friend from another profession.  He wanted some financial advice from me. I asked him all the usual questions an advisor would ask to…Continue Reading


FundsIndia Explains: What is Risk

Mutual Fund Research Desk

In the context of any investment product and specifically mutual funds, we often use the term ‘risk’. Risk acquires different meanings to different people. They also assign such meaning differently…Continue Reading

We've made some changes to the FundsIndia research recommended Select Funds mutual fund list

Changes to FundsIndia’s Select Funds

Mutual Fund Research Desk

These are changing times for mutual funds. In October 2017, SEBI came up with two important rules: one, it defined the categories of funds AMCs are allowed to hold and…Continue Reading

“Consumption is relatively less risky in uncertain times”

Mutual Fund Research Desk

The consumption sector has been consistently delivering on the earnings growth front. With the growth drivers for the consumption theme already visible, it is relatively less risky in the times…Continue Reading

FundsIndia Explains: Change in fundamental attributes of a fund

Mutual Fund Research Desk

SEBI’s mandate to categorise funds into specific buckets has resulted in a number of AMCs coming out with changes in their funds. With a wave of changes coming in, you…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

New tax structure of mutual funds

Mutual Fund Research Desk

The Union Budget 2018 has changed taxation rules for equity-oriented mutual funds. Taxation of all other funds (debt funds, debt-oriented hybrid, gold, international, fund-of-funds) remains the same as before. Here’s…Continue Reading