“Value funds are well placed to unearth good opportunities and protect the downside at a time when valuations are steep,” says Vidya Bala, Head of Mutual Fund Research , FundsIndia . She reckons a mid-cap fund that follows a value-based approach would .
In such cases, the pedigree of the fund house or its promoter should be taken into consideration. “Investors need to give extra weight to mutual funds coming from groups like Motilal Oswal, which have demonstrated their research capability over several .
However there are several individuals who do not know about mutual funds and where they need to start with. This article is to enlighten many individuals about mutual funds in India ... Select funds where Value research Online (VRO) rated these funds.
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chart toppers a decade back, for instance, SBI Contra in diversified category and Reliance Growth or Taurus Discovery in the mid-cap category, are now in the bottom quartile of performance,” says Vidya Bala, Head of Mutual Fund Research , FundsIndia.
The fund's performance has slipped in recent months but its strength lies in delivering a superior risk-adjusted return than most of its peers. A skilled fund manager with proven execution capabilities provides comfort, making the fund a top pick in.
India funds gained 20.05%, the highest for any Lipper fund category during the quarter. ... Reduced transaction costs and diversification of portfolios without the several commission charges that are associated with stock purchases are the primary.
State Bank of India Ltd. and ICICI Bank Ltd. were the two most purchased large cap stocks by mutual funds with a combined estimated purchase value of over Rs 6,000 crore, according to market research firm Morningstar India . Relatively smaller peer.
However, investors should be wary of certain funds in the mid and small cap baskets, which are hitting new peaks, says Vidya Bala, Head of Mutual Fund Research , FundsIndia . "Since valuations of underlying stocks from this basket of funds are steep, .
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funds and dynamic equity funds. The former usually have more flexibility to take extreme calls across asset classes. "They may even go 100% in on an asset class, based on their strategy," says Vidya Bala, Head of Mutual Fund Research , FundsIndia.