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Mutual Funds


Mutual fund performance and an analysis of monthly returns of mutual funds is a matter of concern to the fund managers. DSIJ's fund focus article by a reputed fund manager on current events in mutual funds.
Best and worst Performing Sector Funds of Year 2017

Best and worst Performing Sector Funds of Year 2017

12/28/2017 10:43 AM | Thursday | By Shashikant Singh

As the year-end has approached most of you are eager to know the mutual fund movers and shakers of the year 2017. Read on to find the performance of various sector dedicated funds.

Six major underperforming MF schemes having higher expense ratios

Six major underperforming MF schemes having higher expense ratios

12/27/2017 5:03 PM | Wednesday | By Shashikant Singh

Mutual funds with a large size of assets under management (AUMs) are supposed to have lower expense ratios. However, there are schemes with large AUMs but having higher expense ratios and generating lower returns. 

Mutual fund category that has given highest return in year 2017

Mutual fund category that has given highest return in year 2017

12/22/2017 6:12 PM | Friday | By Shashikant Singh

The year 2017 has been good for the equity market and leading indices have generated returns of over and above 30%. Mutual fund schemes have also followed the equity indices. Read on to find which category hold the top spot.


How good is your fund to protect downside risk

How good is your fund to protect downside risk

12/21/2017 6:28 PM | Thursday | By Shashikant Singh

In long run, it always pays to invest in a fund that protects you better when market slides, even though this means the fund has failed to beat the benchmark during a market rally.

Why, how and when to switch from regular plan of mutual fund to direct plan

Why, how and when to switch from regular plan of mutual fund to direct plan

12/20/2017 5:32 PM | Wednesday | By Shashikant Singh

Despite the launch of direct plans six years back, they are still not the preferred route of investment. Read on to find why, how and when should you switch your funds from regular plan to direct plan.

How to invest lump sum in equity mutual fund

How to invest lump sum in equity mutual fund

12/19/2017 3:28 PM | Tuesday | By Shashikant Singh

Lump sum investment in the equity market is tricky. Read on to understand the pros and cons of investing lump sum and what are the different strategies to deploy your fund.


Key Trends in Equity Mutual Funds for November 2017

Key Trends in Equity Mutual Funds for November 2017

12/18/2017 6:07 PM | Monday | By Shashikant Singh

The equity AUM of Indian mutual fund industry increased in the month of November despite an overall decline in the equity market.

Do balance funds give better returns than equity funds?

Do balance funds give better returns than equity funds?

12/15/2017 5:34 PM | Friday | By Shashikant Singh

Balance funds, though generate less returns than pure equity funds in the short term they outperform them in the long run.

Balanced funds may not be balanced

Balanced funds may not be balanced

12/15/2017 9:53 AM | Friday | By Shashikant Singh

Balanced funds are promoted as a low-risk product, however, some of the funds may exhibit higher risk due to their portfolio construction. Read on to find, what are the factors you should consider before opting for a balanced fund.