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| FUNDPICK |
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High Voltage, High Returns
Kayezad E. Adajania |
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| India’s only power sector mutual fund comes with a high-risk, high-return profile.
So, be cautious while investing in it |
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Back On Track After A Revamp
Kayezad E. Adajania |
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| The fund is on a roll with renewed focus, expanded management and a new lease of life |
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Fund Pick: Add A Safe Spice To Cash
Sunita Abraham |
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| The fund gives you returns higher than a savings account and has lower tax liability than a liquid fund |
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Give Yourself Global Reach
Kayezad E. Adajania |
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| Principal Global Opportunities Fund (PGOF) is the only equity fund in India to invest its entire corpus in international equities |
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Adding zing to the portfolio
Sunita Abraham |
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| The growth of the infrastructure sector and some smart stock picks have made this thematic fund a consistent hot performer |
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| FUNDWATCH |
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Optimistic outlook
Shruti Kohli |
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| India’s only fund of funds house, OptiMix, recently turned one. We take a look at the path travelled so far, and how it is likely to perform in the future |
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Small fish, big bite
Kayezad E. Adajania |
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| Quantum Long Term Equity Fund has emerged as the fastest growing equity fund. This, despite giving distributors a total miss |
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Install the gold ETF line of defence
Sunita Abraham |
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| Paper gold saves your investments from volatility, and you from hassles that come with the physical form. The possibility of good returns in the short and medium terms gives that extra shine |
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| RECOMMENDATION BUY! |
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Time to get some debt funds in your books again
Sunita Abraham |
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| With interest rates expected to soften in the long term, debt funds have found new energy, and are expected to attract investors. But, short-term volatility is also on the cards. So, should you invest now or later? |
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When to sell your fund
Kayezad E. Adajania |
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| Encashing your mutual fund at the right time is as important as buying one |
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Liquid with a plus!
Shruti Kohli |
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| The draw: Low dividend distribution tax |
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Is your money being invested?
Sunita Abraham |
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| If your fund unjustifiably holds a large amount of cash, stop investing and take a relook at its capability to spot opportunities |
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Time to create a strong middle order
Sunita Abraham |
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| Mid-cap funds have given three-digit returns—more than those from benchmark and large-cap funds. But, due to the higher risk they entail, you need to tread with care |
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Slow and very Steady
Sunita Abraham |
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| Conservative management, diversified portfolios, and low-risk investments for steady returns are some of the fund’s pull factors |
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| COMPANYWATCH |
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A behemoth’s grand design to regain its lost crown
Veena Venugopal and Kayezad E. Adajania |
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| UTI, India’s first mutual fund, has been on the backfoot in a competitive marketplace. The fightback looks not just at new products, but new processes and investor services |
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UTI MF champion again
Kayezad E. Adajania |
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| The stalwart left everyone chasing its slipstream |
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| OUTLOOK MONEYSURVEYS |
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Best Funds 2007
Kayezad E. Adajania |
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| With 1,500-plus schemes in the market, how do you pick the winners? Here’s help |
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Best Funds 2005
Kayezad E. Adajania |
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| Find out where your scheme stands in our comprehensive annual ranking of mutual funds.
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Best funds 2001
Narendra Nathan |
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| A weak market and falling interest rates cast a shadow on mutual fund performance last year. More than returns, it was risk management that decided the leaders and the laggards.
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| SCHEMEWATCH |
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What is wrong with dividend yield funds?
Kayezad E. Adajania |
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| Dividend yield funds were meant to be win-win: providing returns both in rising and falling markets. But they have failed to deliver |
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| INVESTMENTIDEAS |
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The right steps
Sunita Abraham |
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| Eight ways to get more out of your investment in funds. Walk on these stones, and your feet will never touch the water |
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Passively-managed FMPs are safer bets
Bridget S. Leena |
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| Taurus MF launches FMP that will actively manage 40-50 per cent in debt securities |
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Diversified Funds, multi caps: on the same track
Sunita Abraham |
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| Multi-cap funds have the flexibility to invest across the market cap segments. This should mean returns that beat diversified equity funds. But, what we find is their returns are similar |
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A system to beat fluid markets
Shruti Kohli |
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| Transfer funds systematically to average costs in a choppy market |
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Going global at home
Kayezad E. Adajania |
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| Investing abroad through MFs to become easy |
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Better bet to save tax
Kayezad E. Adajania |
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| Safety and tax benefits make FMPs attractive |
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Fundamentals of your child’s future
Kayezad E. Adajania |
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| Equity-based mutual funds offer a diversity of schemes you could buy for your child. Ironically, children-specific schemes are not the best bet |
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Dividend or deceit?
Kayezad E. Adajania |
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| Before investing in MFs, look at their performance |
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The crown jewels
Kayezad E. Adajania |
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| 276 equity schemes in the market and you don’t know which to buy. Here’s a list of the proven 10 that should be a part of any mutual fund portfolio |
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Which plan to pick? Dividend or Growth
Kayezad E. Adajania |
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| Selecting a plan for your mutual fund investment? We bring you the different combinations possible, to help you keep an eye on tax outgo, without losing sight of your financial goals |
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| POLICYWATCH |
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Install the gold ETF line of defence
Sunita Abraham |
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| Paper gold saves your investments from volatility, and you from hassles that come with the physical form. The possibility of good returns in the short and medium terms gives that extra shine |
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Guilty on gold?
Kayezad E. Adajania |
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| Sebi is taking its time to clear gold MFs |
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Trust the Trustee
Monika Halan |
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| Sebi hopes to check distributor mis-selling by energising trustees of mutual funds. Can they ensure your interests? |
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Sanjiv Shah, ED, Benchmark Mutual Fund
Tejas P. Bhope |
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| ‘We’re ready to launch gold ETFs’ |
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Power of gold and eggs
Deena Katz |
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| Diversifying your portfolio may mean limiting potential but it also reduces risk
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