Equity Fund Portfolio Construction

We know that the overall direction of the stock market is a continual rise in value over years. However, the rise is not linear and is constantly punctuated by falls. There are periods when pronounced risks loom and periods when valuations are stretched. Where are we right now? What lies ahead? What must investors focus on? Nilesh Shah, Kotak AMC and Sankaran Naren, ICICI Prudential AMC, share their views.

How to Build a Mutual Fund Portfolio

When faced with thousands of mutual funds, how does one make a smart pick? A winning fund is not just one that delivers an impressive risk-adjusted return, with a low expense ratio. What’s as important is ensuring that they strategically enhance your own portfolio and match your investing objectives. We look at key factors that are essential to build a mutual fund portfolio. Himanshu Srivastava, Associate Director of Manager Research, Morningstar, shares how investors can pick funds.

The Art of Mining Meaningful Goals

Research has shown that investors who focus on their goals, can both increase their total return and remain motivated over the long haul. But how does one assess their own needs? Sagneet Kaur, Associate Director of Behavioural Research at Morningstar, shares research-led tips to mine meaningful and durable goals.

The Global Landscape

Mixed trends emerge from global markets. Headline inflation has started to abate but high core inflation has been persistent. Are the big economies perilously close to falling into recession? What does the reopening of China indicate? Dan Kemp, Morningstar, explores whether 2023 is going to be a stormy ride or the fears are unfounded.

Tax Time

It is that time of the year when investors are in a mad rush to fulfil their obligations so as to avail of the maximum tax break permitted under law. Rahul Sewda, Cleartax, discusses various aspects of taxations applicable to individual investors.

Get your Mutual Fund Portfolio Queries Answered

Kaustubh Belapurkar, Director of Fund Research at Morningstar Investment Adviser India Private Limited, addresses investor queries regarding the asset allocation for his upcoming goals and emphasizes the importance of having the right return expectations.

HDFC Flexi Cap Fund

Despite the change in manager, the fund remains a good choice for long-term investors.

Mirae Asset Emerging Bluechip

The fund continues to hold its long-term appeal with a high-calibre team and an impressive investment process.

ICICI Prudential Long Term Equity Fund - Tax Saver

A fund with good potential but needs stability at the helm.

IDFC Short Term Plan

An apt choice for investors preferring safety over outsized returns.

Kotak Bond Fund

A stable core team backed by a superior process make this a compelling offering.

Union Budget: A balanced one with a thrust on the new tax regime

The Budget for FY2023-24 is overall a balanced Budget with a focus on capital expenditure, social sector and measures to boost economic growth. There were significant personal direct tax proposals with a clear push by the government to popularize the new tax regime. Dhaval Kapadia, Director, Portfolio Specialist at Morningstar Investment Management Group, shares key budgetary proposals and Morningstar’s take on them.

Investing in mutual funds and navigating the risks

Kaustubh Belapurkar, Director of Fund Research at Morningstar Investment Adviser India Private Limited, interview on Investing in mutual funds and navigating the different types of risks

Mind the Gap - India

The report gives an insight into the fund returns v/s Investor returns across time frames, asset classes and categories. Investor Returns measures how the average investor fared in the fund over a period of time and incorporates the impact of cash inflows and outflows from purchases and sales and the growth in fund assets.

SBI Corporate Bond

The strategy that stands out due to its exceptional leadership and investment processes.

Mirae Asset Tax Saver

Fund that holds its long-term appeal with a high calibre team and an impressive investment process.

Equity Fund Portfolio Construction

Constructing a portfolio of equity funds for meeting goals is a task investors often grapple with. Which categories are suitable, how many funds, which funds to pick are some of the common questions on investor's minds. Kaustubh Belapurkar discusses the basic tenets of equity portfolio construction and what investors need to look out for when making a portfolio decision.

The key to long-term wealth creation

How important is asset-allocation for long-term wealth creation? Know the importance of global diversification and a valuation-driven approach to investing in mitigating risk. Listen in to Mr. Dhaval Kapadia, Portfolio Specialist, Morningstar Investment Adviser India as he shares his insights on how investors should construct their portfolios, and also shares his fund recommendations that you could consider for your portfolios.

UTI Mastershare Unit

Disciplined investment process centered on building a quality portfolio. Nehal Meshram, Senior Research Analyst at Morningstar Investment Advisers India, talks on how the fund has stood the test of time across market cycles over the last 30 years and delivered impressive returns.

ICICI Prudential Value Discovery Fund

Portfolio manager Sankaran Naren's razor sharp focus on valuation makes this fund a true-blue value offering.

Nippon India Growth Fund

A seasoned manager with fluid investment style is this fund's biggest appeal.

HDFC Corporate Bond Fund

Safety has been the hallmark of this fund.

ICICI Prudential Medium Duration

An institutionalised investment process and measured credit bets are the defining elements of this fund.

Morningstar India Offshore Spy

An extensive study focusing on the opportunities in Indian equities from the lens of foreign investors.

A quick take on the Domestic Fund Flows Report for Q4 FY 2021-2022

The Morningstar Domestic Flows Report provides insights into the estimated flows and asset trends, for domestic Mutual funds.

Evaluating Fund Performance

Selecting suitable funds for portfolios is a difficult task that investors often grapple with. Discover suitable techniques to evaluate fund performance from an analytical perspective.

The ability to think differently is critical in this strategy

Nehal Meshram, Senior Research Analyst, Morningstar Investment Advisers India, talks about how the fund has been able to deliver a sound track record over the long run and has also provided cushion to the portfolio during the downturn.

SBI Bluechip Fund

A tenured manager and a disciplined approach stand out about this fund.

Kotak Flexicap Fund

A fund with a long-term investment approach that brings in a lot of dependability.

HDFC Small Cap Fund

A high conviction strategy managed by a senior manager with extensive experience.

ABSL Mid Cap Fund

Despite a manger change, we think that this fund has the potential to deliver!

Debt Investing

Persistent inflation concerns amid the spillover effects of the Russia-Ukraine war have led to faster-than-anticipated tightening by global central banks. Back home too, the #RBI has shifted its focus from nurturing growth to taming inflation by tightening interest rates. The interest rate cycle has certainly turned a corner. How should investors look at debt investing in such challenging times? Listen to Mr Dhaval Kapadia, Director Portfolio Specialist at Morningstar Investment Management group on how investors can position their debt portfolios.

3 Factors for Portfolio Rebalancing

Markets have seen a sharp correction in the YTD period owing to concerns over a slowdown in global growth amid aggressive tightening by global central banks to tame the surge in inflation. Given this sharp fall in equity markets, investors’ asset allocation would have seen a meaningful drift from their targeted asset allocation. Listen in to our expert, Dhaval Kapadia, Director Portfolio Specialist at Morningstar Investment Management group as he discusses the key aspects for investors to consider while re-balancing their portfolios.

Our view on Indian Equities

Equities are going through a bout of volatility. The ongoing global geopolitical tension could impact global recovery and have a spillover effect on India. Our view on Indian equities is based on four pillars 1) absolute valuation 2) relative valuation 3) contrarian indicators, and 4) fundamental risk Chintan Mehta is Associate Director - Capital Markets & Asset Allocation at Morningstar Investment Adviser India Pvt Limited

Are there any Attractive Opportunities in Global Markets

U.S. big tech stocks which have dominated market performance for the past decade, have been at the epicentre of the market selloff. European stocks are significantly impacted by the war in Ukraine. Are there any attractive opportunities in global markets? Chintan Mehta is Associate Director - Capital Markets & Asset Allocation at Morningstar Investment Adviser India Pvt Limited

Comparison of Equity only with Multi-Asset PMS comprising Mutual Funds

Akansha Singh, Associate Director, Morningstar Investment Advisors India, presents arguments on having a combination of single asset and multi-asset-oriented PMS products in an investor's portfolio.

Veteran fund manager Madhusudan Kela's favourite stock picks

Though the pandemic has subsided, and the economy opened up, this year has had its share of upheaval. Madhusudan Kela, founder, MK Ventures, engages in a stimulating discussion about how he is investing in the current market.

Biases investors face and how to overcome them

Attention-driven buying can be disastrous. How can we direct our attention thoughtfully, while curbing impulsive investor behaviour? Sagneet Kaur, Associate Director of Behavioural Research at Morningstar, tells us how to make our investment decisions methodological, instead of attention- and emotion-driven.

Where these 3 investment gurus are finding value

Investors are spoilt for choice. This is not merely a curious conundrum, as it can lead to a dismal outcome if not navigated adroitly. Value or Growth Stocks. IPOs. Debt. Gold. Crypto. Global Investing. Where does one find value? Dan Kemp, CIO, Morningstar, Nilesh Shah, MD, Kotak AMC and Sankaran Naren, ED & CIO, ICICI AMC, share their view.

How to Build a Mutual Fund Portfolio

Selecting funds is easier said than done. When faced with thousands of mutual funds, how does one make a smart pick? Himanshu Srivastava, Associate Director of Manager Research, Morningstar, shares how investors can pick funds.

Multi-Asset investing to meet financial goals

If you are a DIY investor, learn about constructing a multi-asset portfolio that would help you to ride through market cycles and generate long-term wealth. Chintan Mehta, Associate Director – Capital Markets & Asset Allocation, Morningstar, on how to build a diversified portfolio.

Why Quant MF schemes are outperforming

Kaustubh Belapurkar on what is helping Quant schemes outperform peers.

Investor Return versus Fund Return

Kaustubh Belapurkar explains the difference between the both.

All you need to know about ESG Funds

Kaustubh Belapurkar talks about how Environmental, Social, and Governance (ESG) funds differ from other funds.

Best Large Cap Equity Fund 2022

Swati Kulkarni, Executive Vice President & Fund Manager - Equity, UTI AMC, talks about what helped UTI Mastershare Unit create consistent alpha.

Best Mid Cap Fund 2022

PGIM India Midcap Opportunities won the Morningstar Fund Award 2022. Aniruddha Naha, Head of Equities, PGIM India Mutual Fund, talks about the fund's investment strategy.

Best Equity, Debt & Multi Asset Fund House 2022

Chandresh Nigam, Managing Director & Chief Executive Officer, Axis AMC, takes us through what helped the fund house clock a stellar performance.

How to build a sound portfolio

Kaustubh Belapurkar on how to use volatility to your advantage.

Understanding Morningstar Star Rating

Kaustubh Belapurkar explains the methodology of star ratings and how to use them to filter funds.

Best ELSS funds

Kaustubh Belapurkar talks about the benefits of ELSS funds and his best picks in this category.

How to navigate the current market

Chintan Mehta talks about Morningstar's view on equities, fixed income and the current positioning of Managed Portfolios.

Why invest in international equity

Dhaval Kapadia on why and how investors can diversify into international equities.

SIP versus Lumpsum

Dhaval Kapadia on the pros and cons of SIP vis-à-vis lumpsum investing.

Prashant Jain on PSU stocks

Prashant Jain is Executive Director and Chief Investment Officer at HDFC Mutual Fund. He briefly shares his views on his strategy.

Beyond the Technicalities of Investing

Gautam Baid, Founder of Stellar Wealth Partners, and author of The Joys of Compounding, shares insights on moats.

Save your money smartly

Kaustubh Belapurkar shares some practical tips to save smartly for your goals.

How to be safe in a Bull Market

Sankaran Naren on what strategy investors can employ to ensure that they don't get carried away.

Given up on Passive?

Aashish Somaiyaa used to actively promote passive investing, but now heads an AMC that promotes active management. An interesting perspective.

Importance of Asset Allocation | Morningstar Managed Portfolio

Chintan Mehta, Associate Director - Capital Markets & Asset Allocation, Morningstar Investment Adviser India, talks about how investors should go about allocating money in different asset classes to get the maximum benefit of diversification.

What is Morningstar Star Rating?

It is a purely quantitative, backward-looking measure of a fund's past performance, measured from one to five stars.

How to use Star Rating and Analyst Rating

Kaustubh Belapurkar explains the key difference between the two rating methodologies.

Understanding Morningstar Quantitative Rating

The Morningstar Quantitative Rating uses machine-learning to apply an analyst rating to thousands of funds.

How we rate funds on ESG parameters

Kaustubh Belapurkar talks about Morningstar ESG Ratings, methodology and how investors should interpret them.

Funds that gained the most traction

Kaustubh Belapurkar takes us through some of the recent fund flow trends in the industry.

A high-yielding strategy with a conservative investment approach

The strategy's cautious profile, which has helped it during credit sell-offs, resulted in decent returns over the long run. Overall, the strategy has much to offer moderate investors.

UTI Value Opportunities Fund - A bold offering with a flexibility to position across market cap

This fund invests in stocks that are currently depressed with low ROCE/ROE and have the potential to generate higher returns.

Fund that stands strong despite multiple changes

This mid cap fund has had a long history and has seen multiple manager changes. Despite these changes it still stands strong as a viable proposition for investors. Kavitha Krishnan, Senior Research Analyst, Morningstar Investment Advisers India gives us some insights.

Why this fund from Kotak stands out

Kavitha Krishnan, Senior Research Analyst, Morningstar Investment Advisers India, talks about what's led to this fund garnering immense traction from investors, making it the largest open-ended equity fund.

A true to label fund

Kavitha Krishnan, Senior Research Analyst, Morningstar Investment Advisers India, talks about the unique investment style of the manager and about what makes this fund true to label.

Axis Bluechip Fund: A consistent performer

Kavitha Krishnan, Senior Research Analyst, Morningstar Investment Advisers India, takes a look at what makes this fund stand out amongst peers.

A fund with a focus on long term

Despite being the largest ELSS fund in its category, the core philosophy and investing style on the fund has remained unchanged. Kavitha Krishnan, Senior Research Analyst, Morningstar Investment Advisers India, takes us through the various aspects of the fund.

Why this fund got gold rating

Kavitha Krishnan, Senior Research Analyst, Morningstar Investment Advisers India, talks about how Mahesh Patil's style and approach lead to a consistent showing on the fund.

Gauging Fund Performance

When it comes to determining fund performance, we often credit the market when things go right while blaming the fund manager when the fund underperforms. Yet, there are some ingenious ways by which you can gauge your fund performance, analytically. Take notes as Kaustubh Belapurkar teaches you the tricks.

Oldest Flexi Cap Fund

Focus on quality portfolio leads to a positive rating.

Review of Mirae Asset Large Cap Fund

The fund has been tested across market cycles and has emerged out as a consistent quartile 1 and quartile 2 performer.

Impressive long term performer

The fund's numerous strengths continue to shine through, despite frequent change in leadership.

How to buy your first mutual fund?

Watch the special segment of Money9 where Kaustubh Belapurkar, Director - Manager Research, Morningstar Investment Adviser India, as he gives a step-wise guide to make the right choice while choosing your first mutual fund.

Morningstar Managed Portfolios completes 2 years

Our team is passionate about assisting investors in managing their money.To mark our second anniversary, we're sharing a performance update as well as our current convictions to improve client outcomes. We are thrilled to have our track record expanded, explored, and thoroughly analyzed.

Decoding Monthly Mutual Fund Flow

Watch the special segment of Money9 where @Kaustubh Belapurkar, Director - Manager Research, Morningstar Investment Advisor India, talks about where investors are putting their money.

Nilesh Shah shares his team's success mantra

"We manage the trust of millions of investors. When such recognition comes our way, it motivates us to work even more," says Nilesh Shah, Managing Director of Kotak Mahindra AMC on winning the Best Fund House – Overall Award.

Sankaran Naren on his learnings from 2020

Learn how Sankaran Naren, CIO, ICICI Prudential AMC, navigated the turbulent 2020. The fund house won Morningstar Best Fund House (Debt) Award for 2021.

Best Equity Fund House 2021

"The team that works together and is able to support each other, does extremely well in investing & we have that," says Nimesh Chandan, Head of investment – Equities, Canara Robeco Asset Management Company.

Best Large Cap Fund

Shridatta Bhandwaldar, Head of Equities, Canara Robeco Mutual Fund, talks about his stock selection process which helped the fund house win Morningstar Best Large Cap Fund Award for 2021.

Best Mid Cap Fund

Shreyash Devalkar, Senior Fund Manager, Axis Mutual Fund, talks about the investment philosophy of Axis AMC. Axis Mid Cap Fund won the Best Fund in the mid cap category for the second year in a row in 2021.

Best Medium to Long Duration Fund

Dinesh Ahuja, Fund Manager, SBI Mutual Fund, on what helped SBI Magnum Income Fund win the Morningstar category award and how he navigated the turbulent 2020. Third consecutive win for the fund.

Best Short Duration Fund

"We manage duration with a medium-term view, avoid short-term noise and focus on high-quality credit," says Anil Bamboli on winning the Morningstar Best S/T Bond Fund category award for HDFC Short Term Bond Fund. This is the 4th consecutive win for this fund!

How to invest in a low interest rate regime

Dhaval Kapadia, Director, Portfolio Specialist, Morningstar Investment Adviser India Private Limited, talks about how debt fund investors should navigate their portfolio.

Large Cap Vs Midcap - Where to invest?

Kaustubh Belapurkar, Director - Manager Research, Morningstar Investment Advisers India, talks about the broader markets, the elevated evaluation that some of the smaller midcap stocks command and where MF investors should invest at this juncture.

Should you invest in sector funds?

Dhaval Kapadia, Director, Portfolio Specialist, Morningstar Investment Adviser India on the perils of investing in sectoral/thematic funds.

Investing styles of fund managers

Kaustubh Belapurkar talks about different styles of fund managers and the importance of diversification.

Impact of RBI policy announcement on debt funds

Dhaval Kapadia, Director, Portfolio Specialist, Morningstar Investment Adviser India Pvt. Ltd. shares his perspective on the measures announced by RBI today to revive the economy and how debt fund investors should position their portfolios.

Impact of new multi cap fund norm

Kaustubh Belapurkar, Director – Manager Research, Morningstar Investment Advisers India, on how investors should interpret the new rejig in multi cap funds and what they should do.

Should you stay put in multicap funds?

SEBI has tweaked the asset allocation rules for multi-cap funds. Kaustubh Belapurkar, Director - Manager Research, Morningstar Investment Advisers India, talks about its implications for investors. Check out the new episode now.

Mutual Fund Portfolio Queries

On the Mutual Fund Corner Show, Himanshu Srivastava, Associate Director - Manager Research, at Morningstar Investment Advisers India answered queries of the viewers related to their mutual fund portfolio. Watch the full episode now.

What is a target-date fund?

Kaustubh Belapurkar, Director- Manager Research at Morningstar Investment Advisers India, recently spoke at the CNBC TV18 MF Corner show about how target-date funds can help investors meet their financial goals. Watch the full episode now.

Can we time the market through MFs?

Kaustubh Belapurkar spoke at the CNBC TV18 MF Corner show about why staying in the market is more important than timing the market to make good returns. Watch the whole episode now!

Investing in Turbulent Times

Kaustubh Belapurkar on how to research, analyse and pick winning funds using Morningstar Direct.

Staying the course

Dhaval Kapadia on why timing the market is futile.

Lumpsum versus systematic investing

Kaustubh Belapurkar answers mutual fund investment-related queries on the Zee Business Mutual Fund Helpline.

Are liquid funds a safe bet now?

Kaustubh Belapurkar on how to manage your portfolio in these turbulent times.

Franklin Debt Schemes: Impact on Investors

Kaustubh Belapurkar shares his take on the Franklin Templeton’s decision to wind up six debt schemes and its impact on the industry.

Franklin winds up six debt schemes

Kaustubh Belapurkar shares his take on Franklin Templeton’s decision to wind up six debt schemes.

Deciphering Fund Manager Styles

Learn how to pick winning funds for your clients.

The Critical Reason to Stay Invested

How a short period of time plays a big role in returns.

Chat with winners of Mstar Fund Awards 2020

The much-awaited Morningstar Fund Awards 2020 was presented on March 26. Kaustubh Belapurkar caught up with the winning fund managers to understand what helped them deliver this consistent track record.

The Importance of Staying Invested in Volatile Times

Don't flee the market in a panic, but rather embrace the turmoil as an investment opportunity--you'll be better off in the long run.

Major takeaways from the Budget 2020-21

Watch 'The Mutual Fund' show as Kaustaubh Belapurkar, Director - Fund Research, Morningstar Investment Advisers India, share major takeaways from the Budget 2020-21 and its impact on the financial market.

Impact of the 2020-21 budget on mutual funds

At CNBC TV18 MF Corner, Kaustaubh Belapurkar, Director - Fund Research, Morningstar Investment Advisers India, talks about the impact of the 2020-21 budget on mutual funds. Tune into the video to hear his valuable insights.

Mutual funds demystified

Dhaval Kapadia, Director - Portfolio Specialist, Morningstar Investment Advisers India, answers investors queries related to mutual funds on CNBC Awaaz.

Why Franklin India Prima Fund gets a Gold Rating

Himanshu Srivastava, Senior Research Analyst, Morningstar Investment Advisers India, talks about fund manager R Janakiraman's investment strategy which has helped Franklin India Prima Fund deliver outstanding returns

Mirae Asset Emerging Bluechip: A consistent outperformer

Nehal Meshram, Senior Research Analyst, Morningstar Investment Advisers India, on what has helped fund manager Neelesh Surana deliver a consistent track record.

Why Reliance Low Duration Fund gets a Bronze Rating

This fund is suitable for investors looking for stable returns, says Nehal Meshram, Senior Research Analyst, Morningstar Investment Advisers India.

Focus on long term has held this fund in good stead

Nehal Meshram, Senior Research Analyst, Morningstar Investment Advisers India, analyses the investment strategy of fund manager Ajay Tyagi for managing UTI Equity Fund.

Fund Review: ABSL Corporate Bond Fund

Kavitha Krishnan, Senior Research Analyst, Morningstar Investment Advisers India, talks about the investment strategy of fund managers Maneesh Dangi and Kaustubh Gupta and looks at how they have helped this fund create a niche for itself.

ABSL Focused Equity Fund: Taking high conviction bets

Kavitha Krishnan, Senior Research Analyst, Morningstar Investment Advisers India, analyses ABSL Focused Equity Fund which invests in a concentrated portfolio of 30 stocks.

The largest ELSS fund in India

With AUM of over Rs 18,000 crores built in 10 years, Axis Long Term Equity Fund has been a runaway success. Kavitha Krishnan, Senior Research Analyst, Morningstar Investment Advisers India, talks about Jinesh Gopani's investing style on this fund.

HDFC Tax Saver Growth: A consistent performer

Kavitha Krishnan, Senior Research Analyst, Morningstar Investment Advisers India, on what has helped one of the oldest ELSS funds deliver consistent performance.

Kotak Standard Multicap Fund: A blend of large and mid-cap

Kavitha Krishnan, Senior Research Analyst, Morningstar Investment Advisers India, on how this fund managed by Harsha Upadhyaya has grown to become one of the largest equity funds in the industry.

Sundaram Mid Cap Growth: True to label fund

Kavitha Krishnan, Senior Research Analyst, Morningstar Investment Advisers India, analyses mid and small cap specialist S Krishna Kumar's investment strategy for this fund.

Fund Review:ICICI Prudential Long Term Bond Fund has a contrarian streak

Nehal Meshram, Senior Research Analyst, Morningstar Investment Advisers India, on why this fund gets a Bronze rating.

ICICI Prudential Bluechip: A benchmark cautious fund

Senior Research Analyst Nehal Meshram on what has helped this large cap fund stay ahead of the pack.

ICICI Prudential Multi-Asset Fund : A Fund for contrarian investors

Nehal Meshram, Senior Research Analyst, Morningstar Investment Advisers India, analyses the investment strategy of this fund steered by lead manager Sankaran Naren.

A conservative strategy has helped this fund

Senior Research Analyst Nehal Meshram shares her views on Deepak Agrawal’s strategy for Kotak Medium Term Regular Fund.

Franklin India Ultra Short Term Bond has a contrarian streak

Himanshu Srivastava, Senior Research Analyst, Morningstar Investment Advisers India, on what makes Franklin India Ultra Short Term Bond Fund stand out among its peers.

How HDFC Medium Term Debt Plan keeps risk at bay

Himanshu Srivastava, Senior Research Analyst, Morningstar Investment Advisers India, says that minimizing duration and credit risks has helped this fund.

Why HDFC Top 100 Fund gets a Gold Rating

Himanshu Srivastava, Senior Research Analyst, Morningstar Investment Advisers India, talks about the investment strategy of Prashant Jain who manages HDFC Top 100 Fund.

ICICI Prudential Value Discovery Fund withstands the test of time

Himanshu Srivastava, Senior Research Analyst, Morningstar Investment Advisers India, on how this fund made a comeback after a rough patch in 2017.

IDFC Dynamic Bond Fund

Himanshu Srivastava, Senior Research Analyst, Morningstar Investment Advisers India, on how Suyash Choudhary is managing IDFC Dynamic Bond Fund.

A fund with a strong track record

Himanshu Srivastava, Senior Research Analyst, Morningstar Investment Advisers, on what has helped Sailesh Raj Bhan put up an impressive track record for this fund.

DHFL crisis explained by Kaustubh Belapurkar, Director of Manager Research

Kaustubh Belapurkar, Director of Manager Research at Morningstar Investment Advisers India in discussion with ET Now about the DHFL crisis.

DHFL crisis impact on the mutual funds

Kaustubh Belapurkar, Director of Manager Research at Morningstar Investment Advisers India discusses with Bloomberg Quint the DHFL crisis's impact on the mutual funds.

DHFL default payment crisis in their portfolios

Kaustubh Belapurkar, Director of Manager Research at Morningstar Investment Advisers India shares with CNBC TV18 how retail investors should go about handling the DHFL default payment crisis in their portfolios.

Dhaval Kapadia, Director-Portfolio Specialist, in discussion with CNBC Awaaz about the fall in Debt Funds NAV

Dhaval Kapadia, Director-Portfolio Specialist, Morningstar Investment Advisers India in discussion with CNBC Awaaz about the fall in Debt Funds NAV.

Return of FIIs within the first half of the year as well as India focused offshore funds

Himanshu Srivastava, Senior Research Analyst, Manager Research, Morningstar Investment Advisers India, in an interview with ET Now talks about the return of FIIs within the first half of the year as well as India focused offshore funds.

HDFC AMCs decision on FMP liquidity arrangement and how it impacts their shareholders

Kaustubh Belapurkar, Director of Manager Research at Morningstar Investment Advisers India in discussion with ET Now about HDFC AMC's decision on FMP liquidity arrangement and how it impacts their shareholders.

Impact of SEBI's new debt fund norms

Securities and Exchange Board of India (SEBI) has accepted the new valuation norms for debt mutual funds proposed by the Mutual Fund Advisory Committee. How will it affect debt funds and what should investors do? Let's find out in a candid conversation with Kaustubh Belapurkar, Director of Manager Research at Morningstar Investment Advisers India.

Himanshu Srivastava on show MF Corner CNBC- TV18

Himanshu Srivastava on show MF Corner CNBC- TV18 - Harness the Power of Mutual Funds

FII Flow trend by Kaustubh Belapurkar

FII Flow trend by Kaustubh Belapurkar on CNBC TV18 Bazaar

What are Funds Buying?

Kaustubh Belapurkar, Director of Fund Research at Morningstar Investment Adviser India, shares his perspective about the latest trends in mutual funds in the What's In What's Out show.

Interview with CNBC Awaaz Your Money | Dhaval Kapadia, Morningstar Investment Advisory

Dhaval Kapadia, Director - Portfolio Specialist at Morningstar Investment Advisers India chats with CNBC Awaaz.

Your mutual fund guide

Dhaval Kapadia, Director, Portfolio Specialist, Morningstar Investment Advisers India Pvt Ltd, on Your Money CNBC Awaaz discussing on asset allocation between Equity and Debt.

Apt fund for minimal risk seekers in credit risk category

Nehal Meshram, Senior Research Analyst, Morningstar Investment Advisers India, talks about the investment strategy of DSPBR Credit Risk Fund.

This fund has delivered superior risk-adjusted returns

Nehal Meshram, Senior Research Analyst, Morningstar Investment Advisers India, on how ICICI Prudential Savings Fund has delivered superior risk-adjusted returns across market cycles.

A true to label fund

A flexible mandate has helped SBI Dynamic Bond Fund, says Nehal Meshram, Senior Research Analyst, Morningstar Investment Advisers India.

A fund with value investing streak

Nehal Meshram, Senior Research Analyst, Morningstar Investment Advisers India, talks about Templeton India Value Fund.

The oldest equity fund in India

Nehal Meshram, Senior Research Analyst, Morningstar Investment Advisers India, on how UTI Mastershare Unit has been able to offer dividends across all market cycles over 30 years.

A consistent performer

Kaustubh Belapurkar, Director - Manager Research, Morningstar Investment Advisers India, talks about the investment strategy of ABSL Corporate Bond Fund.

The most popular ELSS fund

Kaustubh Belapurkar, Director - Manager Research, Morningstar Investment Advisers India, on why Axis Long Term Equity has created a niche for itself in the tax saving category.

A reliable fund in the small cap category

Kaustubh Belapurkar, Director - Manager Research, Morningstar Investment Advisers India, talks about Chirag Setalvad's investment strategy for HDFC Small Cap Fund.

A stable fund in the multi cap category

Kaustubh Belapurkar, Director - Manager Research, Morningstar Investment Advisers India, on why L&T Equity Fund can be a good addition in investors portfolio.

This fund has protected downside risk

Kaustubh Belapurkar, Director - Manager Research, Morningstar Investment Advisers India, on why Sohini Andani's strategy which has helped SBI Bluechip Fund.

A contrarian streak has helped this fund

Himanshu Srivastava, Senior Research Analyst, Morningstar Investment Advisers India, talks about Franklin India Short Term Income Plan.

The oldest tax saving fund

Himanshu Srivastava, Senior Research Analyst, Morningstar Investment Advisers India, talks about Franklin India Tax Shield Fund.

What makes HDFC Top 100 stand out

Himanshu Srivastava, Senior Research Analyst, Morningstar Investment Advisers India, on how the new avatar of this fund impacts investors.

Growth is now a mid-cap fund

Himanshu Srivastava, Senior Research Analyst, Morningstar Investment Advisers India, on how the new fund manager Manish Gunwani is navigating this fund.

Significance of behavioral finance in a successful advisory practice

Erik Johnson, marketing optimization manager at Morningstar's Behavioral Insights Team, chats with Ravi Samalad about the importance of behavioral coaching for advisors while dealing with clients.

Regular features on Markets by Himanshu Srivastava

Himanshu Srivastava, Senior Research Analyst, Morningstar speaks to ET NOW about the FII flows in 2018

Favoring growth companies has helped Kotak Opportunities Fund

Kaustubh Belapurkar, Director - Manager Research, Morningstar Investment Adviser India, looks at Harsha Upadhyaya’s strategy which has helped Kotak Opportunities make a mark in the large cap category

Morningstar's Top Mutual Fund Recommendations for 2019

Kaustubh Belapurkar, Director of Manager Research at Morningstar Investment Advisers India chats with CNBC TV 18 on their show "Money Money Money".

Harness the Power of Mutual Funds

Himanshu Shrivastava, Senior Research Analyst at Morningstar Investment Advisers India, answers queries on mutual funds from viewers on CNBC.

A consistent performer

Kaustubh Belapurkar, Director - Manager Research, Morningstar Investment Adviser India, talks about fund manager Amandeep Chopra's strategy which has helped UTI Bond Fund deliver consistent track record.

Market positioning currently by Kaustubh Belapurkar

Kaustubh Belapurkar, Director - Manager Research, Morningstar Investment Adviser India, with ET Now discussing on Market Radar

Achieving life goals through mutual funds

Dhaval Kapadia, Director - Portfolio Specialist at Morningstar Investment Advisers India chats with CNBC Awaaz.

What are MFs buying?

Kaustubh Belapurkar, Director – Fund Research, Morningstar Investment Advisers India, chats with ET Now about the recent investment trends by mutual funds.

Which mutual fund scheme fits your portfolio?

Watch the full interview of Kaustubh Belapurkar, Director - Manager Research, Morningstar Investment Advisers India, with CNBC TV18 MF Corner, held on 6 Dec 2018

The best performing fund in large cap category

Nehal Meshram, Senior Research Analyst, Morningstar Investment Adviser India, looks at the investment strategy of Mirae Asset India Opportunities Fund which continues to deliver stellar track record.

Active investment strategy has helped Kotak Bond Fund

Nehal Meshram, Senior Research Analyst, Morningstar Investment Adviser India, says that Kotak Bond Fund is suited for investors with higher a risk appetite

This fund managed by Anoop Bhaskar makes a strong comeback

Himanshu Srivastava, Senior Research Analyst, Morningstar Investment Adviser India, on how IDFC Sterling Equity made a strong comeback in performance in 2018.

Credible investment option from ICICI MF stable

Nehal Meshram, Senior Research Analyst, Morningstar Investment Adviser India, says that ICICI Prudential Top 100 Fund is one of the best funds in the category managed by veteran fund manager Sankaran Naren.

Fund recategorization, what should investors do?

Kaustubh Belapurkar, Director - Manager Research, Morningstar Investment Adviser India, demystifies SEBI's move to recategorize funds. He recommends investors to stay put and act only based on their financial advisers' guidance after evaluating their portfolio.

HDFC Corporate Opportunities Fund is a consistent performer

Nehal Meshram, Senior Research Analyst, Morningstar Investment Adviser India, talks about fund manager Shobhit Mehrotra's strategy which makes HDFC Corporate Opportunities Fund a winner in the category.

Franklin India Prima Plus has benefitted investors immensely

Himanshu Srivastava, Senior Research Analyst, Morningstar Investment Adviser India, on what gives this fund an edge over peers.

HDFC Mid-Cap Opportunities follows buy and hold approach

Kaustubh Belapurkar, Director - Manager Research, Morningstar Investment Adviser India on what makes Chirag Setalvad's Mid-Cap Opportunities a consistent performer.

FT India Corporate Bond Opportunities Fund has a contrarian streak

Himanshu Srivastava, Senior Research Analyst, Morningstar Investment Adviser India, takes us through Santosh Kamath's strategy which aided the fund put up an impressive long-term performance

Have five-year investing horizon for DSPBR Small Cap Fund

Himanshu Srivastava, Senior Research Analyst, Morningstar Investment Adviser India on what helped DSPBR Small Cap Fund post stellar performance from 2014 to 2016.

What makes Birla Frontline Equity a great large cap fund

Kaustubh Belapurkar, Director - Manager Research, Morningstar Investment Adviser India, talks about how Aditya Birla Frontline Equity Fund has created a niche for itself in the large cap equity funds category.

BSL Medium Term Fund is managed extremely well

Kaustubh Belapurkar, Director - Manager Research, Morningstar Investment Adviser India, believes that Maneesh Dangi who manages Aditya Birla Sun Life Medium Term Fund is an astute fund manager both on credit and duration side.

Even long-term FIIs are moving out of India now

India focussed offshore funds which have not witnessed net outflows since November 2016, are witnessing net outflows over the last three months, says Himanshu Srivastava, senior analyst, Morningstar Advisers India. Talking to ET Now, Srivastava says FIIs are putting bets on IT, utility and consumer defensives.

Ashish Chauhan on BSE StAR MF's integration with Advisor Workstation

Ashish Chauhan, MD & CEO, Bombay Stock Exchange, chats with Morningstar's Ravi Samalad about how BSE StAR MF's integration will help mutual fund advisors scale up.

Mirae Asset India Opportunities is the best large cap fund

Neelesh Surana, CIO – Equities, Mirae Asset Mutual Fund, chats with Kaustubh Belapurkar, Director – Manager Research, Morningstar India, about his success mantra.

Winner of Best Fund House Award Overall 2018

A. Balasubramanian, CEO, Aditya Birla Capital - Aditya Birla Sun Life Mutual Fund chats with Kaustubh Belapurkar, Director - Manager Research at Morningstar India about his vision for the fund house. Winner of Best Fund House Award (Overall) 2018

LTCG dampens FII sentiment

Himanshu Srivastava, Senior Analyst – Manager Research, Morningstar Investment Adviser India, talks to ET Now about the FII flow trends post re-introduction of long term capital gains tax.

How to choose the right mid-cap fund

Picking a mid-cap fund is tough, given the divergent performance across funds and time periods. Director of fund research Kaustubh Belapurkar points to traits that make for a successful mid-cap manager and what investors should keep in mind.

Active Vs Passive Fund Debate

Kaustubh Belapurkar, Director Fund Research, Morningstar India with CNBCTV18 sharing his thoughts on the Active Vs Passive debate

How Morningstar arrives at the analyst ratings

Director of fund research Kaustubh Belapurkar gives a low-down on the qualitative ratings of Morningstar and how investors can use them when making investment decisions.

A true-blue dynamic bond fund

Senior Analyst Kavitha Krishnan points to a combination of factors as to why Birla Sun Life Dynamic Bond Fund stands out within its category.

Will India outperform other emerging market peers?

Daniel Needham, President & CIO, Morningstar Investment Management LLC shares his outlook on emerging markets on ET Now.

Sustainability/ESG Landscape in India

Sivananth Ramachandran, Manager, New Product Development for Morningstar Indexes talks about the relevance of sustainability based investing in India, along with the factors that drive it.

A flexi-cap fund worth investing in

Senior analyst Himanshu Srivastava on why Reliance Equity Opportunities Fund makes for a compelling long-term investment option and why it deserves a coveted ‘Silver’.

Our take on the oldest short-term bond fund

Senior analyst Kavitha Krishnan discusses various aspects of Birla Short Term Bond Fund and deep dives into the reasons for the assigned ‘Silver’ Rating.

Review of Morningstar India Sustainability Index

Sivananth Ramachandran, Manager, New Product Development for Morningstar Indexes talks about the methodology, portfolio composition of Morningstar India Sustainability Index, and the different ways it can be utilized by Indian investors.

A unique fund with a contrarian bent

The portfolio of Reliance Vision has qualitative bent with a focus on a few meaningful sectors. Senior analyst Kavitha Krishnan looks at this unique portfolio and discusses the strategy in detail.

SBI Magnum Midcap Fund bags a Bronze

Though fund analyst Kavitha Krishnan is impressed with the investment process and disciplined approach, she would like to see the processes remain stable over a longer period of time.

A debt fund for risk-averse investors

The short-term space on the fixed income side is overcrowded. Senior analyst Himanshu Srivastava highlights the traits that differentiate HDFC High Interest – Short-Term Plan from the crowd.

In Conversation with Sankaran Naren and Amandeep Chopra

ICICI Prudential AMC and UTI AMC have been winners at the Morningstar Fund Awards. Here the CIOs chat with Morningstar India's director of fund research.

Making money from mutual fund

Dhaval Kapadia, Portfolio Specialist Director at Morningstar Investment India discussing about Mutual funds and making money out of it at NDTV India Paisa Vasul.

FPIs make a comeback in January 2018

Himanshu Srivastava, Senior Analyst – Manager Research, Morningstar Investment Adviser India, talks to ET Now about why foreign investors are finding India attractive.

Momentum to continue in 2018 alike 2017

Kaustubh Belapurkar, Director, Manager Research, Morningstar Investment Advisors shares with ET Now momentum and flows in 2018. Discussing about the stock trends and says trend will continue in 2018.

Hottest sectors in 2017 and Expectations from 2018

Kaustubh Belapurkar, Director, Manager Research, Morningstar Investment Advisors shares with ET Now flows in 2017 and expectations from 2018.

Long term FII flows to be driven by fundamental growth

Himanshu Srivastava, Senior Analyst – Manager Research, Morningstar Investment Adviser India talks to ET Now about what will drive markets post the Gujarat elections.

What funds bought and sold in January?

Kaustubh Belapurkar, Director, Manager Research, Morningstar Investment Advisors chats with ET Now on the top picks of fund managers in January.

FII's influence reducing on our markets

Himanshu Srivastava, Senior Research Analyst – Manager Research, Morningstar Investment Adviser India, attributed it to some of the positive developments in recent times. Money continued to flow into India-Focussed Offshore Funds, which are considered as long-term in nature than India-Focussed Offshore ETF, which are short term in nature. Even during the months when the overall FII flow was negative, its subset of India-Focussed Offshore Funds continued to receive net inflows.

Returns of the past decade globally are unlikely to be repeated

Kunal Kapoor, CEO, Morningstar in conversation with ET Now.

Why Morningstar Investment Conference stands out from the rest

Aditya Agarwal, MD, Morningstar India takes us through the key highlights of Morningstar Investment Conference 2017.

Morningstar Investment Conference 2017 show at a glance

Morningstar Investment Conference 2017 overview. Power packed 2-day event brings the best in the financial services industry under one roof.

Large caps finding favor with fund managers

Kaustubh Belapurkar, Director – Manager Research, Morningstar Investment Adviser India, chats with ET Now about where fund managers are finding value in the current market scenario.

The Mutual Fund Show With Kaustubh Belapurkar

Kaustubh Belapurkar, Director, Fund Research, Morningstar Investment Adviser India, discussing the ELSS schemes on The Mutual Fund Show, Bloomberg Quint.

Buying behaviour of the funds during the month of March

In an interview with ET Now, Kaustubh Belapurkar, Director Fund Research, Morningstar delves into the buying behaviour of the funds during the month of March. There has been a lot of redemption in a fair number of funds and that is typically due to a couple of factors, one being LTCG.

Morningstar's Himanshu Srivastava on why DII and FII flows are dwindling

Talking to ET Now, Himanshu Srivastava, Morningstar Advisers, says the FIIs will be more cautious and we can expect around $1.8- 1.9 billion net inflows in the coming months.

What to do when your fund's investment mandate changes

Kaustubh Belapurkar, Director, Manager Research, Morningstar Investment Advisers, recommends investors to tweak their portfolio only if their risk appetite differs from the fund’s new mandate.

What are funds buying?

Kaustubh Belapurkar, Director, Morningstar Investment Adviser, talks to ET Now about the sectors mutual fund managers are betting on currently.

A conservatively run credit fund

Himanshu Srivastava, Senior Research Analyst, Morningstar Investment Adviser India, says that a conservative strategy has worked well for HDFC Regular Savings Fund.

ICICI Prudential Short Term Fund is a stable fund

Nehal Meshram, Senior Research Analyst, Morningstar Investment Adviser India, says that this fund is suited for investors looking at stable returns with a short-term investing horizon.

Kotak Medium Term Fund

Fund invests in slightly high-yielding bonds with a focus on high quality makes an ideal choice for moderate risk takers.

Video Center

Equity Fund Portfolio Construction

Video Archives

STOCKS

MUTUAL FUNDS

INSURANCE FUNDS