Bhavana Acharya

Founding partner & Head – MFs and equities

About Bhavana

Bhavana was Deputy head of research at FundsIndia and was instrumental in converting many of the research outputs to products on the platform. She is a management graduate in finance with over 11 years of experience. 4 years were at FundsIndia, 7 years with The Hindu Business Line as research analyst.

Bhavana is an expert at analyzing stocks, sectors, and funds and creating portfolio products for investors. She is adept at providing structure and process to any research work and ensures a transparent and clear methodology to analysing products in an unbiased manner.

Bhavana’s ability to simplify complex analysis into simple, well-written, actionable commentaries has won the praise of many investors.

Bhavana is a management graduate from BIM.

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Bhavana's recent articles

Mutual funds & ETFs
Bhavana Acharya

Prime Recommendation: A fund to move with the market

With the Sensex hurtling past the 60,000-mark and showing few signs of slowing down, you may be getting increasingly jittery about stock markets. If you’re wondering where in this market to invest and how to move with the market, then we have an option.

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sector funds
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Bhavana Acharya

How you should use sector funds

It’s fairly obvious that sector funds and thematic funds can offer a good avenue to boost returns. Another plus is that these funds give you some control over which sector to hold, based on where you think opportunities are – unlike other equity funds where sector allocations are based on fund manager views.

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HDFC Developed World Indexes FOF
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Bhavana Acharya

NFO Review: HDFC Developed World Indexes FOF

This is the HDFC Developed World Indexes FOF, a fund that aims to track the MSCI World index. What’s this index, how does the fund plan to track it, and does it fit a portfolio? Let’s dig in.

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Mirae Asset S&P 500 Top 50 ETF and FOF
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Bhavana Acharya

NFO Review: Mirae Asset S&P 500 Top 50 ETF and FOF

Mirae Asset S&P 500 Top 50 ETF and FOF is a new NFO to hit the market, as part of this passive pipeline that will invest in the ETF. Does this index make for a good portfolio addition?

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balanced advantage funds for SWPs
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Bhavana Acharya

Should you use balanced advantage funds for SWPs?

Balanced Advantage Funds for SWPs – Last week saw the NFO of SBI Balanced Advantage Fund close – and collect a whopping Rs 14,500 crore. That puts it in third place, in terms of size, in the balanced advantage/dynamic asset allocation category. A lot of the attraction here for investors, seeded by the distributors and the fund itself, centered around the scheme’s ability to offer monthly income.

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