Founding partner & Head – MFs and equities
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.
Stay in touch
Bhavana in the media
Watch Bhavana talk about her financial journey
Bhavana's recent articles
When you have too much of your portfolio invested in fund(s) of a single AMC, you’re concentrated towards an AMC. So you might think. But it’s not that cut-and-dried. AMC concentration risk comes in only when the funds are of a similar type or when you have too much of your portfolio in a single fund.
If you are a long-term investor, adding mid-cap funds to your portfolio will drive overall returns. And in such mid-cap exposure, many of you could simply want funds that can deliver returns that are at least better than the mid-cap index and not collapse during market declines.
We don’t think that going by ratings to decide that a fund is a buy or a sell is the right approach – even while we have our own mutual fund ratings system Prime Ratings. In this article, we explain why.
The balanced advantage funds /dynamic asset allocation funds (BA/DAA) category was created after SEBI’s new categorisation rules. According to the rules these funds need to
This is the question we’ve received from many of you. The straight answer to this is: gilt yields rose sharply in the past 1 month causing a drop in prices.