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.
Stay in touch
Bhavana in the media
- Why the carnage in mid and small cap stocks hit hybrid funds – Money Control
- Mutual funds bet on mid-caps cautiously – Economic Times
- Not so rewarding Credit card rewards – The Hindu Business Line
- Portfolio diversification – why and how – FundsIndia
- The lowdown on sector funds – FundsIndia
- It’s consumers to the rescue! – The Hindu Business Line
Watch Bhavana talk about her financial journey
Bhavana's recent articles
Should you worry about AMC concentration in your portfolio?
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.
Prime Recommendation: A midcap fund for any long-term portfolio
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.
Why mutual fund ratings are not recommendations to buy or sell funds
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.
What you should know about balanced advantage funds
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
Gilt fund returns are falling. Why, and what should you do?
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.
Should you run an SIP in debt funds?
SIPs have become a byword in mutual fund investing. The touted benefits are many, from avoiding market timing errors to averaging costs lower to investing small amounts. Does an SIP in debt funds also tick all these boxes?
