2020

2020 – How our Prime Funds performed

PrimeInvestor Research Team / Mutual funds & ETFs, Premium / December 27, 2020

For us here, at PrimeInvestor, it’s time to evaluate ourselves and see how we did and how our recommendations fared. And the primary yardstick we use to do so is to see how our Prime Funds performed, with respect to benchmarks and category averages.
In the stock market, even as the year closed out with gains, it is better classified as an abnormal year driven by liquidity. Such markets can be deceptive. It is best not to draw long-term lessons from this year! In the debt market, we saw policy rates crash below earlier floors. Returns soared for some categories, other funds fell to credit risks.

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Should you hold or exit HDFC Housing Opportunities Fund?

Vidya Bala / Mutual funds & ETFs, Commentary, Premium / December 22, 2020

HDFC Housing Opportunities Fund, a closed ended thematic fund, launched in December 2017. It sought to invest in housing and all other allied sectors including financing as the sectors looked attractive then. The fund has a mandate to invest at least 80% in its primary theme and up to 20% outside its stated theme.

Should you hold or exit HDFC Housing Opportunities Fund? Read More »

Technical Outlook: Which sectors will outperform?

B Krishnakumar / Stocks, Markets, Premium / December 20, 2020

As the Nifty scales new highs, there are specific sectors that are outperforming the index. In a rally such as the present one, if you have a positive outlook on the broad markets, it makes sense to focus on these sectors than look for contrary picks.

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How to build your own MF portfolio from our ready-to-use portfolios

Vidya Bala / Mutual funds & ETFs, General / December 17, 2020

Many of you wish to build your MF portfolio by modifying our ready-to-use portfolios. Here’s a guide to doing this yourself without impacting the portfolio’s risk profile.

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Mrs. Bectors Food Specialties IPO – Should you invest?

Bhavana Acharya / Stocks, Premium / December 15, 2020

The Mrs Bectors IPO, open now and closing on December 17th, has a price band of Rs 286-288, and seeks to raise up to Rs 540.54 crore. With broad-based revenues and strong regional brands, should you go for this IPO?

Mrs. Bectors Food Specialties IPO – Should you invest? Read More »

Prime Review: Kotak International REIT FOF NFO – Should you invest?

Vidya Bala / Mutual funds & ETFs, Premium / December 6, 2020

Kotak International REIT FOF NFO is set to open. Should you subscribe? Vidya Bala looks at the REIT space and answers key questions.

Prime Review: Kotak International REIT FOF NFO – Should you invest? Read More »

Franklin India case – what you should do now

PrimeInvestor Research Team / Mutual funds & ETFs / December 5, 2020

In line with the judgement delivered by the Karnataka High Court, the Supreme Court has directed the Franklin India AMC to seek unitholders’ approval to wind up the schemes. The future of the schemes in the Franklin India case depends on the vote. So what is the vote about, and how should you vote?

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Is it time to buy gold?

Aarati Krishnan / Gold, Premium / December 3, 2020

Is it time to buy gold? Does the recent correction in gold prices provide an opportunity to accumulate? Aarati Krishnan analyses.

Is it time to buy gold? Read More »

Burger King India IPO – Should you subscribe?

Bhavana Acharya / Stocks, Premium / November 30, 2020

Burger King, ‘Home of the Whopper’, needs little introduction. , Burger King India holds the exclusive pan-India right to open and operate outlets under the global Burger King brand. The company is part of the growing quick service restaurant (QSR) industry in India. And despite being a relatively new entrant to this space – the

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Prime Recommendation: A low-risk debt fund for any time frame

Vidya Bala / Mutual funds & ETFs, General, Recommendations / November 26, 2020

Can a low-risk debt fund with an average duration of around just 1.2 years deliver an average 3-year return (rolling 3 year returns since inception in March 2009) of 8.7%? And what if the worst ever 3-year returns of this fund was 7%? This is not the performance of a high-quality accrual fund or a

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Prime Data Crunch: Can companies sustain Covid-era profitability?

Bhavana Acharya / Stocks, General, Premium / November 24, 2020

A 7% decline in revenue but a 17% jump in profits is not an earnings scenario that you see often. We are talking of the September quarter numbers over a year ago for a universe of 1,122 companies. But then, abnormal times throw up abnormal results. How did India Inc achieve these profitability numbers and are they here to stay?

Prime Data Crunch: Can companies sustain Covid-era profitability? Read More »

PSU stocks: Value or Value traps?

R Balakrishnan / Stocks, Premium / November 22, 2020

There are more than sixty Public Sector Undertakings (PSUs), seventeen Public Sector Banks (PSBs) and around a dozen State owned undertakings, that are listed on the exchanges. A couple of days ago, some mutual fund managers raised a desperate shout to the government about the ‘non-performance’ of the shares in these undertakings.

PSU stocks: Value or Value traps? Read More »