If the recent events in the debt space brought to light the liquidity risk arising from lower rated papers, you probably haven’t seen the unfolding of various kinds of risk since September 2018. In 2013, when duration became a risk on the back of rate hikes, money flowed copiously to credit risk over the next 5 years. Now, the cycle has turned. Money is moving to duration from credit risk.
Debt lessons that you may not have learnt yet Read More »
The Securities Exchange Bord of India (SEBI) recently came up with a circular that requires AMCs to list schemes that are being wound up. This means the six Franklin India debt funds that are in the process of being closed down can now be listed in the stock exchanges. What does this listing provision mean
Should you demat and sell your Franklin India debt funds in the market? Read More »
Active funds or index funds is a call that continues to remain elusive in the Indian context. While that debate goes on, there is another emerging class of funds – not too active not fully passive. They are quant funds.
Prime Review: DSP Quant fund Read More »
A few days ago, we conducted a survey among our (paid) subscribers. We got a fantastic response for it from our audience. Typically, for such surveys, a response of 5-10% is considered good. We got a whopping 25%+ response rate. That in itself shows how engaged and committed our customers are. Thanks to everyone who gave their opinion!
What you like about PrimeInvestor and what you would like to see next – Survey results Read More »
Franklin India came out with a communication dt. May 14, 2020 to its investors, on its 6 debt schemes to be wound up. The communication, after apologizing to investors, had the following key points.
Franklin funds – status and next steps to getting your money back Read More »
With the Finance Minister’s 5th economic package announcement being released even as we write this, the break-up for the Rs 20.97 lakh crore package is out. There can be many chapters to write about each of these packages and what they seek to achieve.
Covid package: what’s in it for your investments? Read More »
With interest rates on debt options falling steeply in the past year, retirees, pensioners and those seeking to supplement their income with fixed deposit schemes have seen a sharp dip in their cash flows. In this context, it is good to see India’s largest bank – State Bank of India (SBI) – coming up with a special deposit scheme for senior citizens while revising its fixed deposit rates recently.
Prime Review: Should seniors invest in the SBI WeCare deposit? Read More »
When PhonePe announced last week that they were expanding their mutual funds offering on their app by offering so-called ‘Super Funds’, I was actually quite excited. I was an early adopter of the UPI app, and till date, it is my primary app for money transfers. They probably have the cleanest UX among all UPI apps and I was keenly watching their entry into MF services.
PhonePe’s Super Funds – Not so super! Read More »
A recent query we received from a customer concerned Aditya Birla Sun Life Frontline Equity. Our MF Review tool throws up a sell on this fund. The questions raised were: Why, since it was a fund that had been delivering returns and was considered among the best funds and was highly rated.
Why we’re avoiding some of the iconic large-cap funds Read More »
Over the course of the last 2 weeks, following the Franklin debt funds’ fallout, many of you (our subscribers) have written to us seeking answers to a number of questions on the debt funds you hold.
Evaluating debt funds – It’s not just about credit risk Read More »
For a long-term investor, is an ETF a better or poorer option compared to index funds? Which is more expensive in the long term? Can one replace your recommendations of index funds (or FoF, like Motilal Oswal Nasdaq 100 FoF) with the corresponding ETF? It’s a little confusing because your Prime Funds and some of your portfolios recommend ICICI Prudential Nifty Next 50 Index fund, but ICICI Prudential Nifty Next 50 ETF is not recommended in Prime ETFs or portfolios. Shouldn’t the performance be same? And what is the impact of tracking error on investor returns?
Prime Q&A: Should you invest in an ETF or an index fund? Read More »
After the Franklin Templeton debacle, CEOs of asset management companies have been out in big numbers across media to reassure investors that this was an isolated case and that there’s no crisis for the debt fund industry itself.
Prime Views: Five things they don’t tell you about credit risk funds Read More »
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