September 2020

Should you subscribe to the UTI AMC IPO?

Aarati Krishnan / Stocks, Premium / September 28, 2020

The Initial Public Offer (IPO) of UTI AMC is hitting the markets today and will close on October 1. This offer of 3.89 crore shares to the public is made up entirely of sale of shares by UTI’s key shareholders – SBI, LIC and Bank of Baroda. In addition, T Rowe Price International Ltd, a long-standing global investor in UTI and PNB a sponsor, are also selling a small part of their holdings. UTI AMC will not receive any capital infusion from these divestments.

Should you subscribe to the UTI AMC IPO? Read More »

CAMS IPO: Should you invest or avoid?

Vidya Bala / Stocks, Markets, Premium / September 20, 2020

Computer Age management Services Limited (CAMS) is the leader in the two-player MF Registrar and transfer agent (RTA) industry, with a 70% market share. It services 16 of the 41 AMCs and 4 out of the top 5 AMCs that account for a lion’s share of Indian mutual fund assets.

CAMS IPO: Should you invest or avoid? Read More »

Prime Recommendation: A midcap fund for any long-term portfolio

Bhavana Acharya / Mutual funds & ETFs, Premium, Recommendations / September 17, 2020

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.

Prime Recommendation: A midcap fund for any long-term portfolio Read More »

Nifty 50 PE Chart – A heatmap to track market valuations

PrimeInvestor Desk / Stocks / September 16, 2020

We often draw references to the Nifty 50 PE in our research reports and articles. You may also want to track the Nifty 50 PE and see where it stands now in relation to earlier levels. Nifty 50 PE Chart To give you this information in one place, we have compiled a monthly PE ratio

Nifty 50 PE Chart – A heatmap to track market valuations Read More »

SEBI’s regulations on multicap funds: the power of compounding errors!

Vidya Bala / Mutual funds & ETFs / September 14, 2020

SEBI has a new ruling on multi-cap funds and it has the mutual fund world in a tizzy. Are the new regulations in investors’ interests? Vidya Bala analyses.

SEBI’s regulations on multicap funds: the power of compounding errors! Read More »

How to (and not to) play the small cap opportunity

Aarati Krishnan / Markets, Mutual funds & ETFs, Premium / September 13, 2020

SEBI’s new circular dictating a minimum mid-cap and small-cap stock allocation has left investors in multicap funds scratching their heads. But there’s another set of investors who are thrilled with this move. These are the folks who are already invested in smallcap stocks in their direct equity portfolios or owning smallcap equity funds.

How to (and not to) play the small cap opportunity Read More »

SEBI’s new rule on market-caps in multi-cap funds – what it means for you

PrimeInvestor Research Team / Mutual funds & ETFs, General, Premium / September 12, 2020

As per this new SEBI multicap rule, a multi-cap fund should allocate 25% each at the minimum to smallcap, midcap and largecap stocks. This is a sea change from the current scenario where multicap funds could have any allocation they wished to, based on their outlook on the market.

SEBI’s new rule on market-caps in multi-cap funds – what it means for you Read More »

Equity mutual fund net outflows approach 2013 levels

PrimeInvestor Desk / General / September 9, 2020

At Rs 4,000 crore, the equity mutual fund outflows is not only higher than the previous month but also more than the October 2013 outflow of Rs 3,225 crore.

Equity mutual fund net outflows approach 2013 levels Read More »

The rise and fall of HDFC Top 100

Vidya Bala / Mutual funds & ETFs, Premium / September 3, 2020

HDFC Top 100 was the largest fund in its category for a long time (and is still among the top 5 in its category in AUM). It has shown great mettle in its comeback stories time and again.
Today, for us, it serves a different purpose. HDFC Top 100 is a great candidate for a serious case study on the changing performance of mutual funds in India and what it means to you.

The rise and fall of HDFC Top 100 Read More »

Gilt fund returns are falling. Why, and what should you do?

Bhavana Acharya / Mutual funds & ETFs, General / September 1, 2020

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.

Gilt fund returns are falling. Why, and what should you do? Read More »

Should you subscribe to the UTI AMC IPO?

CAMS IPO: Should you invest or avoid?

Prime Recommendation: A midcap fund for any long-term portfolio

Nifty 50 PE Chart – A heatmap to track market valuations

SEBI’s regulations on multicap funds: the power of compounding errors!

How to (and not to) play the small cap opportunity

SEBI’s new rule on market-caps in multi-cap funds – what it means for you

Equity mutual fund net outflows approach 2013 levels

The rise and fall of HDFC Top 100

Gilt fund returns are falling. Why, and what should you do?

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