hybrid funds in your portfolio
Mutual funds & ETFs
Bhavana Acharya

Prime Funds: Using hybrid funds in your portfolio (Part 3)

Hybrid funds don’t really suffer from the overlapping drawbacks we pointed out in our explanation on Prime Funds’ equity and debt recommendations. However, we still use our basic logic when it comes to portfolio building – given an investment purpose, which fund will fit that need?

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Prime Funds, build your portfolio
Mutual funds & ETFs
Bhavana Acharya

Prime Funds: Use them to build your portfolio right (Part 2)

This is the second to our two-part explanation on how we construct Prime Funds and how to use these fund recommendations to decide allocations. In the first part, we had covered equity funds in depth. In this Part 2, we will cover the debt fund recommendations in Prime Funds.

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Prime Funds: How to build a portfolio with the right allocations
Strategies
Bhavana Acharya

Prime Funds: How to build a portfolio with the right allocations (Part 1)

In this two-part series, we’ll explain how to build a portfolio with the right allocations. We also discuss how we categorise funds in Prime Funds and how to use each category in your portfolio. In this first part, we will cover equity funds. In the next, we will take up hybrid and debt funds.

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update on Parag Parikh Flexi Cap and investing internationally
Commentary
Bhavana Acharya

An update on Parag Parikh Flexi Cap and investing internationally

In January, mutual funds investing overseas came up to a roadblock. As we had explained at the time on these curbs on international funds, Reserve Bank rules limit the amount mutual funds as a whole can invest in foreign securities. The cap stands at $7 billion for all foreign securities other than ETFs and $1 billion for ETFs. That $7 billion mark was close to being breached. And so, SEBI directed international funds to close off fresh subscriptions until a new limit could be worked out with the RBI. Please read our earlier article on this subject to understand the background.

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Passive FoFs
Mutual funds & ETFs
Bhavana Acharya

Passive FoFs: can they be part of your portfolio?

In the plethora of mutual fund categories there are, one that appears to be slowly gathering pace are the fund-of-funds (FoFs).  On the face of it, FoFs are nothing but funds that invest in other funds. But that simple definition belies the complexity of the funds in that category. Under the giant umbrella that is …

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Conservative hybrid vs equity savings & balanced advantage
Strategies
Bhavana Acharya

Conservative hybrid vs equity savings & balanced advantage – which is the best?

Conservative hybrid vs equity savings & balanced advantage :
Hybrid funds are interesting options – they neither work entirely like equity, nor entirely like debt. And when you add derivatives into the mix, the lines get even more blurred. Conservative hybrid funds have long been used by investors who are looking for debt-plus returns by adding a dash of equity without taking on too much equity risk. But the advent of equity savings and balanced advantage funds has chipped away at the higher-return-for-low-risk bastion that conservative hybrid funds had. 

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credit risk fund, best mutual fund, Prime Funds
Categories
Bhavana Acharya

Prime recommendation: A credit risk fund to tap better returns

Up until recently, we tended to avoid funds with any level of credit risk let alone pure credit risk funds. The domino effect of the 2018 IL&FS saga on other issuers, funds themselves trying to clean up their portfolios, the risk that the lockdowns imposed on corporate credit quality and the like kept us wary of entering the space.

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when you should invest in NFOs
Mutual funds & ETFs
Bhavana Acharya

How and when you should invest in NFOs

How and when you should invest in NFOs

What’s different in this year’s NFO is the nature of the funds/ETFs up for grabs, many of which appear to make great diversifiers. We’ve covered a good many of these over the course of this year.

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Motilal Oswal MSCI EAFE Top 100 Select Index Fund
Categories
Bhavana Acharya

NFO Review: Motilal Oswal MSCI EAFE Top 100 Select Index Fund

This is the Motilal Oswal MSCI EAFE Top 100 Select Index Fund (yes, one long fund name!), a passive fund that will track the MSCI EAFE Top 100 Select Index. This index represents the largest stocks in developed markets in Europe, Australasia and the Far East. That means the US, the key global market, is not part of this index. 

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One 97 Communications (Paytm)
Categories
Bhavana Acharya

IPO Review : One 97 Communications (Paytm)

Rs 18,300 crore. This monumental sum is what One 97 Communications Limited, which owns the Paytm platform, aims to mop up in the largest-ever IPO in our markets. To put it in perspective, it is almost twice the size of the largest IPO this year (Zomato at Rs 9375 cr), and as much as the 3 IPOs that we covered recently (Nykaa, FinoBank and PolicyBazaar) combined.

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