HDFC Developed World Indexes FOF
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Bhavana Acharya

NFO Review: HDFC Developed World Indexes FOF

This is the HDFC Developed World Indexes FOF, a fund that aims to track the MSCI World index. What’s this index, how does the fund plan to track it, and does it fit a portfolio? Let’s dig in.

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Mirae Asset S&P 500 Top 50 ETF and FOF
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Bhavana Acharya

NFO Review: Mirae Asset S&P 500 Top 50 ETF and FOF

Mirae Asset S&P 500 Top 50 ETF and FOF is a new NFO to hit the market, as part of this passive pipeline that will invest in the ETF. Does this index make for a good portfolio addition?

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balanced advantage funds for SWPs
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Bhavana Acharya

Should you use balanced advantage funds for SWPs?

Balanced Advantage Funds for SWPs – Last week saw the NFO of SBI Balanced Advantage Fund close – and collect a whopping Rs 14,500 crore. That puts it in third place, in terms of size, in the balanced advantage/dynamic asset allocation category. A lot of the attraction here for investors, seeded by the distributors and the fund itself, centered around the scheme’s ability to offer monthly income.

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MF Review Tool, FAQ on MF Review Tool
Mutual funds & ETFs
Bhavana Acharya

Prime Q&A : Your questions on the MF Review Tool

Our MF Review Tool is among the most oft-used products on our platform. In this tool, we give you buy/sell/hold calls on funds, along with a reasoning for the call. Where we give sell calls, we also direct you to the section in Prime Funds that’s the closest comparable to the ‘sell’ fund. Now, all this is fairly straightforward.

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systematic transfer plan, STP
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Bhavana Acharya

Systematic transfer plan (STP) – how to use it right!

When you have a large sum to invest in, you have been told, it is best to systematically transfer it using what is called the Systematic Transfer plan (STP). This does exactly what an SIP does, except that the money to be invested, in this case, does not lie in your savings bank account. It lies in a fund. Also, unlike a SIP, where you typically invest from your monthly savings, in STP you simply deploy the lumpsum that you already hold. So far, so good. But for how long should you run this STP? Which funds do you go for? And should you always use an STP when you have a lumpsum?

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Devyani International IPO, Devyani IPO, IPO, Devyani
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Bhavana Acharya

IPO Review: Devyani International – Invest or Avoid?

On the heels of Zomato, Burger King, and Mrs Bectors comes the Devyani International IPO. This company runs the KFC and Pizza Hut chains across the country. It has other restaurant chains too, but the bulk of its revenues come from these two. Devyani International is aiming to raise approximately Rs 1,838 crore through its IPO.

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zomato ipo, ipo review, zomato
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Bhavana Acharya

IPO Review : Zomato IPO – Invest or avoid?

If there’s talk in the stock markets today, it’s devoted to the upcoming Zomato IPO, which aims to mop up Rs 9,375 crore. Unlike the crop of recent private equity investor backed companies doing IPOs, this isn’t primarily an offer for sale. Zomato gets a whopping Rs 9,000 crore to deploy into its business mainly through a fresh issue of shares. Only one investor, Info Edge, will offload a Rs 375 crore stake. At the upper end of the price band of Rs 72-76, the post-offer market cap of listed Zomato will be around Rs 60,000 crore.

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how to use ratios and other metrics
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Bhavana Acharya

Understanding mutual fund performance – how to use ratios and other metrics

Rolling returns forms the base for several other ratios and metrics that are used frequently in understanding a fund’s performance. You know them – we talk about it when we write on funds, you see them in fund details pages. We are, of course, referring to the Sharpe ratio, alpha, beta, standard deviation and the like.

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kims ipo, kims hospitals, ipo
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Bhavana Acharya

IPO review – KIMS Hospitals

KIMS Hospitals or Krishna Institute of Medical Sciences Hospital is a multi-speciality hospital chain with 9 centres, focused on the Andhra Pradesh-Telangana region. The KIMS Hospital IPO seeks to raise a sizeable Rs 2,143 crore (at the upper end of its price band of Rs 815-825). Of this, Rs 1943 crore is an offer for sale from PE investor General Atlantic, the promoters, and 44 other shareholders. The remaining will be used to pay off the already low borrowings and for general corporate purposes. Does the KIMS Hospital IPO make for a good long-term bet?

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Mutual funds & ETFs
Bhavana Acharya

Prime Recommendation: 2 floating rate debt funds for medium time frames

With interest rates being where they are – i.e., stable with no clear signs of a move upwards or downwards – you would wonder where you could hold investments meant for a 2-3 year timeframe. And many of you also wonder if the best option you have is to go for floating rate debt funds as they would have an edge over other debt fund categories.

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Mutual funds & ETFs
Bhavana Acharya

When is it fine to make lumpsum investments?

If there’s one thing all mutual fund investors are clear about, it’s that SIPs are a great thing. Every time you have money to invest, it is not a given that you use SIPs (or STPs). There are times when it’s perfectly fine to be making lumpsum investments.

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