PrimeInvestor - Articles and Reports

Ratingย 
Mutual funds & ETFs
Bhavana Acharya

PrimeInvestor ratings โ€“ how we rate funds and why weโ€™re different

Fund ratings, at a glance, tell you a little about the history of a fund. For many of you itโ€™s a quick reference on whether a fund is a good one or not. PrimeRatings is a mutual fund rating system. But itโ€™s not simply yet another fund rating tagging on to the list of ratings that are already available. Hereโ€™s a look into our ratings process and how weโ€™re different.

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Declining performanceย 
Commentary
Bhavana Acharya

Large-cap funds are losing the appeal

Performance data is clearly showing a declining trend for large-cap funds. Further, data and index behaviour shows that large-cap equity funds will continue to struggle to beat their benchmark convincingly. Selectively picking large-cap stocks directly or a passive strategy of holding large-cap index funds may become necessary

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