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PrimeInvestor - Articles and Reports

NFO Review - HDFC Defence Fund
Mutual funds & ETFs
Bhavana Acharya

NFO Review: HDFC Defence Fund

If thereโ€™s one NFO thatโ€™s trying to be a hop out of the regular, it is the HDFC Defence Fund. And with good reason โ€“ the defence space has been garnering increasing attention in stock markets with defence plays rallying. This open-ended thematic fund opens for subscription today.

HDFC Defence will be the only fund on the defence theme, making it differentiated from other sector offerings. Thereโ€™s also no denying the scope in the defence sector, especially after key changes in defence capex spending which focuses on indigenous procurement. So, can this NFO make a good portfolio addition?

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Prime Fund Recommendation: A multi-asset fund for long-term portfolios
Mutual funds & ETFs
Bhavana Acharya

Prime Fund Recommendation: A multi-asset fund for long-term portfolios

Multi-asset allocation funds as a category are not easy to use. With funds in the category having the freedom to swing drastically between asset classes, the aspects to consider range from how asset allocation calls are taken, how much the allocation changes, whether this translates into returns, and finally what the taxation is going to be.

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Debt funds for double indexation and high returns
Mutual funds & ETFs
Bhavana Acharya

Debt funds for double indexation and high returns

If there is one thing that has dominated the new fund offer space, and your collective interest, it is target maturity funds. Over the past year, the debt market has dealt with a swift rise in interest rates and we have issued multiple strategies to alert you on opportunities that presented themselves.

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Build your own portfolio with PrimeInvestorโ€™s super tool
General
Bhavana Acharya

Build your own portfolio with PrimeInvestorโ€™s super tool

PrimeInvestorโ€™s super new tool, Build your own portfolioย is a simple and powerful solution for your need to customise your portfolio the way you wish to, but without choosing the wrong funds nor going wrong on allocation! It guides you into designing a portfolio for yourself using Prime Funds, based on your inputs. Hereโ€™s more.

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FAQs: What does the recent rate hike mean for your debt funds?
Mutual funds & ETFs
Bhavana Acharya

FAQs: What does the recent rate hike mean for your debt funds?

We bet you must be tired of hearing about rate hikes and debt funds and strategies! But if your queries, comments and activity on our newly-launched PrimeInvestor Community are any indications, there are still several questions many of you have over your funds.

So, hereโ€™s collecting them all and explaining what you should be doing with your debt funds and if you need to do anything different in light of the latest round of rate hikes.

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Debt fund strategies for the current rate scenario
Strategies
Bhavana Acharya

Debt fund strategies for the current rate scenario

The Reserve Bankโ€™s monetary policy on Wednesday served up another repo rate hike of 35 basis points, adding to the 190 basis points through this year. That takes the repo rate to 6.25% from the Covid low of 4%. The key driving factor behind the rapid rate hikes โ€“ that of inflation โ€“ still remains. The RBI has clearly spelt its commitment to bringing inflation within the target range, even in its latest monetary policy.
In this light, debt fund strategies you have now, to make the most of the current scenario, can be decided based on what you want:

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Use this passive fund for your large-and-midcap exposure
Recommendations
Bhavana Acharya

Use this passive fund for your large-and-midcap exposure

A few weeks ago, we had written in detail the categories in which we think passive funds have become a necessity to keep your portfolio returns stable; even if you hold active funds. We made this call as performance of active funds were becoming relatively more inconsistent, in a few key categories.

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Is it time to add passive funds to your portfolio?
Strategies
Bhavana Acharya

Is it time to add passive funds to your portfolio?

In any portfolio that features equity funds, the long-running debate is whether one should go for active or passive funds. We, on the other hand, have held that a portfolio can well feature both active and passive funds using each where it does best. Of late, we have also been of the opinion that there are some categories where you should have passive funds if you are to keep returns up โ€“ even if you hold outperforming active funds.

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How to identify mutual fund overlap in your portfolio
Strategies
Bhavana Acharya

How to identify mutual fund overlap in your portfolio

A few weeks ago, weโ€™d launched a new tool on our platform โ€“ the mutual fund overlap tool. This tool shows you how much two funds or three funds have in common between them. But how exactly should you use this overlap information? When is overlap high? What should you do if your funds share a high overlap? Or why is overlap even important?

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