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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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Bhavana Acharya February 17, 2022 6 Comments
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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Bhavana Acharya January 18, 2022 11 Comments
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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Bhavana Acharya December 14, 2021 2 Comments
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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Bhavana Acharya November 18, 2021 14 Comments
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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Bhavana Acharya November 7, 2021 10 Comments
Mutual funds & ETFs
Bhavana Acharya

Prime Recommendation: A fund to move with the market

With the Sensex hurtling past the 60,000-mark and showing few signs of slowing down, you may be getting increasingly jittery about stock markets. If you’re wondering where in this market to invest and how to move with the market, then we have an option.

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Bhavana Acharya October 19, 2021 8 Comments
sector funds
Categories
Bhavana Acharya

How you should use sector funds

It’s fairly obvious that sector funds and thematic funds can offer a good avenue to boost returns. Another plus is that these funds give you some control over which sector to hold, based on where you think opportunities are – unlike other equity funds where sector allocations are based on fund manager views.

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Bhavana Acharya October 12, 2021 10 Comments
HDFC Developed World Indexes FOF
Categories
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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Bhavana Acharya September 19, 2021 8 Comments

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