PrimeInvestor - Articles and Reports

balanced advantage funds for SWPs
Categories
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 schemeโ€™s ability to offer monthly income.

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

FAQs 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 thatโ€™s the closest comparable to the โ€˜sellโ€™ fund. Now, all this is fairly straightforward.

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systematic transfer plan, STP
Mutual funds & ETFs
Bhavana Acharya

Systematic transfer plan (STP) โ€“ 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
Categories
Bhavana Acharya

IPO Review: Devyani International โ€“ 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
Categories
Bhavana Acharya

IPO Review : Zomato IPO โ€“ Invest or avoid?

If thereโ€™s talk in the stock markets today, itโ€™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 isnโ€™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
Categories
Bhavana Acharya

Understanding mutual fund performance โ€“ 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 fundโ€™s performance. You know them โ€“ 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
Categories
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 โ€“ i.e., stable with no clear signs of a move upwards or downwards โ€“ 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

Prime Recommendation: Mid-cap returns with would-be bluechips

Thereโ€™s another index that gives mid and small-cap funds a good run for their money while housing far bigger names. This is a high return index if highly volatile one, and can be used in long-term portfolios to give returns a boost.

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Stocks
Bhavana Acharya

Stock recommendation: A dividend play on consumer demand recovery

Stocks and sectors that are likely to take an immediate hit to revenue and profits have slipped more than others. But many among these have medium to long-term growth drivers in place, and are strong enough to weather near-term impact to profitability.

Premium article available only to subscribers.

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debt funds
Mutual funds & ETFs
Bhavana Acharya

Which debt funds to hold now and other questions, answered

Debt funds are back to worrying many of you. Returns are dipping, thereโ€™s a lot of talk on yield movements both at home and in the US, thereโ€™s the question of where rates will head now. Over the course of the past several weeks, we have fielded several questions from you on what this means and what you should be doing with your debt funds.

Weโ€™ve written extensively on the developments in the debt space in different articles. But hereโ€™s answering the questions that appear to worry you the most.

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