PrimeInvestor - Articles and Reports

Mutual funds & ETFs
Bhavana Acharya

Should you invest in balanced advantage funds now?

If you watched any cricket in the past few days, you could not have missed the ad from a prominent fund house, extolling the virtues of (their) balanced advantage funds. Whether its AMCs, fund managers, media, or your neighbour, the advice is that the best way to manage current markets is to add a balanced advantage/dynamic asset allocation fund to your portfolio. Should you?

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Mutual funds & ETFs
Bhavana Acharya

Prime Recommendation โ€“ An ETF for uncertain markets

The Nifty 50 has rallied 16% in 1 year, the Nifty 50 PE is breaking past peaks, and youโ€™re worried that this may be the end of the party and that you may miss further rallies if it isnโ€™t the end. In uncertain markets like these, there’s a great option to both contain losses and generate returns.

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Prime stock recommendation 2-wheeler
Stocks
Bhavana Acharya

Prime Stock Recommendation: A key 2-wheeler player

Hero MotoCorp dominates the 2-wheeler market. Its firm grip on the entry-level segment serves well to tap the large, growing rural demand and a move towards personal mobility. Recent successful launches have helped the company get back in the premium segment, giving it access to into new markets and drive profitability. PE multiples are similar […]

Premium article available only to subscribers.

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Mutual funds & ETFs
Bhavana Acharya

Should you invest in NFOs?

Many of you ask us about investing in NFOs. With this article, we hope to give you a playbook on whether and when you should consider investing in NFOs.

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Stocks
Bhavana Acharya

Prime Data Crunch: Can companies sustain Covid-era profitability?

A 7% decline in revenue but a 17% jump in profits is not an earnings scenario that you see often. We are talking of the September quarter numbers over a year ago for a universe of 1,122 companies. But then, abnormal times throw up abnormal results. How did India Inc achieve these profitability numbers and are they here to stay?

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Mutual funds & ETFs
Bhavana Acharya

PrimeInvestor Recommendation: A low-risk, low-tax option for short-term holdings

When you have a holding period that is less than 3 years, your options are limited. Because this short period gives very little room for risk, pure equity is out of the question. But in debt funds, though returns may be reasonable, taxation for a less than 3-year period cuts into return. Equity savings funds fit this gap.

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Mutual funds & ETFs
Bhavana Acharya

โ€˜Best’ SIP funds and โ€˜bestโ€™ lumpsum funds

Which are the best SIP funds? I want to invest lumpsum, which fund should I go for? Are your Prime Portfolios for SIP or lumpsum investing? These are some of the questions we see from you and in discussion forums online. Here’s the answer.

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Mutual funds & ETFs
Bhavana Acharya

SIP or lumpsum when switching from one fund to another?

When you decide to switch funds because your scheme is doing poorly, the dominant question in your mind is this: should I do a lumpsum switch or use SIP? What if you reinvest your money at one go, and thereโ€™s a correction? Since itโ€™s a new investment in a new fund, shouldnโ€™t you stagger your investments to avoid poor market timing? If you stagger the reinvestment, wouldnโ€™t you be getting an additional rupee cost averaging benefit?

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