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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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Bhavana Acharya November 17, 2020 21 Comments
Mutual funds & ETFs
Bhavana Acharya

‘Best’ SIP funds and ‘best’ 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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Bhavana Acharya November 10, 2020 18 Comments
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 there’s a correction? Since it’s a new investment in a new fund, shouldn’t you stagger your investments to avoid poor market timing? If you stagger the reinvestment, wouldn’t you be getting an additional rupee cost averaging benefit?

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Bhavana Acharya November 1, 2020 32 Comments
Mutual funds & ETFs
Bhavana Acharya

How many AMCs should you take exposure to?

When you have too much of your portfolio invested in fund(s) of a single AMC, you’re concentrated towards an AMC. So you might think. But it’s not that cut-and-dried. AMC concentration risk comes in only when the funds are of a similar type or when you have too much of your portfolio in a single fund.

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Bhavana Acharya September 22, 2020 24 Comments
Midcap fund growing
Mutual funds & ETFs
Bhavana Acharya

Prime Recommendation: A midcap fund for any long-term portfolio

If you are a long-term investor, adding mid-cap funds to your portfolio will drive overall returns. And in such mid-cap exposure, many of you could simply want funds that can deliver returns that are at least better than the mid-cap index and not collapse during market declines.

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Bhavana Acharya September 17, 2020 22 Comments
Mutual funds & ETFs
Bhavana Acharya

What are balanced advantage funds?

The balanced advantage funds /dynamic asset allocation funds (BA/DAA) category was created after SEBI’s  new categorisation rules. According to the rules these funds need to

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Bhavana Acharya September 6, 2020 16 Comments
Mutual funds & ETFs
Bhavana Acharya

Should you run an SIP in debt funds?

SIPs have become a byword in mutual fund investing. The touted benefits are many, from avoiding market timing errors to averaging costs lower to investing small amounts. Does an SIP in debt funds also tick all these boxes?

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Bhavana Acharya August 25, 2020 18 Comments
Mutual funds & ETFs
Bhavana Acharya

How to look at mutual fund returns

Among the many queries we get, one that features frequently is why we have one fund recommended when another is doing well, or whether you can move from one fund to another that’s doing better. And that’s a great way to look at fund returns because a fund that’s able to beat both market and peers is a good one to have.

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Bhavana Acharya August 13, 2020 12 Comments

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