Bhavana Acharya, Author at PrimeInvestor

Mutual funds & ETFs

Prime Recommendation: An equity index that challenges active funds across categories

Index funds are meant to track markets passively and not built to necessarily beat active funds. But if you had an Indian index that is able to beat comparable active funds with consistency, generates strong return, adds diversification to your portfolio and even substitute some categories of active funds, would you not consider it?

Bhavana Acharya February 14, 2020 33 Comments

Recommendations

Prime Recommendation: A nimble mid-cap fund well-poised for this market

Over the past two weeks, we have been writing on the promise in the mid-cap and small-cap segment of the market and how the rally is starting to move beyond a handful of large stocks. While a quick recovery may be some way off, the steep 2-year correction in the mid-cap space offers good opportunities to begin accumulating mid-caps from a long-term perspective.

Bhavana Acharya February 5, 2020 37 Comments

Markets

Prime Strategies – Equity markets 2020: Opportunity to capture the lows

In our equity outlook for 2020, we had said that opportunities lie in some pockets and that a broad-based recovery is some time off. So, where are the opportunities and what strategy can you follow?

Premium article available only to subscribers.

Bhavana Acharya January 27, 2020 No Comments

Mutual funds & ETFs

Prime Outlook – Equity 2020 – Opportunities in pockets

2019 was a baffling year for Indian stock markets. Benchmark indices headed upward, notching up newer highs. But most stocks were anything but gainers. Economic growth struggled. Can 2020 be a year less mystifying?

Bhavana Acharya January 27, 2020 No Comments

Mutual funds & ETFs

How we choose Prime Funds

Beyond what the numbers say, we look for: Clarity in fund strategy Consistency in performance across cycles Variety in the investing styles of funds we

Bhavana Acharya January 13, 2020 10 Comments

Prime trends: Can multi-caps be a substitute for large-caps?

Mutual funds can be split into pre and post SEBI recategorisation. And in the post-SEBI recategorisation era, multi-cap funds appear to be getting more like

Bhavana Acharya January 8, 2020 4 Comments

Mutual funds & ETFs

Should you invest in ETFs in India?

With some classes of domestic mutual funds struggling to deliver on their promise and a global shift towards ETFs and index investing, the local interest in ETFs is healthy and welcome. But to think that Indian ETFs are fault-free and the ideal route to investing is flawed.

Here’s why, and how to negotiate the ETF space in India.

Bhavana Acharya December 9, 2019 3 Comments

Mutual funds & ETFs

PrimeInvestor ratings – how we rate funds and why we’re different

Fund ratings, at a glance, tell you a little about the history of a fund. For many of you it’s a quick reference on whether a fund is a good one or not. PrimeRatings is a mutual fund rating system. But it’s not simply yet another fund rating tagging on to the list of ratings that are already available. Here’s a look into our ratings process and how we’re different.

Bhavana Acharya December 3, 2019 20 Comments

Taxes

How you should use Section 80C for saving taxes

Deductions under section 80c are either expenses or investments. Blend tax-efficient debt and equity investment options to maximise benefits and balance risk There’s no dearth

Bhavana Acharya November 22, 2019 5 Comments

Commentary

Large-cap funds are losing the appeal

Performance data is clearly showing a declining trend for large-cap funds. Further, data and index behaviour shows that large-cap equity funds will continue to struggle to beat their benchmark convincingly. Selectively picking large-cap stocks directly or a passive strategy of holding large-cap index funds may become necessary

Bhavana Acharya November 8, 2019 8 Comments

Commentary

Why looking at the 1, 3, or 5-year returns is not enough

Pick up any equity fund today and the 1-year return looks absolutely uninspiring. 8%? 9%? 11%? Losses? Where is that bumper equity return? But if

Bhavana Acharya October 5, 2019 3 Comments

Prime Recommendation: An equity index that challenges active funds across categories

Prime Recommendation: A nimble mid-cap fund well-poised for this market

Prime Strategies – Equity markets 2020: Opportunity to capture the lows

Prime Outlook – Equity 2020 – Opportunities in pockets

How we choose Prime Funds

Prime trends: Can multi-caps be a substitute for large-caps?

Should you invest in ETFs in India?

PrimeInvestor ratings – how we rate funds and why we’re different

How you should use Section 80C for saving taxes

Large-cap funds are losing the appeal

Why looking at the 1, 3, or 5-year returns is not enough

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