As per this new SEBI multicap rule, a multi-cap fund should allocate 25% each at the minimum to smallcap, midcap and largecap stocks. This is a sea change from the current scenario where multicap funds could have any allocation they wished to, based on their outlook on the market.
These are the worst of times for businesses. But the equity markets think otherwise. Dancing to a tune that only the stock market hears, the Nifty has clocked an all-time high PE. Should you rejoice or view this with caution?
Our quarterly review and changes to our Prime Portfolios for the June quarter has some changes to accomodate better returning debt options
Prime Funds is the list of funds that we recommend. This fund list uses Prime Ratings as a first filter, over which we analyse portfolios,
In this second part to our review cycle updates, we’re discussing changes we have made in our mutual fund review tool. In this tool, we
Our MF Review Tool provides our view on mutual funds. That is – whether a fund is a buy or hold or sell. We do a quarterly review of these views or change them as appropriate.
It’s the end of our second review cycle, for the April-June 2020 quarter. The updated ratings have now been published. So we’d like to highlight
Our comprehensive report yesterday gave you a detailed list of funds across AMCs with higher credit or concentration risk in each category. With the help of our review tool and the pointers we gave you, we hope you identified the ones you need to move out of. If you have not, please read the article here if you are a subscriber or subscribe today to ensure you are with the right debt funds.
The winding up of Franklin Templeton’s debt schemes has proved how credit risk and liquidity risk can be a lethal combination. While the funds’ closures are an extreme event, this may be a good opportunity for you to take a relook at your portfolio – without panic, that is.
Our quarterly review and changes end with the review of the 18 unique portfolios we have for 35 different needs. We had already changed some of the portfolios that had fixed deposits in late March/early April when deposit rates underwent changes and when we completed the Prime Deposits review.
We have made our quarterly review and changes to our list of recommended ETFs – Prime ETFs. Before we move to the changes, a brief note on how we pick our ETFs. We start with comparing indices on which ETFs are built. We look at them from their ability to consistently deliver, contain downsides and beat peers and even active funds.
Whenever there is uncertainty and volatility in the stock/debt markets, people’s attention turn to gold – especially if the yellow metal’s price seems to be
The purpose of these disclosures is to provide essential information about the Research Services in a manner to assist and enable the prospective client/client in making an informed decision for engaging in Research services before onboarding. History, Present business and Background: PrimeInvestor Financial Research Private Limited is registered with SEBI as Research Analyst with registration no. INH200008653. The Research Analyst got its registration on August 19, 2021 and is engaged in offering research and recommendation services. Terms and conditions of Research Services: The Research Services will be limited to providing independent research recommendation and shall not be involved in any advisory or portfolio allocation services. The Research Analyst never guarantees the returns on the recommendation provided. Investor shall take note that Investment/trading in stocks/Index or other securities is always subject to market risk. Past performance is never a guarantee of same future results. The Research Analyst shall not be responsible for any loss to the Investors. Disciplinary history: There are no pending material litigations or legal proceedings against the Research Analyst. As on date, no penalties / directions have been issued by SEBI under the SEBI Act or Regulations made there under against the Research Analyst relating to Research Analyst services. Details of its associates: No associates. Disclosures with respect to Research and Recommendations Services: The Research Analyst or its directors or any of its officer/employee does not trade in securities which are subject matter of recommendation. There are no actual or potential conflicts of interest arising from any connection to or association with any issuer of products/ securities, including any material information or facts that might compromise its objectivity or independence in the carrying on of Research Analyst services. Such conflict of interest shall be disclosed to the client as and when they arise. Research Analyst or its directors or its employee or its associates have not received any compensation from the company which is subject matter of recommendation. Research Analyst or its directors or its employee or its associates have not managed or co-managed the public offering of any company. Research Analyst or its directors or its employee or its associates have not received any compensation for investment banking or merchant banking of brokerage services from the subject company. Research Analyst or its directors or its employee or its associates have not received any compensation for products or services other than above from the subject company. Research Analyst or its directors or its employee or its associates have not received any compensation or other benefits from the Subject Company or 3rd party in connection with the research report/ recommendation. The subject company was not a client of Research Analyst or its directors or its employee or its associates during twelve months preceding the date of recommendation services provided. Research Analysts or its directors or its employee or its associates has not served as an officer, director or employee of the subject company. Research Analysts has not been engaged in market making activity of the subject company.
Full disclosures and disclaimers
Compliance Officer Details: Name: Srikanth Meenakshi; Email: contact@primeinvestor.
Grievance Officer Details: Name: Srikanth Meenakshi; Email: contact@primeinvestor.
