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
Our MF Review Tool is a recommendation tool providing our view on 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. Our first quarterly review is complete and at the end of this report we have highlighted some of the interesting and important changes.
Prime Funds is our recommended list of funds across equity, hybrid, and debt categories. We draw up this list with Prime Ratings as a base, adding more quantitative and qualitative factors on top of it. We review this list on a quarterly basis to ensure that recommendations remain only in quality funds
Our quarterly mutual fund ratings review (for the quarter ended March 2020) has been completed. We have published the new ratings in the Prime Ratings page. In this article, we highlight some of the noteworthy changes and the reasons for the same.
Given that the Nifty50 is busy taking out new lows with stunning rapidity, what are the Nifty levels at which the market gets really cheap, or attractive to invest lumpsums in? This strategy note is an attempt to answer this question
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