Quarterly review: Changes to Prime portfolios
Our passive portfolios have seen a new addition this quarter.
Our passive portfolios have seen a new addition this quarter.
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, strategy, market scenario and much more. Many of you have asked us how we differ from the various MF recommendations out there in the market. The changes we have made in this review cycle are here.
In the first of our series on quarterly review & updates, we are covering some of the key changes in our buy/hold/sell calls in our MF Review Tool. When you do so, please make sure you specifically choose the plan that you hold โ direct or regular – as our calls may change in some cases between plans of the same fund.
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, weโre 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 โ whether a fund is a buy or hold or sell. We do a quarterly review of these views or change them as appropriate.
Itโs the end of our second review cycle, for the April-June 2020 quarter. The updated ratings have now been published. So weโd 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 Templetonโs debt schemes has proved how credit risk and liquidity risk can be a lethal combination. While the fundsโ closures are an extreme event, this may be a good opportunity for you to take a relook at your portfolio – without panic, that is.
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