PrimeInvestor - Articles and Reports

Quarterly Review - changes to recommendations in Prime Funds and Prime ETFs
Mutual funds & ETFs
PrimeInvestor Research Team

Quarterly review โ€“ Changes to recommendations in Prime Funds and Prime ETFs

Prime Funds is our list of recommendations in equity, debt, and hybrid mutual funds that are worth investing in. Prime Funds narrows down your choices from the thousands of funds that there are, into a concise list of funds that span different styles. Prime Funds are selected based on performance, portfolios, and investment strategies.

In this quarterโ€™s review, we have made limited additions to our list of Prime Funds but have some updates to give on performance of the existing funds. We also suggest buckets that are worth entering now. So do read it!

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Tax changes in mutual funds: How to manage your investments now
Mutual funds & ETFs
PrimeInvestor Research Team

Tax changes in mutual funds: How to manage your investments now

Changes in tax rules at the end of a financial year is not something that you routinely expect. And not when it is a sweeping change on taxation in your mutual fund! In this article, we are going to discuss the tax changes in mutual funds in 4 parts:
One, the changes effective April 1, 2023 and the categories impacted
The tax impact for you and what you can do to plan better
What should you do with your existing investments?
How should you plan your fresh investments?

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Prime stock recommendation - a promising play on food security
Stocks
PrimeInvestor Research Team

Prime Stock recommendation: A promising play on food security

Recent instances of countries rationing food supplies on import disruptions and grappling with hyper-inflation, have prompted governments the world over to refocus on food security. With limited supply of arable land and water, the key to achieving food security lies in improving crop yields. In India, thereโ€™s a crying need to improve yields not only to secure food supplies for the domestic population, but also to cater to global export opportunities for farm products, that are at an inflection point. Companies engaged in crop protection, fertilizer and hybrid seeds are positioned to make the most of these tailwinds.
But if youโ€™re an Indian investor looking to make a long-term bet on this theme, your options arenโ€™t very many. There are about 20 listed companies in the fertilizer space. But the sector makes for a poor investment because of whimsical government policies that hamper growth and profitability. Listed crop protection and seed companies offer superior options. Listed agrochem players offer choices from micro to large players, with differing business models that focus on generic agrochemicals, interm

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Nifty Next 50 - what should you do with your investments?
Mutual funds & ETFs
PrimeInvestor Research Team

Nifty Next 50 – what should you do with your investments?

The Nifty Next 50 houses the 50 top companies by market capitalisation, after the Nifty 50. This index caught the limelight over the past month for featuring a handful of the Adani group stocks.

As we had pointed out a couple of weeks ago in our write-up on Adani stocks and index funds, the presence of a few shaky stocks in an index is not reason enough to exit it. But even before the Adani-fuelled upheaval, the Nifty Next 50โ€™s once-outstanding performance was being eroded.

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Budget 2023 - Impact on your investments & the market
Taxes
PrimeInvestor Research Team

Budget 2023 – Impact on your investments & the market

In this final budget before the elections, there is little by way of big-bang announcements. There are, however, several announcements in the Budget 2023 that do bear implications. There are two aspects to the Budget impact โ€“ on one side, there are the provisions that impact your investments and taxes specifically. On the other, there are proposals that have a bearing on prospects for different sectors. Therefore, weโ€™ve broken down our Budget 2023 analysis along these lines.

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Quarterly review: Prime Portfolios performance review & quarter changes
Mutual funds & ETFs
PrimeInvestor Research Team

Quarterly Review: Prime Portfolios performance review & quarter changes

Prime Portfolios are a set of 19 unique portfolios that meet over 30 different investor timeframes and needs. Prime Portfolios are listed under Ready-to-use-portfolios in the Recommendations dropdown. These portfolios primarily use mutual funds, but where there are better-suited products such as deposits or government schemes, the portfolios include those as well.

We review these portfolios every quarter and make changes to remove underperformers or to include any new investment opportunity or product that may come by. At the end of each year, we review the performance of key portfolios, in addition to discussing the changes we make.

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Quarterly review - Changes to recommendations in Prime Funds and Prime ETFs
Mutual funds & ETFs
PrimeInvestor Research Team

Quarterly review: Changes to recommendations in Prime Funds & Prime ETFs

Prime Funds is our list of recommendations in equity, debt, and hybrid mutual funds that are worth investing in. Prime Funds narrows down your choices from the thousands of funds that there are, into a concise list of funds that span different styles. Prime Funds are selected based on performance, portfolios, and investment strategies.

In this quarterโ€™s review, we have added to equity funds to play themes that are ripe and made changes to the hybrid recommendations to include better return options. We have made minimal changes to our debt fund recommendations.

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Prime Funds performance in 2022
Mutual funds & ETFs
PrimeInvestor Research Team

Prime Funds performance in 2022

The close of another year means that itโ€™s the time we review how our recommendations have done. We published our Prime Stocks report card a few days ago. In this instalment, we cover Prime Funds performance in 2022

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Prime Stocks performance review 2022
Stocks
PrimeInvestor Research Team

Prime Stocks performance review 2022

In this report, we look at the hits and misses of our Prime Stock calls this year and what we will do to add more value next year.ย 

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