PrimeInvestor - Articles and Reports

prime funds
Mutual funds & ETFs
PrimeInvestor Research Team

Quarterly review – changes in Prime Funds, our mutual fund recommendations

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.

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Research Reports
PrimeInvestor Research Team

Quarterly review – Changes in buy/ sell/ hold calls in our fund review tool

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 – direct or regular – as our calls may change in some cases between plans of the same fund.

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Mutual funds & ETFs
PrimeInvestor Research Team

SEBI’s new rule on market-caps in multi-cap funds – what it means for you

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.

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profit booking
Research Reports
PrimeInvestor Research Team

Prime Strategies: Is it time for profit booking?

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?

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Risk vs Rewards in Bonds
Mutual funds & ETFs
PrimeInvestor Research Team

How to identify risks in debt funds

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.

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Franklin India debt funds
Mutual funds & ETFs
PrimeInvestor Research Team

Franklin fallout: Risks in debt funds from other AMCs

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.

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