Mutual funds & ETFs
4 steps to improving your MF portfolio performance
How to fine-tune your portfolio using Prime Portfolio Review Pro tool
PrimeInvestor Research Team
August 24, 2023
3 Comments
PrimeInvestor - Articles and Reports
Stocks
Results update 1 – for quarter ending June 2023
results update for 5 of our Prime Stocks
Premium article available only to registered users.
PrimeInvestor Research Team
August 11, 2023
No Comments
Markets
Podcast : Setting Equity Return Expectations, Demergers & Share Buybacks
Episode 05 of the Prime Podcast
PrimeInvestor Research Team
July 30, 2023
1 Comment
Markets
Podcast : Markets at all time highs, IPO season & Smallcaps
Episode 04 of the Prime Podcast
PrimeInvestor Research Team
July 16, 2023
4 Comments
Mutual funds & ETFs
Quarterly review – changes to Prime Portfolios
A few changes in portfolios to capitalise on debt yield and the current market rally
PrimeInvestor Research Team
July 13, 2023
3 Comments
Recommendations
Quarterly review – changes to Prime Funds and Prime ETFs
In this quarter’s review of our recommendations, we have made 3 fund additions and a few removals from our Prime Funds and ETFs Prime ETFs list.
PrimeInvestor Research Team
July 11, 2023
7 Comments
Stocks
The HDFC-HDFC Bank merger impact
For shareholders of HDFC, should you continue holding the stock post its merger with HDFC Bank?
PrimeInvestor Research Team
July 6, 2023
3 Comments
Commentary
Podcast : Sector Funds, Foreign investments in India, Startups & more!
Prime Podcast S01 Ep03.
In this third episode of the PrimeInvestor podcast, we delve into sector funds and the latest news events that have a significant impact on the markets and your investments.
PrimeInvestor Research Team
July 2, 2023
3 Comments
Markets
Podcast : Balanced Advantage Funds, RBI Monetary Policy & Smallcap Funds
Prime Podcast : S01 Ep02.
In this episode, we cover key news events and discuss balanced Advantage Funds and other hybrid funds.
PrimeInvestor Research Team
June 18, 2023
8 Comments
Markets
Podcast : MF Consultation paper, Adani investigation & Market levels
In this first episode of the PrimeInvestor podcast, our host Gaurav Menon and co-founder Vidya Bala discuss the MF Consultation paper along with various other topics related to personal finance and the Indian markets.
PrimeInvestor Research Team
June 4, 2023
7 Comments
Bonds & Deposits
Prime NCD Review: An NCD with attractive yields across timeframes
With capital gains on debt fund investments now subject to short-term capital gains tax irrespective of holding period, other debt instruments have become quite competitive with debt mutual funds.
PrimeInvestor Research Team
April 25, 2023
8 Comments
Mutual funds & ETFs
Quarterly review – 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 quarter’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!
PrimeInvestor Research Team
April 6, 2023
6 Comments
