PrimeInvestor - Articles and Reports

portfolio goal
Mutual funds & ETFs
Vidya Bala

How to manage your portfolio when you near your goal – Part 1

Some of the common questions we are asked when people near their goals are:
• How close to the goal should I start moving out of equity?
• Should I move out of equity entirely?
• Should I move out by selling lumpsum or should I do a STP/SWP?
• Should I move to debt funds or fixed deposits?
• If I leave some money and move out of only some funds, which category of funds should I move out of?

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Prime Stock update: This automation play may be in takeoff mode
Stocks
Vidya Bala

Prime Stock update: This automation play may be in takeoff mode 

When a company, especially an MNC, discloses little by way of scheduled earnings calls or business information, save for its AGM, its stock price can also react only to earnings or move on visibility in prospects of the company. We took that risk in one such company which is in the business of automation, in late 2021. 

Premium article available only to subscribers.

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mutual fund rolling returns
Mutual funds & ETFs
Vidya Bala

Mutual fund rolling returns – 3 things you must know

If you are new to mutual fund investing, it ta¬kes a while before you can come to terms with the multitude of terms used to showcase mutual fund returns. There is, for example, absolute returns, annualized returns, CAGR, IRR and so on. And to top it, folks like us keep talking to you about rolling returns and chide you for looking at trailing returns (or point-to-point returns)

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Prime fund recommendation - A fund to play the small cap pick up
Categories
Vidya Bala

Prime Fund recommendation: A fund to play the small cap pick up

Mid and small-cap funds form a part of a long-term portfolio to boost overall portfolio returns. But there are times when these market-cap segments underperform for various reasons. The small-cap index spent much of nearly two years languishing behind the Nifty 50. This is now changing, serving up a good opportunity to focus on the small-cap segment.

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SEBI sees through AMCs’ games - How the new MF proposals will impact you
Mutual funds & ETFs
Vidya Bala

SEBI sees through AMCs’ games –  How the new MF proposals will impact you

Last week, we made a quiet note about SEBI’s consultation paper on mutual funds in the PrimeInvestor Community. A consultation paper solicits opinion from the public on proposals mooted by the regulator, along with rationale for such proposals. Do note that these are proposals and have not been implemented.

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