Stocks
Vidya Bala

Stock recommendation: Stock to ride the IT transformation

The COVID-19 pandemic has increased the urgency of digital transformation for enterprises across the globe. And this has positioned the IT sector well to catapult growth over the next 2-3 years. This is our preferred IT stock pick.

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Mutual funds & ETFs
Vidya Bala

Outlook 2021 – Equity

The Nifty 50 has rallied 84% (March 2020 lows to Dec-20) in just nine months and the rally has been driven mainly by a global liquidity surfeit. Therefore, forecasts and estimates go that extra mile only to get more erroneous than they usually are. Given this strange combination of heady markets and uncertainty, we decided that …

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HDFC Housing Opportunities fund
Mutual funds & ETFs
Vidya Bala

Should you hold or exit HDFC Housing Opportunities Fund?

HDFC Housing Opportunities Fund, a closed ended thematic fund, launched in December 2017. It sought to invest in housing and all other allied sectors including financing as the sectors looked attractive then. The fund has a mandate to invest at least 80% in its primary theme and up to 20% outside its stated theme.

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Floating interest
General
Vidya Bala

Prime Recommendation: A low-risk debt fund for any time frame

Can a low-risk debt fund with an average duration of around just 1.2 years deliver an average 3-year return (rolling 3 year returns since inception in March 2009) of 8.7%? And what if the worst ever 3-year returns of this fund was 7%? This is not the performance of a high-quality accrual fund or a …

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flexi-cap
Mutual funds & ETFs
Vidya Bala

What the new flexi-cap fund category means to your funds

The new flexi-cap fund category recently announced by SEBI will mitigate the risk of many multi-cap funds being forced into buying to mid & small cap stocks. The definition of the flexi-cap category is quite open-ended now. The circular requires flexi cap funds to hold least 65% of their portfolio in equity and equity-related instruments to be flexi cap.

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Mutual funds for the short-term
Mutual funds & ETFs
Vidya Bala

Mutual funds for the short term

Many of you ask us how you should invest in MFs for the short term. This could be for creating an ‘emergency fund’, ‘medical fund’, ‘funds to pay school fees’ or simply for parking money temporarily for the short term.

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Mutual funds & ETFs
Vidya Bala

Prime Recommendation: A small-cap fund without size constraint

After almost 2 years of underperformance, the small-cap segment is seeing a new set of companies rallying swiftly, to make up for the years of suppressed performance. And several them are backed by fundamentals. If you decide to ride this new wave with a small-cap fund, you may have to wonder if the fund will restrict inflows in a while or suffer in performance if its AUM grows rapidly. So, we dug deeper into the small-cap space to see if we can overcome this constraint. And we think we have the one.

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