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Mutual funds & ETFs
Vidya Bala

How many funds should I invest in?

How many funds to invest in is a question that both new investors and the seasoned ones are confronted with. I have seen portfolios with

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A new approach to gauge market mood - The Nifty VMI tool
Markets
Vidya Bala

A new approach to gauge market mood – The Nifty VMI tool

“Is this a good time to invest in the market?” This is a question that many of you ask us when you want to deploy additional money. Gauging market mood is never easy and this is often done mostly by short-term traders. When investing for the long term, we typically tell you that it is best to invest in phases and avoid trying to time the market. Investing in phases (or call it SIP) and holding for the long term can help contain downsides and it is a proven strategy.

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2023 - The year of the DIY investor
General
Vidya Bala

2023 – The year of the DIY investor

Wish you all a happy, healthy and prosperous 2023 from all of us at PrimeInvestor!
The first month of 2023 marks the completion of three years for us at PrimeInvestor. Thank you all for coming along with us on this journey! We couldn’t have entered the investment marketplace at a better time, and here’s why!

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Stock review : An under-researched, niche, small-cap play
Stocks
Vidya Bala

Stock review : An under-researched, niche, small-cap play

A lot goes into making that piece of gold jewellery you see at your jewellers’. Or even the copper that goes into your two-and four-wheelers. The first step starts with mining these metal and mineral ores. The next is to crush the ore lumps into desired sizes and processing them in mills to extract the metal or mineral. This involves a lot of machinery such as crushers, screens and other mineral processing equipment. In mill equipment, there’s a critical component that protects the equipment to ensure longer life, reduce noise as well as downtime, and improve safety. 

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How to review your mutual fund portfolio
Strategies
Vidya Bala

How to review your mutual fund portfolio

When answering the question of ‘How to review your mutual fund portfolio’,  some of the frequently asked questions that we receive from you are as follows :
“My fund is underperforming. Should I sell it or not?”.
“How to go about selling a fund – in one shot or in a staggered manner?”
“How long should I hold an underperformer?

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How to book profits in your mutual fund portfolio
Strategies
Vidya Bala

How to book profits in your mutual fund portfolio

With the Sensex zooming past 60k, the question that many of you ask is whether you should book profits in your mutual fund portfolio and whether we think the market is peaking. We have always held that for mutual fund investors, it is easier to make ‘rebalance’ calls based on where your portfolio is currently, rather than where the market will be. 

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US recession and IT sector slowdown – impact on our stock pick
Stocks
Vidya Bala

US recession and IT sector slowdown – impact on our stock pick

Will the Indian IT sector slowdown as a result of a looming recession in the US? This is the question that many of you have asked us on the back of a sharp 32% correction in the Nifty IT index from its peak in January 2022. The next question is whether our ‘buy’ on one of the IT stocks is valid now and whether the same can be accumulated. We will try to answer these questions here.

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Corporate bond funds, gilt funds and credit risk funds – which to own and when?
Strategies
Vidya Bala

Corporate bond funds, gilt funds and credit risk funds – which to own and when?

When it comes to building long-term portfolios with debt, many of you are confused about which funds to use. Should it be corporate bond funds or gilt funds or credit risk funds? To choose these or a combination of these, you need to first know the difference in the characteristics of these fund categories. 

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When to use multi-asset allocation funds
Research Reports
Vidya Bala

When to use multi-asset allocation funds

Multi-asset allocation, by itself, is part of any portfolio building strategy. Both your portfolio’s return potential and its ability to contain downsides is determined by the asset allocation you choose. To this extent AMCS are trying to provide an all-in-one solution through a hybrid category of mutual funds called multi-asset allocation funds.

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Stocks
Vidya Bala

Prime Stock recommendation: A capital goods player taking the inorganic route

Apart from corporate capex, production linked incentive (PLI) of the government and China-plus-one strategy, the manufacturing space is also undergoing a transition. Companies that have already invested or are now investing to meet the above demand triggers are readying themselves for future growth. This capital goods stock is one such superior player.

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Prime Recommendation: How to play the cyclical space now
Recommendations
Vidya Bala

Prime Recommendation: How to play the cyclical space now

Manufacturing is back in favour in the stock market, largely driven by cyclicals such as auto, auto components, industrials and capital goods. In this report, we discuss in detail the prospects for the manufacturing space and how to play it through a thematic fund that we added a month ago in Prime Funds.

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All your debt fund doubts, answered
Commentary
Vidya Bala

All your debt fund doubts, answered

It is true that debt funds have been a washout in the past 3 years. For an investment of 1-2 years, FDs would have marginally (although not significantly enough) returned higher than liquid and ultra short duration funds.

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