Try for FREE!
Login
A unique capital goods play
Categories
Vidya Bala

Prime Stock Recommendation: A unique capital goods play

If you screen for this stock under the capital goods sector in any screener, chances are that you will miss it. Because it is not your regular capital goods company. Some databases classify it under ‘consumer durables’, while others called it a ‘computer and electronic manufacturer’. This company is none of these entirely but still some of these. But this outlier stock is a worthy one in the capital goods space. Here’s why.

Premium article available only to subscribers.

Read More
Vidya Bala September 26, 2021 No Comments
balanced advantage
Recommendations
Vidya Bala

Prime Recommendation: The best fund in the balanced advantage category

The balanced advantage category (called the balanced advantage/dynamic asset allocation category or BA/DAA) has received a lot of attention, after a whopping collection of Rs 12,000 crore by SBI Balanced Advantage during its recent NFO. This category is mostly seen as one that delivers equity returns with less risk or one that can be used as an income generation option – neither of which are quite right. In this report we get into detail about one of our already recommended funds in this space, while also explaining when and how to use a fund in this category.

Premium article available only to subscribers.

Read More
Vidya Bala September 14, 2021 No Comments
regular and direct expense ratios
Categories
Vidya Bala

Regular and Direct expense ratios – 3 ways to compare

When you compare the regular and direct expense ratios of mutual funds, how do you decide something is expensive or not? At PrimeInvestor, we have a new tool to help you make this comparison. But the tool alone can’t help you decide. This article will tell you how to use it effectively and what other factors should go into deciding your choice of plan.

Read More
Vidya Bala August 31, 2021 13 Comments
International funds
General
Vidya Bala

How to choose international funds

International funds could have significantly improved your portfolio returns in the last 5 years, with their superior performance. Most of your questions revolve around which markets to choose and whether you should diversify across markets. Here’s what your choices are and how you can narrow them.

Premium article available only to subscribers.

Read More
Vidya Bala August 26, 2021 No Comments
credit risk space
Categories
Vidya Bala

Prime Recommendation: A fund to ride the credit risk space

At PrimeInvestor, we did not add any debt fund in the credit risk space when we started out in 2020. And even when a fund we recommended held partial credit risk, we made sure we classified them as high risk-long term. We did not pick any fund from the credit risk category as funds were busy segregating their bad assets.

Premium article available only to subscribers.

Read More
Vidya Bala August 10, 2021 No Comments
risk premium, risk
Categories
Vidya Bala

Risk premium – What it is and how it helps you set return expectations

In this article, we’ll explore where risk premiums come from in debt and equity. This is important because risk premiums are not fixed and change with time. So, if you base your return expectations wrong, you may wind up with a different corpus that you originally planned to.

Premium article available only to subscribers.

Read More
Vidya Bala July 29, 2021 No Comments
GR Infraprojects, IPO Review, GR Infra IPO
Categories
Vidya Bala

IPO Review: GR Infraprojects

In a bull market, when fancied sectors command premium valuations, IPOs in that space also come with a stiff asking price. We have seen this in the chemicals space. However, when a sector has been languishing for long and sees pick up only in pockets, will an IPO from such a sector leave money on the table? More specifically, will GR Infraprojects be one such offer? Read our take.

Premium article available only to subscribers.

Read More
Vidya Bala July 6, 2021 No Comments
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)

Read More
Vidya Bala June 20, 2021 16 Comments
covered bonds
Bonds & Deposits
Vidya Bala

Uncovering covered bonds

We have been receiving queries from many of you on the series of covered bonds/market-linked debentures that are being issued by a platform. Many of you seem to derive comfort from the fact that the platform is backed by marquee investors. The interest in this new kind of bond appears palpable going by the number of YouTube videos plugging covered bonds as a high-return alternative to FDs.

Read More
Vidya Bala June 17, 2021 43 Comments
Markets
Vidya Bala

PowerGrid InvIT – should you invest?

POWERGRID Infrastructure Investment Trust (PGInvIT) is the third InvIT and the second in the power transmission space (the other being IndiGrid InvIT) to be listed in the Indian stock markets. It is sponsored by listed PSU Power Grid Corporation of India (PGCIL and henceforth called the Sponsor).
Please find an explanation of what an InviT is here. This article will give you only our quick take on the offer and whether it is suitable for you. It is not a deep dive into the InvIT’s business and financials.

Read More
Vidya Bala April 30, 2021 16 Comments

Legal Disclaimer : PrimeInvestor Financial Research Pvt Ltd (with brand name PrimeInvestor) is an independent research entity offering research services on personal finance products to customers. We are a SEBI registered Research Analyst (Registration: INH200008653). The content and reports generated by the entity does not constitute or is not intended to constitute an offer to buy or sell, or a solicitation to an offer to buy or sell financial products, units or securities. All content and information are provided on an ‘as is’ basis by PrimeInvestor Financial Research Pvt Ltd. Information herein is believed to be reliable but PrimeInvestor Financial Research Pvt Ltd does not warrant its completeness or accuracy and expressly disclaims all warranties and conditions of any kind, whether express or implied. The services rendered by PrimeInvestor Financial Research Pvt Ltd are on a best-effort basis. PrimeInvestor Financial Research Pvt Ltd does not assure or guarantee the user any minimum or fixed returns. PrimeInvestor Financial Research Pvt Ltd or any of its officers, directors, partners, employees, agents, subsidiaries, affiliates or business associates will not liable for any losses, cost of damage incurred consequent upon relying on investment information, research opinions or advice or any other material/information whatsoever on the web site, reports, mails or notifications issued by PrimeInvestor Financial Research Pvt Ltd or any other agency appointed/authorised by PrimeInvestor Financial Research Pvt Ltd. Use of the above-said information is at the user’s own risk. The user must make his own investment decisions based on his specific investment objective and financial position and using such independent advisors as he believes necessary. All intellectual property rights emerging from this website, blog, and investment solutions are and shall remain with PrimeInvestor Financial Research Pvt Ltd. All material made available is meant for the user’s personal use and such user shall not resell, copy, or redistribute the newsletter or any part of it, or use it for any commercial purpose. PrimeInvestor Financial Research Pvt Ltd, or any of its officers, directors, employees, or subsidiaries have not received any compensation/ benefits whether monetary or in kind, from the AMC, company, government, bank or any other product manufacturer or third party, whose products are the subject of its research or investment information. The performance data quoted represents past performance and does not guarantee future results. Investing in financial products involves risk. Investments are subject to market risk. Please read all related documents carefully. As a condition to accessing the content and website of PrimeInvestor Financial Research Pvt Ltd, you agree to our Terms and Conditions of Use, available here. This service is not directed for access or use by anyone in a country, especially the USA, Canada or the European Union countries, where such use or access is unlawful or which may subject PrimeInvestor Financial Research Pvt Ltd or its affiliates to any registration or licensing requirement.

• Aditya Birla Mutual Fund • Axis Mutual Fund • Baroda Mutual Fund • BNP Paribas Mutual Fund • BOI AXA Mutual Funds • Canara Robeco Mutual Fund • DSP Mutual Fund • Edelweiss Mutual Fund • Essel Mutual Fund • Franklin Templeton Mutual Fund • HDFC Mutual Fund • HSBC Mutual Fund • ICICI Mutual Fund • IDBI Mutual Fund • IDFC Mutual Fund • IIFL Mutual Fund • Indiabulls Mutual Fund • Invesco Mutual Fund • ITI Mutual Fund • Kotak Mahindra Mutual Fund • L&T Mutual Fund • LIC Mutual Fund • Mahindra Mutual Fund • Mirae Asset Mutual Fund • Motilal Oswal Mutual Fund • Nippon India Mutual Fund • PGIM Mutual Fund • PPFAS Mutual Fund • Principal Mutual Fund • Quant Mutual Fund • Quantum Mutual Fund • Sahara Mutual Fund • SBI Mutual Fund • Shriram Mutual Fund • Sundaram Mutual Fund • Tata Mutual Funds • Taurus Mutual Funds • Union Mutual Funds • UTI Mutual Funds • Yes Mutual Funds

Equity: Large Cap Funds | Mip Cap Funds | Large And Mid Cap Funds | Small Cap Mutual Funds | Contra Mutual Funds | Dividend Yield | Focused Mutual Funds | Find Top Index Funds | Best Sector Funds | Thematic Mutual Fund | Best Value Mutual Funds | Equity Linked Savings Scheme | Tax Saving Funds
Debt: Banking And PSU Funds | Corporate Bond Funds | Credit Risk Funds Mutual Funds | Dynamic Bond Funds | Floating Rate Funds | Gilt Mutual Funds India | Find Top Liquid Funds In India | Long term debt funds | Low Duration Funds Debt Funds | Medium Duration Debt Funds | Medium To Long Duration Funds | Money Market Debt Funds | Overnight Debt Funds | Short Duration Debt Funds | Ultra Short Term Debt Fund
Hybrid: Aggressive Hybrid Funds | Arbitrage Mutual Funds | Balanced Advantage Mutual Funds | Conservative Hybrid Funds | Dynamic Asset Allocation | Equity Saving Funds | Multi Asset Funds | Multi Asset Allocation

Mutual fund rolling returns by category: Balanced Advantage | Conservative Hybrid Fund | Corporate Bond | Dividend Yield | Dynamic Bond | Equity Linked Savings Scheme | Floating Rate | Index Funds | Large and Midcap fund | Large Cap Fund | Liquid funds | Low Duration | Mid Cap Fund | Multi Cap Fund | Short Duration | Small cap Fund | Solution Oriented – Childrens Fund | Ultra Short Duration

Stocks by market-cap: Large Cap Stocks | Mid Cap Stocks | Small Cap Stocks

Stocks by sector: Auto | Auto & auto ancillaries | Banks | Capital goods | Cement | Chemicals | Construction & infrastructure | Consumer discretionary | Consumer durables | E-commerce | Entertainment | ETF | Fertilizers | Finance | FMCG | Hotels & restaurants | IT | Jewellery | Logistics | Media | Metals & mining | Oil & gas | Packaging | Paper | Pharma & healthcare | Plastic products | Power | Realty | REIT | Retail | Sugar | Telecom | Textiles | Trading

Popular stocks: Reliance Industries Ltd | Tata Consultancy Services Ltd | HDFC Bank Ltd | Hindustan Unilever Ltd | Infosys Ltd | Housing Development Finance Corporation Ltd | Kotak Mahindra Bank Ltd | ICICI Bank Ltd | Bajaj Finance Ltd | Bharti Airtel Ltd | ITC Ltd | Asian Paints Ltd | HCL Technologies Ltd | State Bank of India | Maruti Suzuki India Ltd

Login to your account
OR
Continue with Google