PrimeInvestor - Articles and Reports

Active funds vs Index funds
Mutual funds & ETFs
Vidya Bala

Is it time to move from active funds to index funds?

Is it time to move from active funds to index funds?

The answer is no. There will definitely be more space for index investing in your portfolio but that doesn’t mean you can ignore active funds. We’ll show you some numbers on Indian active funds’ ability to beat the indices currently.

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Get some debt relief!
Mutual funds & ETFs
Vidya Bala

Vodafone’s impact on your debt funds: Here’s what you should do

Recent developments in the telecom space holds the risk of pushing Vodafone’s debt instruments to junk/default status and a consequent erosion to NAVs of funds that hold the instrument. We tell you what funds are affected, and we recommend an exit on funds that have a significant holding in the instrument and suggest alternatives.

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Goals are subjective 
Strategies
Vidya Bala

What should be your return expectation?

In recent times, you may have read about stories of equity indices or equity mutual funds struggling to deliver double digit returns even over 3 and 5-year periods. If many of you had expectations of say 12% return or a 15% returns these numbers are indeed disappointing.

But here’s a question: how did you form your return expectation? I posed this question to some friends. Their response can broadly be categorized into two: one, they either read or were told that equity markets can deliver 15-20% returns. Two, at some point in the past, some of the stocks they held had delivered this return and it naturally became the ‘best return to expect’.

So, what is the right way to form your returns expectation? How much should you expect from your portfolio? Why is that important?

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How are mutual funds taxed for NRIs
General
Vidya Bala

NRIs – Not all of you should be investing here!

NRIs who approach us for investment options broadly fall under the following categories: one, those who are abroad on an assignment and will come back. Two, those who are settled abroad and do not plan to come back. Three, those who are abroad, have no immediate plans to come back but ‘may’ decide to come back at some point.

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