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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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Prime fund recommendation - a beaten down sector to pick up now
Mutual funds & ETFs
Vidya Bala

Prime Fund Recommendation: A beaten-down sector to pick up now

Getting into a sector when the going is rough can pay off as kinks get ironed out and prospects look up. The complexity of this sector, along with other factors, has led to steep underperformance against the Nifty 50. But with more clarity now emerging on sustainable growth from here as well as a shift in the contours of the sector, this may be an opportune time to build up exposure to this beaten-down sector.

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4 easy steps to picking good mutual fund schemes
Mutual funds & ETFs
Vidya Bala

4 easy steps to picking good mutual fund schemes

The top-used product at PrimeInvestor, our MF Review Tool, is good for anyone who wants to know our call on your fund (buy/hold/sell) and the reason for the same. It also helps you pick the funds we have a buy on, if you want to go beyond Prime Funds.
But for those of you who want to see the evidence backed by data or wish to do your own filtering, then Prime MF Screener is the only tool available today in town for you to do this evidence-based investing. If you are a subscriber โ€“ well, whatโ€™s stopping you from empowering yourself using our MF Screener to pick good mutual fund schemes?

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Prime recommendation: Commodity and the rise of the old economy
Recommendations
Vidya Bala

Prime Recommendation: Commodity and the rise of the old economy

In March 2021, our call on the commodities fund we added panned out well. But we decided to issue a book profit call in June 2022, as we wanted to preserve some of the profits given the cool off that was visible then in commodity prices.
And as anticipated, commodities cooled off a fair bit globally. Triggered by inflation-driven rate hikes and recession fears, pre-emptive physical destocking (reducing inventories anticipating higher cost of holding inventories) resulted in lower prices. The traded Goldman Sachs Commodity index graph below will tell you that our call was largely in line with this indexโ€™s move.

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Is the Budget 2023 disincentivizing savings?
Taxes
Vidya Bala

Is the Budget 2023 disincentivizing savings?

The trending narrative post the Budget 2023 proposal is that the Budget is disincentivizing savings. The argument goes like this: if the Budget is nudging individuals to move to the New Tax Regime, it likely means that it may eventually phase out many of the deductions available under the Old Tax Regime. Tax incentive is a major consideration for Indians to save.

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Count
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

โ€œIs this a good time to invest in the market?โ€ 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 couldnโ€™t have entered the investment marketplace at a better time, and hereโ€™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 jewellersโ€™. 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.ย This involves a lot of machinery such as crushers, screens and other mineral processing equipment. In mill equipment, thereโ€™s a critical component that protects the equipment to ensure longer life, reduce noise as well as downtime, and improve safety.ย 

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US recession and IT sector slowdown โ€“ impact on our stock pick
Stocks
Vidya Bala

US recession and IT sector slowdown โ€“ 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 โ€˜buyโ€™ 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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