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.

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regular and direct expense ratios
Categories
Vidya Bala

How to compare regular and direct plan expense ratios

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.

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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.

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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.

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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.

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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)

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covered bonds
Bonds & Deposits
Vidya Bala

What are 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.

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permanent portfolio, how to build a permanent portfolio
Categories
Vidya Bala

How to build a permanent portfolio

The concept of a ‘permanent portfolio’ has been gaining interest in the past few years, likely driven by the influx of new investors in the

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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.

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Index funds
Mutual funds & ETFs
Vidya Bala

How to invest in index funds

Some of you wish to invest in index funds and want to know the best index funds. Others want to hold a portfolio of index funds. Building a portfolio out of index funds or adding index funds calls for mixing strategies and market-cap segments. In this article, we’ll try to explain the key characteristics of some of the equity indices and how they can be paired with other index funds/ETFs or with active funds.

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