PrimeInvestor - Articles and Reports

PB Fintech, Policybazaar, paisabazaar
Categories
Vidya Bala

IPO review: PB Fintech (Policybazaar) โ€“ Should you invest?

At a time when the revenue models for many fintech startups are ambiguous, PB Fintech –ย  the company that houses Policybazaar and Paisabazaar – stands out. It has a clear revenue model driven by scalability that will likely pave the path to profits!

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passive debt funds
Categories
Vidya Bala

Passive debt funds and how to choose them

What are your options today in the passive debt funds space? Are there options across time frames and will it meet all your needs like active debt funds do? This article will take you through this space and gives you pointers on how to make your choices in this segment.

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Value of independence - a response to our critics
Short Takes
Vidya Bala

Value of independence – a response to our critics

A recent ET Wealth study done jointly with us, had many of our distributor and advisor friends lash out at us on social media. The same happened some months ago when we took a firm call on Franklin funds. We thought we should not react but since this appears to be repeating, we decided to โ€˜respondโ€™.ย 

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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 โ€˜consumer durablesโ€™, while others called it a โ€˜computer and electronic manufacturerโ€™. 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. Hereโ€™s why.

Premium article available only to subscribers.

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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 โ€“ 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 canโ€™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.ย Most of your questions revolve around which markets to choose and whether you should diversify across markets. Hereโ€™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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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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