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.
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 ‘respond’.
The Bharti Airtel rights issue has attracted attention for its sheer size of Rs 21,000 crore, next to Reliance Industries’ rights issue size of over Rs 50,000 crore last year.
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.
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.
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.
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.
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.
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.
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.
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.
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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