guaranteed returns
Bonds & Deposits
Aarati Krishnan

A guaranteed returns option to tackle low interest rates

The Monetary Policy Committee (MPC) in its latest meeting has sent out mixed signals about the future direction of interest rates. Citing an uncertain inflation outlook, it called a pause to its repo rate cuts, holding the rate at 4 per cent. At the same time, it also promised to continue its ‘accommodative stance’ due to unprecedented Covid stress on the economy.

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Webinar
Mutual funds & ETFs
Vidya Bala

“Should I invest in mutual funds if I invest in stocks directly?”– and other questions from our webinar

We had a wonderful time answering your thought-provoking questions in our first, premium webinar on portfolio design. But the 40-minute QA could still not do justice to the questions we received. We have therefore answered more here.

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How to review your mutual fund portfolio
Mutual funds & ETFs
Vidya Bala

How to review your mutual fund portfolio

Every time you need to review your portfolio, no doubt your mind is flooded with questions.
“My fund is underperforming. Should I sell it or not?”.
“How to go about selling it – in one shot or in a staggered manner?”
“How long should I hold an underperformer?
“If I hold a mediocre fund but start SIPs in a fresh one, over time, the number of funds in my portfolio goes up. What to do?”
Before we move on to discussing these questions, to the extent we can, let’s first talk about the review process per se.

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Mutual funds & ETFs
Bhavana Acharya

Part II – Which mutual fund categories are the best for your portfolio?

Last week, we looked at the equity fund categories there are and how you can use them in your portfolio. This week, we will take up each debt fund category and the hybrid categories. As with equity funds, in both debt and hybrid categories, you don’t need to follow SEBI categories exactly. As always, go …

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Mutual funds & ETFs
Bhavana Acharya

Which mutual fund categories are the best for your portfolio?

When we were discussing how many mutual funds you should have in your portfolio, we made a point that you don’t need a fund from every mutual fund category there is. In this article, we will explore mutual fund categories and see which ones suit your portfolio and how to use them. You don’t need …

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prime portfolios
Mutual funds & ETFs
PrimeInvestor Research Team

Quarterly review – What’s changed in Prime Portfolios, our readymade portfolios

Our quarterly review and changes to our Prime Portfolios for the June quarter has some changes to accomodate better returning debt options

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Research Reports
PrimeInvestor Research Team

Quarterly review – changes in Prime Funds, our fund recommendations

Prime Funds is the list of funds that we recommend. This fund list uses Prime Ratings as a first filter, over which we analyse portfolios, strategy, market scenario and much more. Here’s what we aim for, in Prime Funds: To have a range of investment styles. This is important, because as we have stressed many …

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review
Research Reports
PrimeInvestor Research Team

Quarterly review – Changes in buy/ sell/ hold calls in our fund review tool

In this second part to our review cycle updates, we’re discussing changes we have made in our mutual fund review tool. In this tool, we give our call on funds – buy, sell, or hold. You can use this tool when reviewing your mutual fund portfolio or for funds where you’re curious about what we …

Quarterly review – Changes in buy/ sell/ hold calls in our fund review tool Read More »

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