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.
It appears to be ETF season now with many AMCs lining up or launching ETFs. ICICI Pru AMC’s new ETF launch aims to mirror the Nifty Alpha Low Vol 30 index. This multi-factor index combines the long-term benefits of containing downsides (through low volatility factor) along with higher returns (through high-alpha stocks).
“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.
You’re hooked on gold. The 54% 1-year gold returns leaves equity in the dust. There is a new sovereign gold bond issue that’s open now.
In this Q&A article, we’ll cover two questions – no, they are not related. Just that they are interesting questions and which you may relate
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.
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 …
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 …
Our quarterly review and changes to our Prime Portfolios for the June quarter has some changes to accomodate better returning debt options
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 …
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 …