Research Reports
PrimeInvestor Research Team

Quarterly review – what’s new in Prime ETFs, our ETF recommendations

Prime ETFs is the list of ETFs that we recommend. This ETF list features both broad-market and thematic indices. We have only added ETFs in this quarter.

Research reports such as this from PrimeInvestor are available to subscribers only. Please subscribe now to access this report. If you are already a subscriber, please log in to read.

Read More
investing internationally
General
Aarati Krishnan

Investing internationally – How important is it for investors in India?

These days, investors in India have an increasing number of options for investing internationally (global funds, feeder funds, overseas indices, and even direct stocks!). So, it’s not surprising that a lot of you are beginning to wonder if you need to add international exposure to your portfolio. Let’s see if it is necessary to diversify into international markets. And if yes, should it be through stocks or mutual funds.

Read More
prime funds
Mutual funds & ETFs
PrimeInvestor Research Team

Quarterly review – changes in Prime Funds, our mutual 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. Many of you have asked us how we differ from the various MF recommendations out there in the market. The changes we have made in this review cycle are here.

Research reports such as this from PrimeInvestor are available for subscribers only. Please subscribe now to read this report. If you are already a subscriber, please login to read this report.

Read More
Research Reports
PrimeInvestor Research Team

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

In the first of our series on quarterly review & updates, we are covering some of the key changes in our buy/hold/sell calls in our MF Review Tool. When you do so, please make sure you specifically choose the plan that you hold – direct or regular – as our calls may change in some cases between plans of the same fund.

Premium content from PrimeInvestor is available only to subscribers and active trial-users.
Please subscribe to PrimeInvestor or register for FREE!

If you are already a subscriber, please login to see this page.

Read More
Expense ratio
Mutual funds & ETFs
Vidya Bala

MF direct plans vs regular plans – Expense ratios investigated

Which categories of funds have unusually high expense ratio? Should you avoid them – be it regular or direct? In which categories of funds is the TER difference between regular and direct too high? And are you better off staying with direct in such categories?

Read More
NPS Taxation
NPS
Aarati Krishnan

Untangling NPS taxation

NPS Taxation rules change as often as the weather and are infinitely complicated. Here’s an attempt to demystify them.

Read More
Accrual
Mutual funds & ETFs
Vidya Bala

What are accrual and duration strategies in debt? – Part I

When you choose funds, knowing risks alone may not be sufficient. You need to understand debt fund strategies. You will broadly know the following in this article
– What is accrual strategy
– Which categories follow accrual or a hybrid model
– How you can use accrual funds

Read More
UTI AMC IPO
Stocks
Aarati Krishnan

Should you subscribe to the UTI AMC IPO?

The Initial Public Offer (IPO) of UTI AMC is hitting the markets today and will close on October 1. This offer of 3.89 crore shares to the public is made up entirely of sale of shares by UTI’s key shareholders – SBI, LIC and Bank of Baroda. In addition, T Rowe Price International Ltd, a long-standing global investor in UTI and PNB a sponsor, are also selling a small part of their holdings. UTI AMC will not receive any capital infusion from these divestments.

Premium content from PrimeInvestor is available only to subscribers and active trial-users.
Please subscribe to PrimeInvestor or register for FREE!

If you are already a subscriber, please login to see this page.

Read More
NPS Asset classes
NPS
Aarati Krishnan

How to plan asset classes for your NPS portfolio

When investing towards long-term goals such as retirement, your final returns are decided more by your asset allocation than by your choice of products or fund managers. That’s why one of the most important decisions you’ll make on your NPS account is this one – in what proportion you’ll divide your annual contributions between equities, bonds and the rest.

Premium content from PrimeInvestor is available only to subscribers and active trial-users.
Please subscribe to PrimeInvestor or register for FREE!

If you are already a subscriber, please login to see this page.

Read More
Mutual funds & ETFs
Bhavana Acharya

Should you worry about AMC concentration in your portfolio?

When you have too much of your portfolio invested in fund(s) of a single AMC, you’re concentrated towards an AMC. So you might think. But it’s not that cut-and-dried. AMC concentration risk comes in only when the funds are of a similar type or when you have too much of your portfolio in a single fund.

Read More
Login to your account