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.

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Mutual funds & ETFs
PrimeInvestor Research Team

SEBI’s new rule on market-caps in multi-cap funds – what it means for you

As per this new SEBI multicap rule, a multi-cap fund should allocate 25% each at the minimum to smallcap, midcap and largecap stocks. This is a sea change from the current scenario where multicap funds could have any allocation they wished to, based on their outlook on the market.

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Mutual funds & ETFs
Bhavana Acharya

Should you run an SIP in debt funds?

SIPs have become a byword in mutual fund investing. The touted benefits are many, from avoiding market timing errors to averaging costs lower to investing small amounts. Does an SIP in debt funds also tick all these boxes?

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Mutual funds & ETFs
Bhavana Acharya

Prime Recommendation: A thematic fund that actually diversifies your portfolio

Thematic funds need timing, in entry and exit. They’re there to kick portfolio returns up a few notches. They’re useful in capitalising on pockets of opportunities. Now, what if there was a thematic fund that turned this on its head?

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Mutual funds & ETFs
Bhavana Acharya

Using MF returns data: the right ways

Among the many queries we get, one that features frequently is why we have one fund recommended when another is doing well, or whether you can move from one fund to another that’s doing better. And that’s a great way to look at fund returns because a fund that’s able to beat both market and peers is a good one to have.

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MF Returns data
Mutual funds & ETFs
Bhavana Acharya

Using MF returns data: the wrong ways

There are several ways to look at MF returns data, and not all of them are correct. And investors – novice to seasoned – often make mistakes in this regard. Many a time, they look at wrong data or look at right data and draw wrong conclusions.

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Mutual funds & ETFs
Vidya Bala

Arbitrage funds vs liquid funds – which one to invest in?

Arbitrage funds and liquid funds are very different products although their returns are quite comparable. The difference between the spot and futures market is largely a reflection of the short-term interest rate. The additional returns in arbitrage, if any, come from the mispriced opportunities. In the absence of volatility, a liquid fund may provide better returns.

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