Mutual funds & ETFs
Bhavana Acharya

Prime Recommendation – An ETF for uncertain markets

The Nifty 50 has rallied 16% in 1 year, the Nifty 50 PE is breaking past peaks, and you’re worried that this may be the end of the party and that you may miss further rallies if it isn’t the end. In uncertain markets like these, there’s a great option to both contain losses and generate returns.

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Mutual funds & ETFs
Vidya Bala

Outlook 2021 – Equity

The Nifty 50 has rallied 84% (March 2020 lows to Dec-20) in just nine months and the rally has been driven mainly by a global liquidity surfeit. Therefore, forecasts and estimates go that extra mile only to get more erroneous than they usually are. Given this strange combination of heady markets and uncertainty, we decided that …

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Bonds & Deposits
Aarati Krishnan

Outlook 2021: Debt & Gold

Forecasting is a tricky business and 2020 showed how Black Swans flying at you out of nowhere can make you look foolish. But looking back at the debt outlook and strategy we recommended a year ago, we’re glad we erred on the side of caution.

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Prime Funds
Mutual funds & ETFs
PrimeInvestor Research Team

2020 – How our Prime Funds performed

For us here, at PrimeInvestor, it’s time to evaluate ourselves and see how we did and how our recommendations fared. And the primary yardstick we use to do so is to see how our Prime Funds performed, with respect to benchmarks and category averages.
In the stock market, even as the year closed out with gains, it is better classified as an abnormal year driven by liquidity. Such markets can be deceptive. It is best not to draw long-term lessons from this year! In the debt market, we saw policy rates crash below earlier floors. Returns soared for some categories, other funds fell to credit risks.

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HDFC Housing Opportunities fund
Mutual funds & ETFs
Vidya Bala

Should you hold or exit HDFC Housing Opportunities Fund?

HDFC Housing Opportunities Fund, a closed ended thematic fund, launched in December 2017. It sought to invest in housing and all other allied sectors including financing as the sectors looked attractive then. The fund has a mandate to invest at least 80% in its primary theme and up to 20% outside its stated theme.

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Mutual funds & ETFs
PrimeInvestor Research Team

Franklin India case – what you should do now

In line with the judgement delivered by the Karnataka High Court, the Supreme Court has directed the Franklin India AMC to seek unitholders’ approval to wind up the schemes. The future of the schemes in the Franklin India case depends on the vote. So what is the vote about, and how should you vote?

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ration inflows
Mutual funds & ETFs
Aarati Krishnan

Should funds ration your investments?

As the stock indices defy gravity to soar past earlier highs, AMCs are back to using a time-tested ploy to manage their flows – rationing your investments.

Mirae Asset has just drastically slashed the monthly SIPs it will allow into its Mirae Asset Emerging Bluechip Fund from Rs 25000 to Rs 2500 from November 6. SIPs and STPs registered earlier will be allowed to continue, but new registrations will need to be capped at Rs 2500. The scheme had already put a stop to all lumpsum investments from October 2016 and capped its SIPs at Rs 25000 a month in November 2017. This is a rare instance of a large and mid-cap equity fund regulating inflows, but such rationing is a common practise with small-cap funds.

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flexi-cap
Mutual funds & ETFs
Vidya Bala

What the new flexi-cap fund category means to your funds

The new flexi-cap fund category recently announced by SEBI will mitigate the risk of many multi-cap funds being forced into buying to mid & small cap stocks. The definition of the flexi-cap category is quite open-ended now. The circular requires flexi cap funds to hold least 65% of their portfolio in equity and equity-related instruments to be flexi cap.

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Mutual funds & ETFs
Bhavana Acharya

PrimeInvestor Recommendation: A low-risk, low-tax option for short-term holdings

When you have a holding period that is less than 3 years, your options are limited. Because this short period gives very little room for risk, pure equity is out of the question. But in debt funds, though returns may be reasonable, taxation for a less than 3-year period cuts into return. Equity savings funds fit this gap.

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