PrimeInvestor - Articles and Reports

High-return opportunities don’t end with mid-cap and small-cap funds
Is your fund’s category telling you the whole story?

What Is Alpha in Mutual Funds? Understanding Alpha vs Beta in Investing
Before expecting 15% returns, understand the ABC of equity investing.

Prime Review: Should you invest in a Hybrid Index Fund?
Edelweiss recently made headlines when it announced the launch of a hybrid index fund. Soon after, Zerodha also announced its hybrid index fund. Both funds

Long-Short SIFs – Derivative Strategies
With new SIF launches underway, how exactly do their derivative strategies work in practice?

Prime Fund Recommendation: A Balanced Advantage Fund that has proven its mettle
A lower-volatility balanced advantage fund built for stable, tax-efficient growth.

Inside the House: Helios AMC
Does a pedigree-driven AMC translate process discipline into long-term performance?

Quarterly review – Changes to Prime Funds, Prime ETFs & Prime Portfolios
This quarter’s review includes a few changes in debt Prime funds.

Prime Funds performance in 2025
Discover how our fund recommendations held up in a year like 2025.

Inside the House: WhiteOak AMC
A new fund house built on veteran leadership and a distinct investing playbook.

How to Invest in GIFT City? Eligibility, Tax Benefits & Investment Options Explained
Looking to invest globally while staying in India? GIFT City lets you do just that—with relaxed rules and tax advantages.

