Markets
PrimeInvestor Research Team
December 7, 2023
No Comments
Mutual funds & ETFs
Podcast : 10 reasons to try the Portfolio Review Pro today!
Special bonus episode of the PrimeInvestor podcast hosted by Srikanth Meenakshi.
PrimeInvestor Desk
August 17, 2023
2 Comments
Commentary
Podcast : Sector Funds, Foreign investments in India, Startups & more!
Prime Podcast S01 Ep03.
In this third episode of the PrimeInvestor podcast, we delve into sector funds and the latest news events that have a significant impact on the markets and your investments.
PrimeInvestor Research Team
July 2, 2023
3 Comments
Mutual funds & ETFs
SEBI sees through AMCs’ games – How the new MF proposals will impact you
Last week, we made a quiet note about SEBI’s consultation paper on mutual funds in the PrimeInvestor Community. A consultation paper solicits opinion from the public on proposals mooted by the regulator, along with rationale for such proposals. Do note that these are proposals and have not been implemented.
Vidya Bala
May 23, 2023
6 Comments
Markets
The many facets of front-running and insider trading
SEBI (Securities Exchange Board of India) has levelled charges of front-running against two big institutions that may Indians are invested with – LIC and Axis Mutual Fund. Front running and its close cousin – insider trading – were quite widely prevalent in the days of yore, before SEBI drafted elaborate regulations to keep such practices at bay. But what do today’s investors need to know about these malpractices? Here’s an explainer.
R Balakrishnan
May 11, 2023
1 Comment
Mutual funds & ETFs
Tax changes in mutual funds: How to manage your investments now
Changes in tax rules at the end of a financial year is not something that you routinely expect. And not when it is a sweeping change on taxation in your mutual fund! In this article, we are going to discuss the tax changes in mutual funds in 4 parts:
One, the changes effective April 1, 2023 and the categories impacted
The tax impact for you and what you can do to plan better
What should you do with your existing investments?
How should you plan your fresh investments?
PrimeInvestor Research Team
March 27, 2023
38 Comments
Commentary
Adani stocks and index funds: cause for concern?
After the Hindenburg bombshell tanked Adani stocks, the faith that some investors placed in index investing seems to have been shaken. With the Nifty 50 and Nifty Next 50 featuring seven Adani group stocks between them, PrimeInvestor received many queries soon after the news broke.
Aarati Krishnan
February 23, 2023
13 Comments
Mutual funds & ETFs
5 reasons to avoid PSU ETFs
The list of top performing equity funds for the past year features a couple of unusual entries. With a return of 18-21 per cent, CPSE ETF (managed by Nippon India Mutual Fund for the government of India) and the Bharat 22 ETF (managed by ICICI Prudential Mutual Fund) are top rankers among equity funds.
This has many investors asking if they should add these passive funds to their portfolio. The portfolios of CPSE and Bharat 22 ETFs are made up of the PSU oil, energy and financial giants which are the flavour of the season. These ETFs’ costs are ultra-low because they are used as divestment vehicles. Both ETFs would also seem to be ‘value buys’ if you go by their ultra-cheap valuations. The CPSE ETF trades at a portfolio PE of 7 times and Bharat 22 ETF at about 11 times. This is a fraction of the current Nifty50 PE at over 21 times.
But does this make them worth betting on? There are five good reasons for long-term stock investors to steer clear of these ETFs.
Aarati Krishnan
January 17, 2023
5 Comments
General
Why you shouldn’t fall for ESG pitches
“Why are the so-called expert investors in India so disinterested in ESG funds?”. A young investor asked me this question at a recent event and it gave me food for thought. It is true that at PrimeInvestor, we are not fans of ESG investing either. We don’t go out of our way to cover ESG funds or ‘green’ bonds and deposits, unless they offer great returns.
Aarati Krishnan
December 18, 2022
3 Comments
Mutual funds & ETFs
ULIP vs. Mutual Fund – where should you invest?
As far as investment products go, ULIPs (short for Unit Linked Insurance Products) have the reputation of being the ‘bad boys’. While investor wariness toward ULIPs in their earlier avatar was justified, they have evolved since their pre-2010 days following changes made by IRDAI. However, ULIPs have still not entirely managed to shake off their reputation. In this article, we pit the present day ULIP vs. mutual funds – and compare them on parameters such as their function, how they invest your money, liquidity, expenses and tax treatment and see how they stack up.
Pavithra Jaivant
December 15, 2022
5 Comments
General
Mutual funds vs PMS – Pros and Cons
For investors who can write a single cheque of Rs 50 lakh or more, Portfolio Management Services (PMS) have emerged a popular vehicle for investment into equities. In effect, PMS is identical to investing directly in shares, the main difference being that you have given absolute power to the PMS agency to buy/sell shares on your behalf and your portfolio choices are left to them.
R Balakrishnan
October 25, 2022
15 Comments
Bonds & Deposits
Have short term money to park? Here’s a cast iron option
Lately, it is not just India’s stock market that has been hopping all over the place like an impatient child. The bond market has been doing it too! India’s 10-year government bond yield, which sets the benchmark for all other debt instruments, climbed vertically from 5.8% in July 2020 to 7.61% in June 2022. But after that, it has been unable to make up its mind on whether to climb higher or pause for breath.
Aarati Krishnan
October 6, 2022
15 Comments