changes in Prime Funds
Research Reports
PrimeInvestor Research Team

Quarterly review – changes in Prime Funds, our mutual fund recommendations

If you have noticed the portfolios of dynamic asset allocation funds with a fundamental-only driven model, you will see them sporting net equity holdings of under 40% now. In a market where over 40% of the stocks have a price earnings ratio of over 50 times or no PE at all (i.e., the company is loss-making), dynamic asset allocation funds can draw little comfort in holding higher allocation to equity. 

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HDFC Developed World Indexes FOF
Categories
Bhavana Acharya

NFO Review: HDFC Developed World Indexes FOF

This is the HDFC Developed World Indexes FOF, a fund that aims to track the MSCI World index. What’s this index, how does the fund plan to track it, and does it fit a portfolio? Let’s dig in.

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MF Review Tool, FAQ on MF Review Tool
Mutual funds & ETFs
Bhavana Acharya

Prime Q&A : Your questions on the MF Review Tool

Our MF Review Tool is among the most oft-used products on our platform. In this tool, we give you buy/sell/hold calls on funds, along with a reasoning for the call. Where we give sell calls, we also direct you to the section in Prime Funds that’s the closest comparable to the ‘sell’ fund. Now, all this is fairly straightforward.

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steel stocks, steel sector results, sector review, steel sector results review
Categories
N V Chandrachoodamani

Steel Stocks – Hot and Shining!

For the first quarter of FY-22 listed steel stocks have generated profits that are already three-fourth that of the full year ending FY-21. The sector has thus stood out for its June quarter earnings, the 2nd wave of Covid lockdown and drop in consumption notwithstanding. Higher prices and export opportunities buttressed earnings despite a drop in domestic sales. 

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Franklin Judgement
General
PrimeInvestor Research Team

Franklin judgement – What’s said and what’s left unsaid

SEBI has come out with its order regarding l’affaire Franklin Templeton debt funds. The 100-page document is categorical in its indictment of the AMC and the ways in which these debt funds were managed. 2 messages are clear from the order: One, investor protection is paramount to the regulator. Two, fund managers and AMCs cannot take their fund management responsibility lightly.

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debt funds
Mutual funds & ETFs
Bhavana Acharya

Which debt funds to hold now and other questions, answered

Debt funds are back to worrying many of you. Returns are dipping, there’s a lot of talk on yield movements both at home and in the US, there’s the question of where rates will head now. Over the course of the past several weeks, we have fielded several questions from you on what this means and what you should be doing with your debt funds.

We’ve written extensively on the developments in the debt space in different articles. But here’s answering the questions that appear to worry you the most.

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target maturity
Mutual funds & ETFs
Vidya Bala

2 target maturity government bond fund NFOs – Should you invest?

Target maturity funds invest with a stated maturity and pay you back when the maturity is reached. You can call them an FMP but one that is open-ended and takes fresh inflows and outflows.
With yields beginning to move up, more funds are now beginning to talk about ‘roll down strategy’ or a strategy where a maturity date is fixed thereby ensuring that the portfolio’s average maturity steadily falls as it nears maturity. For example, a 2027 target date fund will have a 6-year maturity now and a 5-year maturity in 2022 and so on, until the maturity reduces to near zero in 2027.

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hybrid funds
Commentary
Vidya Bala

Hybrid funds: Should you invest in them?

“Can I invest in hybrid funds” is a question that we often get. Ranging from the aggressive equity-oriented funds to arbitrage funds, the broad term is ‘hybrid’. We have already discussed some of the key categories of hybrid funds in our earlier articles.
However, this one will cover all of them in a single essay and let you know when and whether you need them.

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debt funds
Mutual funds & ETFs
Vidya Bala

Why your debt funds have negative returns and what to do

Most of you are now comfortable with the fact that gilt funds can deliver negative returns in the short to medium term when rates move up. We have also written about it here. But the negative return prevalent in the past month or so, across most debt fund categories has troubled many of you.

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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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