Fund recommendations to play 3 themes that make for timely investments today and yet don’t bring the high valuation risk that comes with overheated themes.
There are five new fund additions across equity, debt and hybrid in this quarter’s review.
We’ve made one change to our suite of readymade portfolios this quarter. Find out more in this report.
We’ve kept changes to a minimum in this quarterly review. Find out more in this detailed report.
What is front running and how does this news impact your investments – Find out here!
‘Opportunities’ funds pick sectors and stocks that are in special situations or are turning around or can benefit from a change in regulation etc. Two of these funds figure in Prime Funds. Find out why in this report.
Learn all about the new fund category we added to Prime Funds – ‘Equity – high-risk turnarounds’, and the funds that belong to this category.
In this quarterly review, we have added a new set in equity Prime Funds, and have made a few other changes in recommendations.
Quarterly review and changes to Prime Portfolios – a set of eighteen unique portfolios that meet several investor timeframes and needs.
The HDFC Nifty Realty Index fund NFO closes on March 21, 2024 and is an open-ended passive fund that replicates the Nifty Realty Index. Does it suit you? Find out in this review.
A performance review of Prime Portfolios – our readymade portfolios – and changes we’ve made this quarter.
In this quarterly review of Prime Funds and Prime ETFs, we have made very few changes. Nevertheless, stay updated!
The purpose of these disclosures is to provide essential information about the Research Services in a manner to assist and enable the prospective client/client in making an informed decision for engaging in Research services before onboarding. History, Present business and Background: PrimeInvestor Financial Research Private Limited is registered with SEBI as Research Analyst with registration no. INH200008653. The Research Analyst got its registration on August 19, 2021 and is engaged in offering research and recommendation services. Terms and conditions of Research Services: The Research Services will be limited to providing independent research recommendation and shall not be involved in any advisory or portfolio allocation services. The Research Analyst never guarantees the returns on the recommendation provided. Investor shall take note that Investment/trading in stocks/Index or other securities is always subject to market risk. Past performance is never a guarantee of same future results. The Research Analyst shall not be responsible for any loss to the Investors. Disciplinary history: There are no pending material litigations or legal proceedings against the Research Analyst. As on date, no penalties / directions have been issued by SEBI under the SEBI Act or Regulations made there under against the Research Analyst relating to Research Analyst services. Details of its associates: No associates. Disclosures with respect to Research and Recommendations Services: The Research Analyst or its directors or any of its officer/employee does not trade in securities which are subject matter of recommendation. There are no actual or potential conflicts of interest arising from any connection to or association with any issuer of products/ securities, including any material information or facts that might compromise its objectivity or independence in the carrying on of Research Analyst services. Such conflict of interest shall be disclosed to the client as and when they arise. Research Analyst or its directors or its employee or its associates have not received any compensation from the company which is subject matter of recommendation. Research Analyst or its directors or its employee or its associates have not managed or co-managed the public offering of any company. Research Analyst or its directors or its employee or its associates have not received any compensation for investment banking or merchant banking of brokerage services from the subject company. Research Analyst or its directors or its employee or its associates have not received any compensation for products or services other than above from the subject company. Research Analyst or its directors or its employee or its associates have not received any compensation or other benefits from the Subject Company or 3rd party in connection with the research report/ recommendation. The subject company was not a client of Research Analyst or its directors or its employee or its associates during twelve months preceding the date of recommendation services provided. Research Analysts or its directors or its employee or its associates has not served as an officer, director or employee of the subject company. Research Analysts has not been engaged in market making activity of the subject company.
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Compliance Officer Details: Name: Srikanth Meenakshi; Email: contact@primeinvestor.
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