These versatile hybrid funds fit different needs. Here’s how you can use them, and 3 funds with different risk levels for you to choose from.
In this quarter’s review of our recommendations, we have made 6 fund additions and removed a few funds from Prime Funds. There are also a couple of changes to Prime ETFs.
While this sector is currently in a consolidation zone, it’s a good time to begin loading up as factors for a recovery are starting to line up.
Propelled by economic growth, along with signs of recovery, the underlying theme of this fund makes for a good long-term option now.
A few changes in portfolios to capitalise on debt yield and the current market rally
In this quarter’s review of our recommendations, we have made 3 fund additions and a few removals from our Prime Funds and ETFs Prime ETFs list.
Mid and small-cap funds form a part of a long-term portfolio to boost overall portfolio returns. But there are times when these market-cap segments underperform for various reasons. The small-cap index spent much of nearly two years languishing behind the Nifty 50. This is now changing, serving up a good opportunity to focus on the small-cap segment.
Getting into a sector when the going is rough can pay off as kinks get ironed out and prospects look up. The complexity of this sector, along with other factors, has led to steep underperformance against the Nifty 50. But with more clarity now emerging on sustainable growth from here as well as a shift in the contours of the sector, this may be an opportune time to build up exposure to this beaten-down sector.
Multi-asset allocation funds as a category are not easy to use. With funds in the category having the freedom to swing drastically between asset classes, the aspects to consider range from how asset allocation calls are taken, how much the allocation changes, whether this translates into returns, and finally what the taxation is going to be.
Prime Funds is our list of recommendations in equity, debt, and hybrid mutual funds that are worth investing in. Prime Funds narrows down your choices from the thousands of funds that there are, into a concise list of funds that span different styles. Prime Funds are selected based on performance, portfolios, and investment strategies.
In this quarter’s review, we have made limited additions to our list of Prime Funds but have some updates to give on performance of the existing funds. We also suggest buckets that are worth entering now. So do read it!
If there is one thing that has dominated the new fund offer space, and your collective interest, it is target maturity funds. Over the past year, the debt market has dealt with a swift rise in interest rates and we have issued multiple strategies to alert you on opportunities that presented themselves.
The Nifty Next 50 houses the 50 top companies by market capitalisation, after the Nifty 50. This index caught the limelight over the past month for featuring a handful of the Adani group stocks.
As we had pointed out a couple of weeks ago in our write-up on Adani stocks and index funds, the presence of a few shaky stocks in an index is not reason enough to exit it. But even before the Adani-fuelled upheaval, the Nifty Next 50’s once-outstanding performance was being eroded.
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