PrimeInvestor - Articles and Reports

Prime fund recommendation - a beaten down sector to pick up now
Mutual funds & ETFs
Vidya Bala

Prime Fund Recommendation: A beaten-down sector to pick up now

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.

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Prime Fund Recommendation: A multi-asset fund for long-term portfolios
Mutual funds & ETFs
Bhavana Acharya

Prime Fund Recommendation: A multi-asset fund for long-term portfolios

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.

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Quarterly Review - changes to recommendations in Prime Funds and Prime ETFs
Mutual funds & ETFs
PrimeInvestor Research Team

Quarterly review – Changes to recommendations in Prime Funds and Prime ETFs

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!

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Debt funds for double indexation and high returns
Mutual funds & ETFs
Bhavana Acharya

Debt funds for double indexation and high returns

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.

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Nifty Next 50 - what should you do with your investments?
Mutual funds & ETFs
PrimeInvestor Research Team

Nifty Next 50 – what should you do with your investments?

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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Prime recommendation: Commodity and the rise of the old economy
Recommendations
Vidya Bala

Prime Recommendation: Commodity and the rise of the old economy

In March 2021, our call on the commodities fund we added panned out well. But we decided to issue a book profit call in June 2022, as we wanted to preserve some of the profits given the cool off that was visible then in commodity prices.
And as anticipated, commodities cooled off a fair bit globally. Triggered by inflation-driven rate hikes and recession fears, pre-emptive physical destocking (reducing inventories anticipating higher cost of holding inventories) resulted in lower prices. The traded Goldman Sachs Commodity index graph below will tell you that our call was largely in line with this index’s move.

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Quarterly review: Prime Portfolios performance review & quarter changes
Mutual funds & ETFs
PrimeInvestor Research Team

Quarterly Review: Prime Portfolios performance review & quarter changes

Prime Portfolios are a set of 19 unique portfolios that meet over 30 different investor timeframes and needs. Prime Portfolios are listed under Ready-to-use-portfolios in the Recommendations dropdown. These portfolios primarily use mutual funds, but where there are better-suited products such as deposits or government schemes, the portfolios include those as well.

We review these portfolios every quarter and make changes to remove underperformers or to include any new investment opportunity or product that may come by. At the end of each year, we review the performance of key portfolios, in addition to discussing the changes we make.

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Quarterly review - Changes to recommendations in Prime Funds and Prime ETFs
Mutual funds & ETFs
PrimeInvestor Research Team

Quarterly review: Changes to recommendations in Prime Funds & Prime ETFs

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 added to equity funds to play themes that are ripe and made changes to the hybrid recommendations to include better return options. We have made minimal changes to our debt fund recommendations.

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Prime Funds performance in 2022
Mutual funds & ETFs
PrimeInvestor Research Team

Prime Funds performance in 2022

The close of another year means that it’s the time we review how our recommendations have done. We published our Prime Stocks report card a few days ago. In this instalment, we cover Prime Funds performance in 2022

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Use this passive fund for your large-and-midcap exposure
Recommendations
Bhavana Acharya

Use this passive fund for your large-and-midcap exposure

A few weeks ago, we had written in detail the categories in which we think passive funds have become a necessity to keep your portfolio returns stable; even if you hold active funds. We made this call as performance of active funds were becoming relatively more inconsistent, in a few key categories.

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Quarterly update – changes made to Prime Portfolios
Recommendations
PrimeInvestor Research Team

Quarterly update – changes made to Prime Portfolios

Prime Portfolios are a set of 19 unique portfolios that meet over 30 different investor timeframes and needs. Prime Portfolios are listed under Ready-to-use-portfolios in the Recommendations dropdown. These portfolios primarily use mutual funds, but where there are better-suited products such as deposits or government schemes, the portfolios include those as well.

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Quarterly review – changes to recommendations in Prime Funds & Prime ETFs
Recommendations
PrimeInvestor Research Team

Quarterly review – changes to recommendations in Prime Funds & Prime ETFs

Prime Funds narrows the choice of the thousands of funds out there in the market into a list of 50-60 funds that you can pick from to invest. This quarter we have made some additions to gain from the renewed strength that the equity market is exhibiting, the recession fears in the US notwithstanding. There are some additions in the debt space as well, as yields moved up.

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