Recommendations Archives - Page 5 of 7

Recommendations

Quarterly review – changes to Prime Funds, our fund recommendations

If there’s one trend that equity funds don’t seem to be shaking off soon, it is the performance divergence. Over the past few review cycles, we have been highlighting how up-and-coming funds have soared well past the earlier steady performers. Taking stock of the underperformers, the nature of market movements, and returns we have made some key changes to our equity funds in this review cycle.

PrimeInvestor Research Team April 6, 2022 15 Comments

Mutual funds & ETFs

NFO Review: DSP Global Innovation Fund of Fund

It is at this juncture, that DSP AMC has chosen to launch an NFO – the DSP Global Innovation Fund of Fund. And we think this NFO is trying to partly answer the above questions you have.

Vidya Bala January 27, 2022 22 Comments

credit risk fund, best mutual fund, Prime Funds

Mutual funds & ETFs

Prime recommendation: A credit risk fund to tap better returns

Up until recently, we tended to avoid funds with any level of credit risk let alone pure credit risk funds. The domino effect of the 2018 IL&FS saga on other issuers, funds themselves trying to clean up their portfolios, the risk that the lockdowns imposed on corporate credit quality and the like kept us wary of entering the space.

Bhavana Acharya January 18, 2022 11 Comments

Performance review and quarterly changes

Mutual funds & ETFs

Prime portfolios – Performance review and quarterly changes

Prime Portfolios are a set of 19 unique portfolios that meet over 30 different investor needs, aspirations, and timeframes. You will find them under the head Ready-to-use-portfolios (listed in the Recommendations menu, post login). With Prime Portfolios completing close to 2 years, we are now presenting the performance of some of the key portfolios in this article.

PrimeInvestor Research Team January 9, 2022 7 Comments

Mutual funds & ETFs

Prime Recommendation: A debt fund portfolio for long-term holdings

Today, we’re going a step further and drawing up a debt fund portfolio you can use for a specific timeframe – and that is a timeframe that’s 3 years and longer.

Bhavana Acharya December 2, 2021 28 Comments

Nippon India Taiwan Equity Fund, chip shortage

Mutual funds & ETFs

NFO Review: Nippon India Taiwan Equity Fund – ride the chip shortage

The Nippon India Taiwan Equity Fund will invest in the new Taiwan dollar (NRD) currency. It is noteworthy that this currency has appreciated by about 5% annually against the rupee over a 10-year period.

Vidya Bala November 25, 2021 8 Comments

Mutual funds & ETFs

Fund review: For a bite of the IPO action

India’s IPO market has been throwing up many money-making opportunities lately. But for retail investors trying to get in on a piece of the action, bidding in IPOs is a frustrating exercise. But if you’re set on investing in IPOs, here’s a workaround through the mutual fund route.

Aarati Krishnan November 16, 2021 8 Comments

Mutual funds & ETFs

Prime Recommendation: A fund to move with the market

With the Sensex hurtling past the 60,000-mark and showing few signs of slowing down, you may be getting increasingly jittery about stock markets. If you’re wondering where in this market to invest and how to move with the market, then we have an option.

Bhavana Acharya October 19, 2021 8 Comments

Bonds & Deposits

How to play the SDL bond opportunity?

How to play the SDL bond opportunity?
It’s not an easy life for fixed income investors looking to earn decent yields today. With RBI regularly mopping up government securities through its G-SAP programme and also reining in yields on new issues, the 10-year government security has been caught in a range of 5.8 to 6.3 per cent for the last one year, despite elevated inflation.

Aarati Krishnan September 21, 2021 26 Comments

Recommendations

Prime Recommendation: The best fund in the balanced advantage category

The balanced advantage category (called the balanced advantage/dynamic asset allocation category or BA/DAA) has received a lot of attention, after a whopping collection of Rs 12,000 crore by SBI Balanced Advantage during its recent NFO. This category is mostly seen as one that delivers equity returns with less risk or one that can be used as an income generation option – neither of which are quite right. In this report we get into detail about one of our already recommended funds in this space, while also explaining when and how to use a fund in this category.

Vidya Bala September 14, 2021 25 Comments

Mutual funds & ETFs

NFO Review: Mirae Asset S&P 500 Top 50 ETF and FOF

Mirae Asset S&P 500 Top 50 ETF and FOF is a new NFO to hit the market, as part of this passive pipeline that will invest in the ETF. Does this index make for a good portfolio addition?

Bhavana Acharya September 7, 2021 19 Comments

Mutual funds & ETFs

Prime Recommendation: A fund to ride the credit risk space

At PrimeInvestor, we did not add any debt fund in the credit risk space when we started out in 2020. And even when a fund we recommended held partial credit risk, we made sure we classified them as high risk-long term. We did not pick any fund from the credit risk category as funds were busy segregating their bad assets.

Vidya Bala August 10, 2021 19 Comments

PrimeInvestor - Articles and Reports

Quarterly review – changes to Prime Funds, our fund recommendations

NFO Review: DSP Global Innovation Fund of Fund

Prime recommendation: A credit risk fund to tap better returns

Prime portfolios – Performance review and quarterly changes

Prime Recommendation: A debt fund portfolio for long-term holdings

NFO Review: Nippon India Taiwan Equity Fund – ride the chip shortage

Fund review: For a bite of the IPO action

Prime Recommendation: A fund to move with the market

How to play the SDL bond opportunity?

Prime Recommendation: The best fund in the balanced advantage category

NFO Review: Mirae Asset S&P 500 Top 50 ETF and FOF

Prime Recommendation: A fund to ride the credit risk space

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