Which ETFs can be part of your portfolio?, ETFs
Premium
Bhavana Acharya

Which ETFs can be part of your portfolio?

The world of passive investment options is a growing one, and the ETFs available now number over 100. 

Because passive investing has gained such a name for itself, you may think that anything passive is a great investment. No. There are ETFs which make good investments and those that do not, just like with active funds. 

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6 investment styles – which one suits you?
Stocks
Aarati Krishnan

6 investment styles – which one suits you?

Apart from the fund manager’s skill, a hidden factor that explains such return differences is the investment styles in which each fund is managed. Right now, many of the funds that have managed to top the charts with a 16% return are value-style funds, while the laggards are growth-oriented ones. 

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lumpsums in Motilal Oswal
Categories
PrimeInvestor Research Team

No lumpsums in Motilal Oswal’s US index funds – what should you do?

Over the weekend, Motilal Oswal AMC has taken a couple of steps that affect investments in its US-based index funds. In this note, we explain what these steps are and how they affect your investments and our own recommendations.

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How to invest in debt funds
Categories
Vidya Bala

Prime Strategy: How to invest in debt funds now?

Prime Strategy: How to invest in debt funds now?
If you had invested in an ultra-short debt fund like Axis Treasury Advantage 3 years ago, your returns would be 7.3% CAGR now. Not bad at all by today’s standards, right? If you invested in the same fund 2 years ago in November 2019, your returns would be 6% – still not terrible. But what if you had invested in this fund just a year ago?

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de-risk your equity funds, de-risk
General
Aarati Krishnan

5 ways to de-risk your equity funds, without cashing out

one good way to de-risk your equity fund portfolio from a market fall would be to switch from funds following a momentum style of investing to those following a value or contrarian style or funds with a value-oriented approach. Value funds typically buy fundamentally sound companies that trade at a discount to their intrinsic value in the markets.

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SDL bond opportunity
Categories
Aarati Krishnan

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. 

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balanced advantage funds for SWPs
Categories
Bhavana Acharya

Should you use balanced advantage funds for SWPs?

Balanced Advantage Funds for SWPs – Last week saw the NFO of SBI Balanced Advantage Fund close – and collect a whopping Rs 14,500 crore. That puts it in third place, in terms of size, in the balanced advantage/dynamic asset allocation category. A lot of the attraction here for investors, seeded by the distributors and the fund itself, centered around the scheme’s ability to offer monthly income.

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fmp
Mutual funds & ETFs
Vidya Bala

3 reasons why you should not rollover your FMPs now

A recent addendum by Aditya Birla Sun life suggested that investors rollover some of the AMC’s FMPs that are maturing. The reason was that given the low-rate scenario, investors are unlikely to get good interest rates outside once they exit. And that staying invested would provide indexation benefit for capital gains and earn higher returns.
But some investors raised the doubt on whether the FMPs under question were in trouble. We therefore looked at their portfolios. They had high-quality AAA-holdings are unlikely to have had any pressure on repayment. In other words, there does not appear any credit related rollover compulsion.

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Franklin funds
Mutual funds & ETFs
PrimeInvestor Research Team

Should you exit from ALL Franklin funds now?

Many of our customers have written to us asking whether they should continue with the Franklin Templeton funds that they hold. People are worried not just about debt funds, but about the future of their equity funds as well. These worries are not misplaced given recent developments at the fund house.
As readers of this space know, we have been tracking the performance of this fund house from a time well before the crisis relating to the decision to wind up six debt schemes unfolded. So, for us here at PrimeInvestor, this question of what to do with your holdings is not tough to answer.

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perpetual bonds
Mutual funds & ETFs
Vidya Bala

What to do if your MF holds perpetual bonds?

Perpetual bonds have caused some sleepless nights for fund managers after SEBI’s circular earlier this month. On March 10th, SEBI issued a circular capping the debt scheme exposure to perpetual bonds at 10% and also laying down new rules how these bonds should be valued in debt scheme portfolios. We wrote a short take on it last week suggesting that you wait for clarity. SEBI has now come up with one more circular offering some clarification.

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prime views
Mutual funds & ETFs
Bhavana Acharya

Prime Views: Why you should avoid this fund category

Inconsistent performance among funds in this category makes it hard to pick a quality one. Increasing credit calls by these funds changes the risk-return profile. Better returns for the same to lower risk possible through other newer categories

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Active vs Passive 
Mutual funds & ETFs
Aarati Krishnan

What are the risks in index funds?

As some categories of active funds in India such as large-cap funds, have struggled to beat the sprinting Nifty50 and Sensex30 in the last couple of years, there’s a surge of interest in index investing.

But are there risks in index investing that investors are ignoring? Read on to find out.

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