PrimeInvestor - Articles and Reports

changes to Prime Funds
Recommendations
PrimeInvestor Research Team

Quarterly review โ€“ changes to Prime Funds, our fund recommendations

If thereโ€™s one trend that equity funds donโ€™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.ย 

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update on Parag Parikh Flexi Cap and investing internationally
Commentary
Bhavana Acharya

An update on Parag Parikh Flexi Cap and investing internationally

In January, mutual funds investing overseas came up to a roadblock. As we had explained at the time on these curbs on international funds, Reserve Bank rules limit the amount mutual funds as a whole can invest in foreign securities. The cap stands at $7 billion for all foreign securities other than ETFs and $1 billion for ETFs. That $7 billion mark was close to being breached. And so, SEBI directed international funds to close off fresh subscriptions until a new limit could be worked out with the RBI. Please read our earlier article on this subject to understand the background.

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Curbs on international funds
Mutual funds & ETFs
Bhavana Acharya

Curbs on international funds – what you need to know

At play here are the RBIโ€™s limits on overseas investments and SEBIโ€™s rules. Here, weโ€™ll list out the concerns you would be having over these limits, what they mean, and what you should do.ย 

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DSP Global Innovation Fund of Fund
Categories
Vidya Bala

NFO Review: DSP Global Innovation Fund of Fund

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

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silver ETFs
Categories
Aarati Krishnan

Do you really need silver ETFs in your portfolio?

These Silver ETFs intend to invest at least 95% of their assets in silver of 99.9% purity. They will benchmark themselves to the daily silver โ€˜fixingโ€™ – a benchmark price published by the London Bullion Market Association, translated into Rupees.ย ย 

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credit risk fund, best mutual fund, Prime Funds
Categories
Bhavana Acharya

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.

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Performance review and quarterly changes
Categories
PrimeInvestor Research Team

Prime portfolios โ€“ 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.ย 

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Prime Debt outlook 2022
Bonds & Deposits
Aarati Krishnan

Prime Debt outlook 2022 – Interesting times ahead for debt investors

So whatโ€™s ahead for the prime debt outlook 2022? Do we expect rates to now sidle sideways or to continue their climb?ย Though the onset of Omicron may see the MPC continue to make dovish noises and delay repo rate hikes as much as it can, we think that market interest rates will continue to climb in 2022 irrespective of whether or not MPC acts.

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Prime Funds performance
Categories
PrimeInvestor Research Team

Prime Funds performance in 2021

Prime Funds performance in 2021
Stock markets did not disappoint you in 2021. The various market cap segments delivered textbook-like bull market returns with small caps outperforming midcaps and midcaps outperforming large caps.

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