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Justice
Mutual funds & ETFs
Vidya Bala

Franklin Investors – Neither the regulator nor regulated entity to your rescue. It’s the Court!

Now, with Franklin India AMC facing multiple lawsuits on the manner of winding up its six debt funds – the saga has taken a new turn.
• Lawsuits by unitholders against Franklin bring to light the fact that the rights of unitholders under SEBI regulations are ambiguous. It cannot simply be assumed that unitholders rights are limited to simply voting for liquidating a fund’s assets.
• In communicating with unitholders, Franklin’s line of argument also comes across as somewhat high-handed.

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Vidya Bala June 11, 2020 22 Comments
debt market
Mutual funds & ETFs
Vidya Bala

Debt lessons that you may not have learnt yet

If the recent events in the debt space brought to light the liquidity risk arising from lower rated papers, you probably haven’t seen the unfolding of various kinds of risk since September 2018. In 2013, when duration became a risk on the back of rate hikes, money flowed copiously to credit risk over the next 5 years. Now, the cycle has turned. Money is moving to duration from credit risk.

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Vidya Bala May 31, 2020 11 Comments
quant fund
Mutual funds & ETFs
Bhavana Acharya

Prime Review: DSP Quant fund

Active funds or index funds is a call that continues to remain elusive in the Indian context. While that debate goes on, there is another emerging class of funds – not too active not fully passive. They are quant funds.

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Bhavana Acharya May 24, 2020 2 Comments
super funds
Mutual funds & ETFs
Srikanth Meenakshi

PhonePe’s Super Funds – Not so super!

When PhonePe announced last week that they were expanding their mutual funds offering on their app by offering so-called ‘Super Funds’, I was actually quite excited. I was an early adopter of the UPI app, and till date, it is my primary app for money transfers. They probably have the cleanest UX among all UPI apps and I was keenly watching their entry into MF services.

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Srikanth Meenakshi May 11, 2020 11 Comments
large-cap funds
Mutual funds & ETFs
Bhavana Acharya

Why we’re avoiding some of the iconic large-cap funds

A recent query we received from a customer concerned Aditya Birla Sun Life Frontline Equity. Our MF Review tool throws up a sell on this fund. The questions raised were: Why, since it was a fund that had been delivering returns and was considered among the best funds and was highly rated.

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Bhavana Acharya May 9, 2020 23 Comments
ETFs vs Index funds
Mutual funds & ETFs
PrimeInvestor Desk

Prime Q&A: Should you invest in an ETF or an index fund?

For a long-term investor, is an ETF a better or poorer option compared to index funds? Which is more expensive in the long term? Can one replace your recommendations of index funds (or FoF, like Motilal Oswal Nasdaq 100 FoF) with the corresponding ETF? It’s a little confusing because your Prime Funds and some of your portfolios recommend ICICI Prudential Nifty Next 50 Index fund, but ICICI Prudential Nifty Next 50 ETF is not recommended in Prime ETFs or portfolios. Shouldn’t the performance be same? And what is the impact of tracking error on investor returns?

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PrimeInvestor Desk May 7, 2020 4 Comments
Kotak Flexicap Fund
Recommendations
Bhavana Acharya

Kotak Flexicap fund: A Prime Review

Kotak Flexicap fund suits any investor with a timeframe of 4 years and above. Here’s why the fund makes a good investment. When stock markets are volatile and there’s uncertainty all around, you need an option that can navigate across markets, that’s steady in strategy, and that is large-cap based.

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Bhavana Acharya May 3, 2020 12 Comments

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