It’s raining ETF NFOs, and how! In the five years between 2015-19 you had about 50 new ETFs (excluding gold). In less than half that 5-year period – i.e., between 2020 and now – you have close to 50 ETFs launched!
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.
So what’s ahead for the prime debt outlook 2022? Do we expect rates to now sidle sideways or to continue their climb? 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.
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.
Introducing Prime MF Screener (beta now) – a research screener that empowers you like no other MF retail research tool in India. Prime MF Screener is a research tool that will help you screen mutual funds using key performance parameters as well as portfolio parameters. The end objective can be to either choose funds for investing, to make decisions on exiting or simply review performance and quality of your funds vis-à-vis peers/benchmark.
Gilt vs debt mutual funds: which one scores? Here we compare the direct g-sec option to the mutual fund route to tell you how and when direct g-secs can add value to your portfolio.
How and when you should invest in NFOs
What’s different in this year’s NFO is the nature of the funds/ETFs up for grabs, many of which appear to make great diversifiers. We’ve covered a good many of these over the course of this year.
As a mutual fund investor, chances are you’re wondering what is IDCW in mutual funds. Investing in mutual funds can sometimes feel like an exam with a lot of multiple choice questions – regular plan or direct plan, growth option or IDCW.
On December 1, you would have received text messages from various AMCs on the ‘Potential Risk Class Matrix’ (PRC) of the debt schemes you hold. If you’re worried about any change in risk profile of your fund based on this, you should read this article.
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.
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.
This is the Motilal Oswal MSCI EAFE Top 100 Select Index Fund (yes, one long fund name!), a passive fund that will track the MSCI EAFE Top 100 Select Index. This index represents the largest stocks in developed markets in Europe, Australasia and the Far East. That means the US, the key global market, is not part of this index.
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