Mutual funds & ETFs Archives - Page 20 of 22

Mutual funds & ETFs

Prime Recommendation: Canara Robeco Flexi Cap fund

When uncertainty is the name of the game today, investing in an equity fund may not be at the top of your to-do list. But for long-term investors, markets like these offer good buying opportunities. For such investors, a multi-cap fund that uses a core of large-cap stocks and adds returns by selectively picking mid-cap and small-cap stocks will serve well.

Bhavana Acharya April 6, 2020 8 Comments

Mutual funds & ETFs

Prime Strategy: 3 funds to beat the low-interest rate regime

While you can still seek solace in small savings schemes, at this juncture select pockets of debt funds also offer opportunities for those with a minimum 2-3-year time frame. We have therefore crafted a portfolio of 3 funds for you to optimally take exposure to quality credit and gain from a rate fall.

Vidya Bala March 31, 2020 25 Comments

Mutual funds & ETFs

Prime Views: What should you do with your investments now?

Over the past few weeks, we’ve received several questions from you on performance of the funds you hold, and what the course of action should be. In both debt and equity, recent returns have given enough cause for worry. So we’re listing out various categories of investments you may holding which are seeing volatility, and what you should do about them.

Bhavana Acharya March 27, 2020 4 Comments

Mutual funds & ETFs

Prime Views: Why are liquid funds returns falling and where should you invest?

In tough times such as this, it is hard to see your investment value dwindling. And when that happens to your debt funds, it is even harder. We’ve had quite a few queries on whether it is safe now to park money in liquid funds and very short duration funds and whether it should be withdrawn.

Vidya Bala March 23, 2020 2 Comments

Mutual funds & ETFs

Prime Data Crunch: Mutual fund holdings in bank perpetual bonds

Several mutual funds that held Yes Bank’s perpetual bonds had to mark a loss, and this is a loss that can’t be recovered, as things stand. In this scenario, we’ve had many questions over the quantum of fund exposure to AT1 bonds. So here are the numbers.

Bhavana Acharya March 20, 2020 8 Comments

Mutual funds & ETFs

Prime Recommendation: A low-risk option for the conservative equity investor

If you’ve got a 5-year-plus timeframe, equity is the way to go as we explained this week. And if you need money in the very near term, we’ve asked you to stay safe with fixed deposits, liquid funds, and ultra short-term funds. But what about the in-between timeframe? What are your options should you have a horizon of 2-3 years and want better returns that fixed deposits or low-risk debt funds?

Bhavana Acharya March 13, 2020 30 Comments

Mutual funds & ETFs

Prime Recommendation: Parag Parikh Flexi Cap Fund

When an equity fund is founded on the philosophy of value investing, seeks to reduce volatility through limited hedging and provides international flavour where such opportunities are not available locally, we call it an all-in-one fund. The fund we are talking of also has an expense ratio lower than the equity category average, considering its relatively small AUM size.

Vidya Bala March 6, 2020 20 Comments

Mutual funds & ETFs

Prime Recommendation: A debt fund with no credit risk and yet beats all others

What if you want your debt fund to have two things – safety and predictable strategy? Most funds have either of these but not both. Funds that don’t take credit risk are still open to changes in portfolio maturities and one-off events.

Bhavana Acharya February 26, 2020 46 Comments

Mutual funds & ETFs

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

Bhavana Acharya February 21, 2020 18 Comments

Recommendations

Prime Recommendation: A value-conscious fund without the pain of value underperformance

Want a fund that will avoid expensive valuations and yet not leave you with the pain of the long wait for value to work? This fund does just that. Not only that, this fund can replace large-cap funds in your portfolio.

Vidya Bala February 17, 2020 10 Comments

Mutual funds & ETFs

Prime Recommendation: An equity index that challenges active funds across categories

Index funds are meant to track markets passively and not built to necessarily beat active funds. But if you had an Indian index that is able to beat comparable active funds with consistency, generates strong return, adds diversification to your portfolio and even substitute some categories of active funds, would you not consider it?

Bhavana Acharya February 14, 2020 33 Comments

Taxes

No DDT – the impact on your dividend income

The Budget proposal 10 days ago that gets rid of DDT changes things for you. You must now take stock of whether it makes sense for you to continue the dividend option in mutual funds and how else to plan for dividends from stocks.

Vidya Bala February 10, 2020 6 Comments

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