PrimeInvestor - Articles and Reports

midcap fund
Recommendations
Bhavana Acharya

Prime Recommendation: A nimble mid-cap fund well-poised for this market

Over the past two weeks, we have been writing on the promise in the mid-cap and small-cap segment of the market and how the rally is starting to move beyond a handful of large stocks. While a quick recovery may be some way off, the steep 2-year correction in the mid-cap space offers good opportunities to begin accumulating mid-caps from a long-term perspective.

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Prime Strategy for Debt market 2020

Our article on the debt market outlook for 2020 outlined the following key trends in interest rates that are likely to play out in 2020. So how should debt investors in India position their portfolios to tackle these trends?

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Interest rate
Mutual funds & ETFs
Aarati Krishnan

Prime outlook for debt market 2020: No more easy pickings

The Indian debt market threw up multiple money-making opportunities for investors in 2019. 2020 though, is likely to prove far more challenging. Interest rates are likely to halt their steady slide over the last five years to display more volatility this year. The compensation for taking on credit risks is likely to shrink

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Debt weighing on people's minds
Mutual funds & ETFs
Vidya Bala

Vodafoneโ€™s impact on your debt funds – What now?

For those of you who did not follow us 2 months ago – we not only gave a timely caution but also gave exit strategies based on the exposure that you had to funds that held the Vodafone paper. Now, in the current scenario, if you are still holding the funds that had exposure, what should your strategy be?

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2019 - year in debt funds
Mutual funds & ETFs
Vidya Bala

How did debt funds perform in 2019?

After a dramatic comeback, gilt and dynamic bond funds swiftly lost the peak return they made post July 2019. Credit risk funds drew a blank

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Reality vs expectationsย 
Mutual funds & ETFs
Vidya Bala

What returns should you expect from your debt funds?

The last two years of turmoil in the debt fund space may have left you wondering what returns to expect from debt funds. Will debt funds beat FD? Or would their returns hover somewhere around their yield (yield to maturity) as promised by some? Are double-digit returns possible in debt? Use this analysis to set more realistic expectations from debt funds instead of a vague 8% or 9% return you may have in mind.

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ETFย 
Bonds & Deposits
Vidya Bala

Bharat Bond ETF โ€“ facts to know before you invest

The Bharat Bond ETF will open on December 12 and close on the 20th. Most of you would have read about the ETF in the news. PrimeInvestor had briefly covered it last week, where we discussed the emergence of a new class of debt ETF. With all the details about the Bharat Bond ETF now out, let us move to specifics about the Bharat Bond ETF from Edelweiss AMC.

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Wondering if you should invest in ETFs?
Mutual funds & ETFs
Bhavana Acharya

Should you invest in ETFs in India?

With some classes of domestic mutual funds struggling to deliver on their promise and a global shift towards ETFs and index investing, the local interest in ETFs is healthy and welcome. But to think that Indian ETFs are fault-free and the ideal route to investing is flawed.

Hereโ€™s why, and how to negotiate the ETF space in India.

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