Our response to your comments on our Axis fund call
Commentary
Vidya Bala

Our response to your comments on our Axis fund call

We upset a few of you with our call on some of the Axis funds last week 😊 Some of you commented on the blog and others raised tickets. We thought it would be better for us to respond through an article for the benefit of others as well. 

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Axis mutual funds; What should you do?
Commentary
Vidya Bala

What to do with your Axis mutual funds?

Axis Mutual Fund issued a public notice removing and replacing two of its fund managers, Viresh Joshi and Deepak Agarwal, from seven of its schemes — Banking, Technology, Consumption, and Nifty ETFs and Axis Value, Quant and Arbitrage Funds. This move was accompanied by speculation that the managers were suspended on front-running charges. Axis Mutual Fund hasn’t explicitly mentioned front-running charges, but it has confirmed that it has been investigating “potential irregularities” with the help of external advisors.

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Four passive debt funds to invest right now
Premium
Aarati Krishnan

Four passive debt funds to invest right now

Not so long ago, if debt investors in India wanted to get a 7% plus return, they had to go to post office schemes with (poor service and) a long lock-in period like the PPF or GOI Floating Rate Savings Bonds with a 7-year lock-in period. These options, apart from the difficulty of accessing them, required investors to sacrifice liquidity for returns. 

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Prime Fund Recommendation: A fund for the opportunist in you
Recommendations
Vidya Bala

Prime Fund Recommendation: A fund for the opportunist in you

Some funds have a clear fundamental strategy that shows in their portfolio construct. When that strategy pays off, they deliver. But many good-to-hear strategies have failed for many mutual funds in recent years. This is partly due to fast-shuffling sector preferences in the market and partly due to high stock weights in the index that funds struggle to replicate. As a result, you see them underperforming key indices. 

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Changes to Prime Portfolios, our readymade portfolios
Recommendations
PrimeInvestor Research Team

Quarterly review: Changes to Prime Portfolios, our readymade portfolios

Prime Portfolios are a set of 19 unique portfolios that meet over 30 different investor timeframes and needs. Prime Portfolios are listed under Ready-to-use-portfolios in the Recommendations menu dropdown. These portfolios primarily use mutual funds, but where there are better-suited products such as deposits or government schemes, the portfolios include those too.

Premium article available only to subscribers.

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changes to Prime Funds
Recommendations
PrimeInvestor Research Team

Quarterly review – changes to Prime Funds, our fund recommendations

If there’s one trend that equity funds don’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. 

Premium article available only to subscribers.

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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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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 – 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 ‘fixing’ – a benchmark price published by the London Bullion Market Association, translated into Rupees.  

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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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