PrimeInvestor - Articles and Reports

short term money
Bonds & Deposits
Aarati Krishnan

Have short term money to park? Hereโ€™s a cast iron option

Lately, it is not just Indiaโ€™s stock market that has been hopping all over the place like an impatient child. The bond market has been doing it too! Indiaโ€™s 10-year government bond yield, which sets the benchmark for all other debt instruments, climbed vertically from 5.8% in July 2020 to 7.61% in June 2022. But after that, it has been unable to make up its mind on whether to climb higher or pause for breath.ย 

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International funds โ€“ what are your options now?
Strategies
Bhavana Acharya

International funds โ€“ what are your options now?

Funds investing internationally were the flavour of the season all of last year. That changed in February this year, when funds hit the ceiling set by the Reserve Bank on how much they could invest in overseas securities. When we first explained the scenario, expectations were that this cap would be increased in due course and international funds could open up again.

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When to use multi-asset allocation funds
Research Reports
Vidya Bala

When to use multi-asset allocation funds

Multi-asset allocation, by itself, is part of any portfolio building strategy. Both your portfolioโ€™s return potential and its ability to contain downsides is determined by the asset allocation you choose. To this extent AMCS are trying to provide an all-in-one solution through a hybrid category of mutual funds called multi-asset allocation funds.

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Parag Parikh Flexi Cap โ€“ should you continue to invest?
Recommendations
Bhavana Acharya

Parag Parikh Flexi Cap โ€“ should you continue to invest?

Up until six months ago, Parag Parikh Flexi cap was an investor favourite. Its chart-topping performance and overseas investments served as the key attractions. These very same factors now appear to be doing the opposite, causing investors to worry over continuing investments. So, should you be concerned over Parag Parikh Flexi Capโ€™s performance? Is the restriction in investing abroad a game-changer for the fund?ย 

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Prime Recommendation: How to play the cyclical space now
Recommendations
Vidya Bala

Prime Recommendation: How to play the cyclical space now

Manufacturing is back in favour in the stock market, largely driven by cyclicals such as auto, auto components, industrials and capital goods. In this report, we discuss in detail the prospects for the manufacturing space and how to play it through a thematic fund that we added a month ago in Prime Funds.

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Prime Review: 3 passive indices built on โ€˜Qualityโ€™
Strategies
Bhavana Acharya

Prime Review: 3 passive indices built on โ€˜Qualityโ€™

In this analysis, we look at indices on the โ€˜Qualityโ€™ factor. There are two NFOs running now โ€“ DSP Midcap 150 Quality 50 Index fund (thereโ€™s already the ETF version of this) and Aditya Birla SL Nifty 200 Quality 30. These two indices join the Nifty 100 Quality 30 index, on which there is an already existing ETF (from Edelweiss).

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Whatโ€™s next for HDFC MF investors
Commentary
Aarati Krishnan

Whatโ€™s next for HDFC MF investors

Chief Investment Officers (CIOs) or star fund managers bidding goodbye to an AMC, or even the MF industry, has become a commonplace occurrence in India. The recent bull market has seen many well-known fund managers, from Kenneth Andrade of IDFC to Sunil Singhania of Nippon quit their MFs to seek greener pastures in managing PMS schemes or AIFs.ย 

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All your debt fund doubts, answered
Commentary
Vidya Bala

All your debt fund doubts, answered

It is true that debt funds have been a washout in the past 3 years. For an investment of 1-2 years, FDs would have marginally (although not significantly enough) returned higher than liquid and ultra short duration funds.

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