PrimeInvestor - Articles and Reports

4 metrics to choose the best index funds and ETFs
Mutual funds & ETFs
Aarati Krishnan

4 Metrics to choose the best index funds and ETFs

“Which equity fund should I buy?” When asked an open-end question like this, most financial experts recommend an index fund. Choosing an index fund is supposed to be far easier than choosing an active fund from the hundreds of schemes. But the number and variety of index funds in India has mushroomed too. There are about 94 open-end equity index funds, while over 120 equity Exchange Traded Funds (ETFs) are listed on the exchanges. So, if you’re thinking of buying an index fund, how do you choose the right one? Here are four metrics to choose the best index funds and ETFs.

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Insurance recommendation - A healthy policy that ticks the right boxes
Insurance
Bipin Ramachandran

Insurance recommendation – A healthy policy that ticks the right boxes

Often, researching for your health insurance doesn’t stop at finding a good insurer and policy. The sub plans, options, and addons under a policy warrant more research to find out the best combination for you and to help you squeeze out the most benefit from your policy. Today, we take up Bajaj Allianz Health Guard, with a wide range of sub-options that can make it better.

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What has changed with REIT/InvIT taxation
Research Reports
Aarati Krishnan

What has changed with REIT/InvIT taxation

For Indian investors looking for regular income with the possibility of capital appreciation, Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InvITs) are good vehicles. These entities own a bunch of real estate or infrastructure assets that throw up regular cash flows and distribute over 90% of their cash flows to their investors. As both their income and the value of the real estate or infrastructure portfolio they own can rise over time, REITs and InvITs offer the prospect of rising income with capital gains.

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Mankind Pharma IPO: Invest or avoid?
Stocks
N V Chandrachoodamani

Mankind Pharma IPO: Invest or avoid?

Mankind Pharma, which operates in the domestic pharmaceuticals space, opens its Rs 4300 core IPO today. The issue is priced at a band of Rs 1,026 – Rs 1,080 per share of face value Re.1/-.

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Prime Fund Recommendation: A multi-asset fund for long-term portfolios
Mutual funds & ETFs
Bhavana Acharya

Prime Fund Recommendation: A multi-asset fund for long-term portfolios

Multi-asset allocation funds as a category are not easy to use. With funds in the category having the freedom to swing drastically between asset classes, the aspects to consider range from how asset allocation calls are taken, how much the allocation changes, whether this translates into returns, and finally what the taxation is going to be.

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Prime Stock Recommendation - A pharma stock available at a bargain
Stocks
Pavithra Jaivant

Prime Stock recommendation: A pharma stock available at a bargain

Picking a stock in the pharma space is not easy. The businesses are complex and can leave you feeling like you are preparing for a mini-MBBS. What’s more – no two companies are alike. To compound matters, it is also a heavily regulated space (and rightly so) with complex supply chains very often, heavily reliant on China. Not only do most end products have names that sound like tongue twisters but can be governed by complex patent regulations.

Premium article available only to subscribers.

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Whats firing up gold prices and what you can do about it.
Gold
Aarati Krishnan

What’s firing up gold prices and what you can do about it

After lying low for a while, gold as an asset class has woken up from its long slumber in the last six months. International gold prices, which fell by 3.3% in 2021 and 0.3% in 2022, have gained 9% so far in 2023 (as of April 11) and are up by 20% in the last six months. In India, gold prices recently bounced off a lifetime high of over Rs 61,000/10 grams, having gained 18% in the last six months. This recent run has made investors sit up and take notice of sovereign gold bonds, gold ETFs and other vehicles to own gold. But should you jump on the bullion bandwagon now?

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Entering a stock at peak valuation - 5 questions to ask
Stocks
N V Chandrachoodamani

Entering a stock at peak valuation? – 5 questions to ask

When markets make merry, many stocks have seemingly compelling stories even for entering at peak valuation. And the market is fine with stretched valuations to accommodate such stories. In other words, every market-favoured stock appears to scream – buy me at any price.

But when challenges emerge, the same market starts reacting so sharply that investors who bought into the story midway start making losses. Yes, there isn’t a bigger disaster for stock market investors than earnings and PE multiples contracting together.

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Technical Outlook - Is the worst over for the Nifty 50?
Markets
B Krishnakumar

Technical outlook – Is the worst over for the Nifty 50?

The bearish view on the Nifty 50 index shared over the past couple of posts has played out, and the Nifty 50 index hit the target of 16,700-16,900 mentioned earlier. Now, after recording a low of 16,828 on March 20, the index has been on a recovery path. The key question, then, would be – is worst is over for the Nifty 50? As always, we will try to address this question using our favourite charting tools including the breadth indicators.

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Quarterly Review - changes to recommendations in Prime Funds and Prime ETFs
Mutual funds & ETFs
PrimeInvestor Research Team

Quarterly review – Changes to recommendations in Prime Funds and Prime ETFs

Prime Funds is our list of recommendations in equity, debt, and hybrid mutual funds that are worth investing in. Prime Funds narrows down your choices from the thousands of funds that there are, into a concise list of funds that span different styles. Prime Funds are selected based on performance, portfolios, and investment strategies.

In this quarter’s review, we have made limited additions to our list of Prime Funds but have some updates to give on performance of the existing funds. We also suggest buckets that are worth entering now. So do read it!

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