ETFs vs Index funds
Mutual funds & ETFs
PrimeInvestor Desk

Prime Q&A: Should you invest in an ETF or an index fund?

For a long-term investor, is an ETF a better or poorer option compared to index funds? Which is more expensive in the long term? Can one replace your recommendations of index funds (or FoF, like Motilal Oswal Nasdaq 100 FoF) with the corresponding ETF? It’s a little confusing because your Prime Funds and some of your portfolios recommend ICICI Prudential Nifty Next 50 Index fund, but ICICI Prudential Nifty Next 50 ETF is not recommended in Prime ETFs or portfolios. Shouldn’t the performance be same? And what is the impact of tracking error on investor returns?

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Recommendations
Bhavana Acharya

Kotak Standard Multi-cap fund: A Prime Review

When there is uncertainty writ all around, you cannot be taking sides. You need an option that can navigate across markets, that’s steady in strategy, and that is large-cap based. Kotak Standard Multicap fits all three. This multicap fund is part of our Prime Funds recommendation list. Kotak Standard Multicap suits any investor with a timeframe of 4 years and above. Here’s why the fund makes a good investment.

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Are debt funds confusing?
Mutual funds & ETFs
Vidya Bala

Prime QA: Is my fund facing redemption pressure?

Question
I have invested some money into Franklin Savings.
I was going through the fund disclosure for the month of March 2020 and saw negative cash balance. Does this mean they have borrowed to honour redemptions?

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Risk vs Rewards in Bonds
Mutual funds & ETFs
PrimeInvestor Research Team

How to identify risks in debt funds

Our comprehensive report yesterday gave you a detailed list of funds across AMCs with higher credit or concentration risk in each category. With the help of our review tool and the pointers we gave you, we hope you identified the ones you need to move out of. If you have not, please read the article here if you are a subscriber or subscribe today to ensure you are with the right debt funds.

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Franklin India debt funds
Mutual funds & ETFs
PrimeInvestor Research Team

Franklin fallout: Risks in debt funds from other AMCs

The winding up of Franklin Templeton’s debt schemes has proved how credit risk and liquidity risk can be a lethal combination. While the funds’ closures are an extreme event, this may be a good opportunity for you to take a relook at your portfolio – without panic, that is.

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Balance 
Mutual funds & ETFs
Bhavana Acharya

How PrimeInvestor identifies risk in debt funds

Many of you ask us about VRO Ratings or Morningstar ratings and why our ratings differs. We wish to take this event as an illustration to explain why our approach is different and why we are much more than a rating tool or an article publishing site.

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credit risk
Mutual funds & ETFs
Vidya Bala

Franklin funds are winding up. Will you get your money back?

Franklin India AMC has announced that it is winding up 6 of its schemes – Franklin India Ultra Short Bond, Franklin India Short Term Income, Franklin India Dynamic Accrual, Franklin India Credit Risk, Franklin India Low Duration Fund and Franklin India Income Opportunities Fund. These are some of the most popular funds managed by the AMC.

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prime portfolios
Research Reports
PrimeInvestor Research Team

Quarterly review: Changes to Prime Portfolios

Our quarterly review and changes end with the review of the 18 unique portfolios we have for 35 different needs. We had already changed some of the portfolios that had fixed deposits in late March/early April when deposit rates underwent changes and when we completed the Prime Deposits review.

Premium article available only to subscribers.

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prime ETFs
General
PrimeInvestor Research Team

Quarterly Review – What’s in and what’s out in Prime ETFs?

We have made our quarterly review and changes to our list of recommended ETFs – Prime ETFs. Before we move to the changes, a brief note on how we pick our ETFs. We start with comparing indices on which ETFs are built. We look at them from their ability to consistently deliver, contain downsides and beat peers and even active funds.

Premium article available only to subscribers.

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gold
Gold
PrimeInvestor Research Team

Prime Q&A: Should we invest in Gold now?

Whenever there is uncertainty and volatility in the stock/debt markets, people’s attention turn to gold – especially if the yellow metal’s price seems to be

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