PrimeInvestor - Articles and Reports

Prime Debt outlook 2023: Handling a rate pause
Bonds & Deposits
Aarati Krishnan

Prime Debt outlook 2023: Handling a rate pause

After bungee jumping off a cliff, it is good to wait for the adrenaline rush to wear off. Indian bond markets are in exactly this situation now. After falling sharply as rates rose, bond prices are pausing to take a breath. In our debt outlook last year we expected rates to continue their upward climb and recommended strategies to play this. During the course of 2023, we think interest rates could top out and stabilise. We tell you what this will mean for your debt portfolio.

Read More
Quarterly review: Prime Portfolios performance review & quarter changes
Mutual funds & ETFs
PrimeInvestor Research Team

Quarterly Review: Prime Portfolios performance review & quarter changes

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 dropdown. These portfolios primarily use mutual funds, but where there are better-suited products such as deposits or government schemes, the portfolios include those as well.

We review these portfolios every quarter and make changes to remove underperformers or to include any new investment opportunity or product that may come by. At the end of each year, we review the performance of key portfolios, in addition to discussing the changes we make.

Read More
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 & 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 added to equity funds to play themes that are ripe and made changes to the hybrid recommendations to include better return options. We have made minimal changes to our debt fund recommendations.

Read More
2023 - The year of the DIY investor
General
Vidya Bala

2023 – The year of the DIY investor

Wish you all a happy, healthy and prosperous 2023 from all of us at PrimeInvestor!
The first month of 2023 marks the completion of three years for us at PrimeInvestor. Thank you all for coming along with us on this journey! We couldn’t have entered the investment marketplace at a better time, and here’s why!

Read More
Prime Funds performance in 2022
Mutual funds & ETFs
PrimeInvestor Research Team

Prime Funds performance in 2022

The close of another year means that it’s the time we review how our recommendations have done. We published our Prime Stocks report card a few days ago. In this instalment, we cover Prime Funds performance in 2022

Read More
Prime Stocks performance review 2022
Stocks
PrimeInvestor Research Team

Prime Stocks performance review 2022

In this report, we look at the hits and misses of our Prime Stock calls this year and what we will do to add more value next year. 

Read More
Why you shouldn’t fall for ESG pitches
General
Aarati Krishnan

Why you shouldn’t fall for ESG pitches

“Why are the so-called expert investors in India so disinterested in ESG funds?”. A young investor asked me this question at a recent event and it gave me food for thought. It is true that at PrimeInvestor, we are not fans of ESG investing either. We don’t go out of our way to cover ESG funds or ‘green’ bonds and deposits, unless they offer great returns. 

Read More
ULIP vs. Mutual Fund - where should you invest?
Mutual funds & ETFs
Pavithra Jaivant

ULIP vs. Mutual Fund – where should you invest?

As far as investment products go, ULIPs (short for Unit Linked Insurance Products) have the reputation of being the ‘bad boys’. While investor wariness toward ULIPs in their earlier avatar was justified, they have evolved since their pre-2010 days following changes made by IRDAI. However, ULIPs have still not entirely managed to shake off their reputation. In this article, we pit the present day ULIP vs. mutual funds – and compare them on parameters such as their function, how they invest your money, liquidity, expenses and tax treatment and see how they stack up.

Read More
Technical outlook: Can the new Nifty 50 targets be extended?
Stocks
B Krishnakumar

Technical outlook: Can the new Nifty 50 targets be extended?

It’s been interesting times for the Nifty 50 in the past month! As we observed in the previous update, the Nifty 50 index remained bullish and managed to reach the first target of 18,640-18,700 zone that we had set. The index appears on course to reach even the second target of 19,100 mentioned in the outlook last month. 

Read More
IPO Review Sula Vineyards
Stocks
N V Chandrachoodamani

IPO Review: Should you take a sip of the Sula Vineyards IPO?

Sula Vineyards is launching an IPO worth Rs 960 crore, consisting solely of an offer for sale by investors including a 1% stake sale by the promoter. The offer for sale will result in approximately 32% of equity being sold by the selling shareholders with the promoter stake at ~28% post-issue. The issue opens on December 12 and closes on December 14. Shares are being offered at a price band of Rs.340-Rs.357 per share of face value Rs 2. This being an offer for sale, the company will not receive any funds from the issue.

Read More
Debt fund strategies for the current rate scenario
Strategies
Bhavana Acharya

Debt fund strategies for the current rate scenario

The Reserve Bank’s monetary policy on Wednesday served up another repo rate hike of 35 basis points, adding to the 190 basis points through this year. That takes the repo rate to 6.25% from the Covid low of 4%. The key driving factor behind the rapid rate hikes – that of inflation – still remains. The RBI has clearly spelt its commitment to bringing inflation within the target range, even in its latest monetary policy.
In this light, debt fund strategies you have now, to make the most of the current scenario, can be decided based on what you want:

Read More
Login to your account
OR

Become a PrimeInvestor!

Get access to fresh stocks and mutual funds recommendations.

or