Categories Archives - Page 37 of 91

Mutual funds & ETFs

Mutual fund rolling returns – 3 things you must know

If you are new to mutual fund investing, it ta¬kes a while before you can come to terms with the multitude of terms used to showcase mutual fund returns. There is, for example, absolute returns, annualized returns, CAGR, IRR and so on. And to top it, folks like us keep talking to you about rolling returns and chide you for looking at trailing returns (or point-to-point returns)

Vidya Bala June 13, 2023 No Comments

Prime stock recommendation - A steady player in the challenging API business

Stocks

Prime Stock recommendation: A steady player in the challenging API business

Pharma companies in the API (Active Pharmaceutical Ingredient) space in India have struggled in the past couple of years, confronted by rising input costs, poor price realization and competition from China even while remaining dependent on China for inputs. All these also impact the even-otherwise modest margins.
Some of these challenges appear to be abating, providing an opportunity to pick select API players in the pharma space.

Premium article available only to registered users.

Pavithra Jaivant June 11, 2023 No Comments

HDFC Ergo Optima Restore vs HDFC Ergo Optima Secure - which is better?

Insurance

HDFC Ergo Optima Restore vs HDFC Ergo Optima Secure – which is better?

Sometimes health insurers provide similar policies that are difficult to differentiate. It is the finer points of the policies that make the difference. An example here is HDFC Optima Restore and Optima Secure.

Bipin Ramachandran June 8, 2023 7 Comments

Markets

Technical outlook – the Nifty 50 and broader markets

As observed in the previous update on targets for the Nifty 50, the index remained strong and also moved pretty close the target zone of 18,700-18,750. The index recorded a high of 18,662 on May 30 and has since been in a consolidation. In this update, we take a quick look at the short-term outlook for the Nifty 50 index and focus on a more detailed outlook for the broader markets and interesting sectors.

B Krishnakumar June 6, 2023 1 Comment

MF Consultation paper, Adani investigation & Market levels

Markets

Podcast : MF Consultation paper, Adani investigation & Market levels

In this first episode of the PrimeInvestor podcast, our host Gaurav Menon and co-founder Vidya Bala discuss the MF Consultation paper along with various other topics related to personal finance and the Indian markets.

PrimeInvestor Research Team June 4, 2023 7 Comments

Prime fund recommendation - A fund to play the small cap pick up

Mutual funds & ETFs

Prime Fund recommendation: A fund to play the small cap pick up

Mid and small-cap funds form a part of a long-term portfolio to boost overall portfolio returns. But there are times when these market-cap segments underperform for various reasons. The small-cap index spent much of nearly two years languishing behind the Nifty 50. This is now changing, serving up a good opportunity to focus on the small-cap segment.

Vidya Bala June 1, 2023 19 Comments

Prime stock recommendation - moving this small finance bank to a HOLD

Stocks

Prime Stock recommendation: Moving this small finance bank to a HOLD

With a return of over 50%, one of our stock recommendations – on a small finance bank – may now provide less entry opportunity for new investors even as existing investors can continue to hold it. Read to know what drove this small finance bank’s stock to current valuations and what prospects it still holds.

Premium article available only to registered users.

N V Chandrachoodamani May 31, 2023 No Comments

Insurance

How much life insurance do you need?

One of the very first questions you’ll be faced with after deciding to buy a term insurance plan, is – What’s the size of the term cover (what insurers call the sum assured) you’ll need?

Most folks don’t put much thought into this and go for the nice round number suggested by their insurance agent, which is usually Rs 1 crore. You can online calculators, but they can throw up widely diverging numbers.

Aarati Krishnan May 30, 2023 No Comments

Prime stock recommendation - play the 2 wheeler recovery

Stocks

Prime Stock Recommendation: Play the 2-wheeler recovery

The company is an auto ancillary player catering primarily to two wheeler components in the domestic market, which forms three-fourth of its total business.

Premium article available only to registered users.

N V Chandrachoodamani May 28, 2023 No Comments

6 investment styles – which one suits you?

Stocks

6 investment styles – which one suits you?

Apart from the fund manager’s skill, a hidden factor that explains such return differences is the investment styles in which each fund is managed. Right now, many of the funds that have managed to top the charts with a 16% return are value-style funds, while the laggards are growth-oriented ones.

Aarati Krishnan May 25, 2023 13 Comments

SEBI sees through AMCs’ games - How the new MF proposals will impact you

Mutual funds & ETFs

SEBI sees through AMCs’ games – How the new MF proposals will impact you

Last week, we made a quiet note about SEBI’s consultation paper on mutual funds in the PrimeInvestor Community. A consultation paper solicits opinion from the public on proposals mooted by the regulator, along with rationale for such proposals. Do note that these are proposals and have not been implemented.

Vidya Bala May 23, 2023 6 Comments

Critical Illness Plan Review - Tata AIG Criti -MediCare

Insurance

Critical Illness plan review: Tata AIG Criti-MediCare Insurance

We at PrimeInvestor, recommend reinforcing your insurance arsenal with a critical illness cover in addition to a hospitalization plan in order to secure your finances against medical emergencies. We have covered what you should look for when shopping for a critical illness cover in our earlier article titled ‘What to look for in a critical illness health plan’. We have also shortlisted a few critical illness covers in the market based on these criteria and reviewed them in detail.
The plans we have reviewed so far are:
Activ Secure Critical Illness Plan by Aditya Birla Health Insurance,
Criti Care policy by Bajaj Alianz General Insurance,
IFFCO Tokio’s Critical Illness Benefit Policy and
Star Critical Illness Multipay Insurance Policy.
Here, we add to this list with our review of Tata AIG’s Criti-MediCare Insurance.

Pavithra Jaivant May 21, 2023 4 Comments

PrimeInvestor - Articles and Reports

Mutual fund rolling returns – 3 things you must know

Prime Stock recommendation: A steady player in the challenging API business

HDFC Ergo Optima Restore vs HDFC Ergo Optima Secure – which is better?

Technical outlook – the Nifty 50 and broader markets

Podcast : MF Consultation paper, Adani investigation & Market levels

Prime Fund recommendation: A fund to play the small cap pick up

Prime Stock recommendation: Moving this small finance bank to a HOLD

How much life insurance do you need?

Prime Stock Recommendation: Play the 2-wheeler recovery

6 investment styles – which one suits you?

SEBI sees through AMCs’ games – How the new MF proposals will impact you

Critical Illness plan review: Tata AIG Criti-MediCare Insurance

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