Categories Archives - Page 37 of 41

Mutual funds & ETFs

Prime Recommendation: Parag Parikh Flexi Cap Fund

When an equity fund is founded on the philosophy of value investing, seeks to reduce volatility through limited hedging and provides international flavour where such opportunities are not available locally, we call it an all-in-one fund. The fund we are talking of also has an expense ratio lower than the equity category average, considering its relatively small AUM size.

Vidya Bala March 6, 2020 20 Comments

Markets

Investing in turbulent times

Just as the Indian stock market was taking a breather from recent worries about the slowdown, two new cases of Coronavirus infections have sent it into renewed paroxysms of volatility. Here’s attempt to answer top-of-mind questions from investors on how they should deal with this phase.

Aarati Krishnan March 4, 2020 5 Comments

Stocks

IPO review: SBI Cards and Payment Services

The initial public offer of SBI Cards and Payments is slated to be huge, aiming to mop up over Rs 10,000 crore. A subsidiary of State Bank of India, the company issues and runs SBI’s credit cards business. SBI Cards is the second largest credit card player in India after HDFC Bank.

Bhavana Acharya March 2, 2020 3 Comments

Mutual funds & ETFs

Prime Recommendation: A debt fund with no credit risk and yet beats all others

What if you want your debt fund to have two things – safety and predictable strategy? Most funds have either of these but not both. Funds that don’t take credit risk are still open to changes in portfolio maturities and one-off events.

Bhavana Acharya February 26, 2020 46 Comments

Mutual funds & ETFs

Prime Views: Why you should avoid this fund category

Inconsistent performance among funds in this category makes it hard to pick a quality one. Increasing credit calls by these funds changes the risk-return profile. Better returns for the same to lower risk possible through other newer categories

Bhavana Acharya February 21, 2020 18 Comments

Recommendations

Prime Recommendation: A value-conscious fund without the pain of value underperformance

Want a fund that will avoid expensive valuations and yet not leave you with the pain of the long wait for value to work? This fund does just that. Not only that, this fund can replace large-cap funds in your portfolio.

Vidya Bala February 17, 2020 10 Comments

Mutual funds & ETFs

Prime Recommendation: An equity index that challenges active funds across categories

Index funds are meant to track markets passively and not built to necessarily beat active funds. But if you had an Indian index that is able to beat comparable active funds with consistency, generates strong return, adds diversification to your portfolio and even substitute some categories of active funds, would you not consider it?

Bhavana Acharya February 14, 2020 33 Comments

Bonds & Deposits

Three small finance bank deposits to invest in

Small finance banks (SFBs) offer more lucrative deposit rates and are well-regulated by RBI too (unlike co-operative banks). So, do they make for a better alternative?

Aarati Krishnan February 12, 2020 8 Comments

Taxes

No DDT – the impact on your dividend income

The Budget proposal 10 days ago that gets rid of DDT changes things for you. You must now take stock of whether it makes sense for you to continue the dividend option in mutual funds and how else to plan for dividends from stocks.

Vidya Bala February 10, 2020 6 Comments

Taxes

New tax regime – is it goodbye for section 80C investments?

One of the intriguing things about Indian Union Budget presentations is that tweaks to the tax laws that get just a half-a-minute mention in the budget speech often pack a big punch for taxpayers. This year, the move that fits this description is the Centre’s decision to offer a new friendlier tax regime .

Aarati Krishnan February 7, 2020 10 Comments

Recommendations

Prime Recommendation: A nimble mid-cap fund well-poised for this market

Over the past two weeks, we have been writing on the promise in the mid-cap and small-cap segment of the market and how the rally is starting to move beyond a handful of large stocks. While a quick recovery may be some way off, the steep 2-year correction in the mid-cap space offers good opportunities to begin accumulating mid-caps from a long-term perspective.

Bhavana Acharya February 5, 2020 37 Comments

A good budget for Mr Bond

While the Union Budget 2020 seems to have sorely disappointed stock markets which had built up hopes for everything from a Long-Term Capital Gains tax exemption to a magic pill for the economy, it seems to have given bond markets some reasons to cheer.

Aarati Krishnan February 3, 2020 2 Comments

Prime Recommendation: Parag Parikh Flexi Cap Fund

Investing in turbulent times

IPO review: SBI Cards and Payment Services

Prime Recommendation: A debt fund with no credit risk and yet beats all others

Prime Views: Why you should avoid this fund category

Prime Recommendation: A value-conscious fund without the pain of value underperformance

Prime Recommendation: An equity index that challenges active funds across categories

Three small finance bank deposits to invest in

No DDT – the impact on your dividend income

New tax regime – is it goodbye for section 80C investments?

Prime Recommendation: A nimble mid-cap fund well-poised for this market

A good budget for Mr Bond

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