After almost 2 years of underperformance, the small-cap segment is seeing a new set of companies rallying swiftly, to make up for the years of suppressed performance. And several them are backed by fundamentals. If you decide to ride this new wave with a small-cap fund, you may have to wonder if the fund will restrict inflows in a while or suffer in performance if its AUM grows rapidly. So, we dug deeper into the small-cap space to see if we can overcome this constraint. And we think we have the one.
PrimeInvestor - Articles and Reports
Prime ETFs is the list of ETFs that we recommend. This ETF list features both broad-market and thematic indices. We have only added ETFs in this quarter.
Prime Funds is the list of funds that we recommend. This fund list uses Prime Ratings as a first filter, over which we analyse portfolios, strategy, market scenario and much more. Many of you have asked us how we differ from the various MF recommendations out there in the market. The changes we have made in this review cycle are here.
In the first of our series on quarterly review & updates, we are covering some of the key changes in our buy/hold/sell calls in our MF Review Tool. When you do so, please make sure you specifically choose the plan that you hold – direct or regular – as our calls may change in some cases between plans of the same fund.
Which categories of funds have unusually high expense ratio? Should you avoid them – be it regular or direct? In which categories of funds is the TER difference between regular and direct too high? And are you better off staying with direct in such categories?
The Initial Public Offer (IPO) of UTI AMC is hitting the markets today and will close on October 1. This offer of 3.89 crore shares to the public is made up entirely of sale of shares by UTI’s key shareholders – SBI, LIC and Bank of Baroda. In addition, T Rowe Price International Ltd, a long-standing global investor in UTI and PNB a sponsor, are also selling a small part of their holdings. UTI AMC will not receive any capital infusion from these divestments.
Computer Age management Services Limited (CAMS) is the leader in the two-player MF Registrar and transfer agent (RTA) industry, with a 70% market share. It services 16 of the 41 AMCs and 4 out of the top 5 AMCs that account for a lion’s share of Indian mutual fund assets.
If you are a long-term investor, adding mid-cap funds to your portfolio will drive overall returns. And in such mid-cap exposure, many of you could simply want funds that can deliver returns that are at least better than the mid-cap index and not collapse during market declines.
We often draw references to the Nifty 50 PE in our research reports and articles. You may also want to track the Nifty 50 PE
SEBI has a new ruling on multi-cap funds and it has the mutual fund world in a tizzy. Are the new regulations in investors’ interests? Vidya Bala analyses.
SEBI’s new circular dictating a minimum mid-cap and small-cap stock allocation has left investors in multicap funds scratching their heads. But there’s another set of investors who are thrilled with this move. These are the folks who are already invested in smallcap stocks in their direct equity portfolios or owning smallcap equity funds.