Why invest in Mutual funds
When we decide to do something in our life, there could be many reasons that guided our decision. But more often than not, there is
Srikanth Meenakshi
June 10, 2022
No Comments
PrimeInvestor - Articles and Reports
Mutual Funds – A Primer
In this article, my endeavour is to talk about mutual funds from a practical point of view. Wherever possible, I have used examples and illustrations from real life to explain the ideas that I tried to communicate.
Srikanth Meenakshi
June 10, 2022
No Comments
Insurance
Insurance Review: Criti Care Policy by Bajaj Allianz General Insurance
This insurance player has two critical illness covers on offer – the ‘Critical Illness Insurance Policy’ and the more recently launched ‘Criti Care Policy’.
Pavithra Jaivant
June 9, 2022
2 Comments
Recommendations
Fund recommendation: Catching a theme on the recovery
This week, we’re issuing an invest recommendation on another theme that’s starting to break out of a long slump. This theme makes for a good portfolio differentiator as most other diversified equity funds, as yet, have not moved overweight by much on it.
Bhavana Acharya
June 7, 2022
15 Comments
Stocks
FMCG sector: Pressures mount on earnings and valuations
When markets are in a correcting mode, one sector that jumps to mind for its ‘defensive’ qualities is the FMCG sector. With their staple business, non-discretionary spending holds revenues in good stead. But FMCG companies have instead corrected about 20% from their October ’21 peak. Against the Nifty 50, they have been underperformers over the past two years. So, what gives?
N V Chandrachoodamani
June 5, 2022
4 Comments
Recommendations
Prime recommendation: Book profits on this equity fund
We had taken a positive view on commodities early on, and added the theme through our ‘Economic Revival’ category under Thematic Investing since our inception in January 2020. But we added a commodity fund as part of the Strategic/thematic section in Prime Funds later in March 2021. The call was a bit late but yielded good results. Now we would like to alert you to book profits on this equity fund (NOT sell) and prune it back to your original capital.
Vidya Bala
June 2, 2022
6 Comments
Bonds & Deposits
An income option for under 5-year time frame
When bond yields started their upward move this year, we started giving calls on G-Secs and SDLs auctioned on the RBI Retail Direct portal. We have one more such call today for those looking for regular income flow for the next 4.5 years.
PrimeInvestor Research Team
May 31, 2022
11 Comments
Recommendations
Debt fund opportunities – the category that’s at a low
The headlines now are devoted to sliding equity markets and stock opportunities to ‘buy the dip’. But that’s not the only window of opportunity to make the most of a correction. With the hike in repo rates earlier this month and a clear path now for higher rates, debt markets too offer scope for timely investments.
Bhavana Acharya
May 29, 2022
21 Comments
Insurance
Insurance review – A policy for all ages
This policy for all ages fits the bill with good coverage and all the benefits that a health policyholder would seek.
Bipin Ramachandran
May 26, 2022
13 Comments
Stocks
Stock update: Results analysis on our niche capital goods pick
In September last year, we had given a Buy call on a unique capital goods player that has delivered in a tough market, that has picked up newer opportunities and has the potential to grow well. With the March 2022 quarter results out, markets have reacted.
Premium article available only to registered users.
Vidya Bala
May 25, 2022
No Comments
Commentary
Governance at mutual funds: What you should know about the inside workings
While one doesn’t know enough yet to comment on the veracity of these allegations, this does shine the spotlight on the issue of governance at mutual funds. There’s a lot of song and dance on whether listed public companies are managed in the interests of their shareholders. But what about mutual funds?
MFs are essentially custodians of public money, where both profits and losses are entirely passed on to unitholders. I give money to a fund manager to deliver a certain return from an asset class. But I am paying a fixed fee to him which he gets whether he does better or worse than the market. This pass-through nature of mutual funds means that the unitholder is most affected when the fund is mis-governed or mis-managed.
R Balakrishnan
May 24, 2022
2 Comments
Commentary
Our response to your comments on our Axis fund call
We upset a few of you with our call on some of the Axis funds last week 😊 Some of you commented on the blog and others raised tickets. We thought it would be better for us to respond through an article for the benefit of others as well.
Vidya Bala
May 23, 2022
30 Comments
