PrimeInvestor - Articles and Reports

Kotak Flexicap Fund
Recommendations
Bhavana Acharya

Kotak Flexicap fund: A Prime Review

Kotak Flexicap fund suits any investor with a timeframe of 4 years and above. Here’s why the fund makes a good investment. When stock markets are volatile and there’s uncertainty all around, you need an option that can navigate across markets, that’s steady in strategy, and that is large-cap based.

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Are debt funds confusing?
Mutual funds & ETFs
Vidya Bala

Prime QA: Is my fund facing redemption pressure?

Question
I have invested some money into Franklin Savings.
I was going through the fund disclosure for the month of March 2020 and saw negative cash balance. Does this mean they have borrowed to honour redemptions?

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Franklin India debt funds
Mutual funds & ETFs
PrimeInvestor Research Team

Franklin fallout: Risks in debt funds from other AMCs

The winding up of Franklin Templeton’s debt schemes has proved how credit risk and liquidity risk can be a lethal combination. While the funds’ closures are an extreme event, this may be a good opportunity for you to take a relook at your portfolio – without panic, that is.

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credit risk
Mutual funds & ETFs
Vidya Bala

Franklin funds are winding up. Will you get your money back?

Franklin India AMC has announced that it is winding up 6 of its schemes – Franklin India Ultra Short Bond, Franklin India Short Term Income, Franklin India Dynamic Accrual, Franklin India Credit Risk, Franklin India Low Duration Fund and Franklin India Income Opportunities Fund. These are some of the most popular funds managed by the AMC.

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prime portfolios
Research Reports
PrimeInvestor Research Team

Quarterly review: Changes to Prime Portfolios

Our quarterly review and changes end with the review of the 18 unique portfolios we have for 35 different needs. We had already changed some of the portfolios that had fixed deposits in late March/early April when deposit rates underwent changes and when we completed the Prime Deposits review.

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prime ETFs
General
PrimeInvestor Research Team

Quarterly Review – What’s in and what’s out in Prime ETFs?

We have made our quarterly review and changes to our list of recommended ETFs – Prime ETFs. Before we move to the changes, a brief note on how we pick our ETFs. We start with comparing indices on which ETFs are built. We look at them from their ability to consistently deliver, contain downsides and beat peers and even active funds.

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gold
Gold
PrimeInvestor Research Team

Prime Q&A: Should we invest in Gold now?

Whenever there is uncertainty and volatility in the stock/debt markets, people’s attention turn to gold – especially if the yellow metal’s price seems to be

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Portfolio review
Mutual funds & ETFs
PrimeInvestor Research Team

Quarterly review: Changes to our review recommendations (and how to use our tool)

Our MF Review Tool is a recommendation tool providing our view on funds. That is – whether a fund is a buy or hold or sell. We do a quarterly review of these views or change them as appropriate. Our first quarterly review is complete and at the end of this report we have highlighted some of the interesting and important changes.

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Questions 
General
PrimeInvestor Desk

Prime Q&A: How to handle changes in fund recommendations?

We are starting a new series of posts today. We plan to take REAL questions from customers and publish the question and our answer to it here for everyone’s benefit. We will choose only such questions where the answer would have a wide applicability. Nevertheless, please note that not every question and answer may apply to your specific situation. Caveat Emptor.

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prime funds
Research Reports
PrimeInvestor Research Team

Quarterly Review: What’s in and what’s out in Prime Funds?

Prime Funds is our recommended list of funds across equity, hybrid, and debt categories. We draw up this list with Prime Ratings as a base, adding more quantitative and qualitative factors on top of it. We review this list on a quarterly basis to ensure that recommendations remain only in quality funds

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s&p 500 index
Mutual funds & ETFs
Aarati Krishnan

Should you invest in the Motilal Oswal S&P 500 Index Fund?

Warren Buffett never fails to recommend it and 90% of US fund managers struggle to beat it. If you’re wondering what this miracle investment is, it’s the US S&P 500 index. Indian investors will soon have the opportunity to buy this US benchmark locally with Motilal Oswal AMC launching an open-end index fund replicating it.

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