Prime Strategy: How to invest in debt funds now?
If you had invested in an ultra-short debt fund like Axis Treasury Advantage 3 years ago, your returns would be 7.3% CAGR now. Not bad at all by today’s standards, right? If you invested in the same fund 2 years ago in November 2019, your returns would be 6% – still not terrible. But what if you had invested in this fund just a year ago?
Prime Strategy: How to invest in debt funds now? Read More »
one good way to de-risk your equity fund portfolio from a market fall would be to switch from funds following a momentum style of investing to those following a value or contrarian style or funds with a value-oriented approach. Value funds typically buy fundamentally sound companies that trade at a discount to their intrinsic value in the markets.
5 ways to de-risk your equity funds, without cashing out Read More »
Are equity markets overheated? Is it time to book profits or is it actually a good time to invest given the exuberance? These may be just some of the questions running through the minds of investors. This article delves into various factors to assess whether the stock market is indeed over-valued, what could go wrong with markets at rich valuations and what investors can do to protect their wealth.
Are equity markets overheated? Read More »
The balanced advantage category (called the balanced advantage/dynamic asset allocation category or BA/DAA) has received a lot of attention, after a whopping collection of Rs 12,000 crore by SBI Balanced Advantage during its recent NFO. This category is mostly seen as one that delivers equity returns with less risk or one that can be used as an income generation option – neither of which are quite right. In this report we get into detail about one of our already recommended funds in this space, while also explaining when and how to use a fund in this category.
Prime Recommendation: The best fund in the balanced advantage category Read More »
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.
Quarterly review – changes in Prime Funds, our mutual fund recommendations Read More »
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?
Should you go for direct plans or regular plans of mutual funds? Read More »
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.
Prime Recommendation: A midcap fund for any long-term portfolio Read More »
As per this new SEBI multicap rule, a multi-cap fund should allocate 25% each at the minimum to smallcap, midcap and largecap stocks. This is a sea change from the current scenario where multicap funds could have any allocation they wished to, based on their outlook on the market.
SEBI’s new rule on market-caps in multi-cap funds – what it means for you Read More »
HDFC Top 100 was the largest fund in its category for a long time (and is still among the top 5 in its category in AUM). It has shown great mettle in its comeback stories time and again.
Today, for us, it serves a different purpose. HDFC Top 100 is a great candidate for a serious case study on the changing performance of mutual funds in India and what it means to you.
The rise and fall of HDFC Top 100 Read More »
Thematic funds need timing, in entry and exit. They’re there to kick portfolio returns up a few notches. They’re useful in capitalising on pockets of opportunities. Now, what if there was a thematic fund that turned this on its head?
Prime Recommendation: A thematic fund that actually diversifies your portfolio Read More »
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. Here’s what we aim for, in Prime Funds: To have a range of investment styles. This is important, because as we have stressed many
Quarterly review – changes in Prime Funds, our fund recommendations Read More »
In this second part to our review cycle updates, we’re discussing changes we have made in our mutual fund review tool. In this tool, we give our call on funds – buy, sell, or hold. You can use this tool when reviewing your mutual fund portfolio or for funds where you’re curious about what we
Quarterly review – Changes in buy/ sell/ hold calls in our fund review tool Read More »
The purpose of these disclosures is to provide essential information about the Research Services in a manner to assist and enable the prospective client/client in making an informed decision for engaging in Research services before onboarding. History, Present business and Background: PrimeInvestor Financial Research Private Limited is registered with SEBI as Research Analyst with registration no. INH200008653. The Research Analyst got its registration on August 19, 2021 and is engaged in offering research and recommendation services. Terms and conditions of Research Services: The Research Services will be limited to providing independent research recommendation and shall not be involved in any advisory or portfolio allocation services. The Research Analyst never guarantees the returns on the recommendation provided. Investor shall take note that Investment/trading in stocks/Index or other securities is always subject to market risk. Past performance is never a guarantee of same future results. The Research Analyst shall not be responsible for any loss to the Investors. Disciplinary history: There are no pending material litigations or legal proceedings against the Research Analyst. As on date, no penalties / directions have been issued by SEBI under the SEBI Act or Regulations made there under against the Research Analyst relating to Research Analyst services. Details of its associates: No associates. Disclosures with respect to Research and Recommendations Services: The Research Analyst or its directors or any of its officer/employee does not trade in securities which are subject matter of recommendation. There are no actual or potential conflicts of interest arising from any connection to or association with any issuer of products/ securities, including any material information or facts that might compromise its objectivity or independence in the carrying on of Research Analyst services. Such conflict of interest shall be disclosed to the client as and when they arise. Research Analyst or its directors or its employee or its associates have not received any compensation from the company which is subject matter of recommendation. Research Analyst or its directors or its employee or its associates have not managed or co-managed the public offering of any company. Research Analyst or its directors or its employee or its associates have not received any compensation for investment banking or merchant banking of brokerage services from the subject company. Research Analyst or its directors or its employee or its associates have not received any compensation for products or services other than above from the subject company. Research Analyst or its directors or its employee or its associates have not received any compensation or other benefits from the Subject Company or 3rd party in connection with the research report/ recommendation. The subject company was not a client of Research Analyst or its directors or its employee or its associates during twelve months preceding the date of recommendation services provided. Research Analysts or its directors or its employee or its associates has not served as an officer, director or employee of the subject company. Research Analysts has not been engaged in market making activity of the subject company.
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