Quarterly review – changes to Prime Portfolios
A few changes in portfolios to capitalise on debt yield and the current market rally
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mutual funds
Quarterly review – changes to Prime Funds and Prime ETFs
In this quarter’s review of our recommendations, we have made 3 fund additions and a few removals from our Prime Funds and ETFs Prime ETFs list.
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Podcast : Sector Funds, Foreign investments in India, Startups & more!
Prime Podcast S01 Ep03.
In this third episode of the PrimeInvestor podcast, we delve into sector funds and the latest news events that have a significant impact on the markets and your investments.
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Sukanya Samriddhi vs Child Mutual Fund – which one is better?
Becoming a parent affects every aspect of your life and your money is no exception. You not only have to plan for your own life goals, but for those of your children as well, such as education. For the purpose of building a corpus for young daughters, the Sukanya Samriddhi Account Scheme is an attractive option to evaluate.
However, when evaluating the Sukanya Samriddhi option, a common question is how it compares with child mutual funds. So if it is Sukanya Samriddhi vs Child mutual fund, which one should you choose?
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Simplify Your Investments: How to Consolidate Your Mutual Fund Portfolio in 5 steps
You should be able to make do with just 4 to 12 funds in your entire mutual fund portfolio to meet all your goals
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NFO Review: Motilal Oswal Nifty Microcap 250 Index Fund
Of the passive options that have caught investor attention, the NFO of the Motilal Oswal Nifty Microcap 250 index is the newest. This fund aims to mimic the Nifty Microcap 250 index – this index comprises the 250 stocks beyond the Nifty 500. Given that the Nifty 500 itself covers 95% of the total market
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6 investment styles – which one suits you?
Apart from the fund manager’s skill, a hidden factor that explains such return differences is the investment styles in which each fund is managed. Right now, many of the funds that have managed to top the charts with a 16% return are value-style funds, while the laggards are growth-oriented ones.
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SEBI sees through AMCs’ games – How the new MF proposals will impact you
Last week, we made a quiet note about SEBI’s consultation paper on mutual funds in the PrimeInvestor Community. A consultation paper solicits opinion from the public on proposals mooted by the regulator, along with rationale for such proposals. Do note that these are proposals and have not been implemented.
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NFO Review: HDFC Defence Fund
If there’s one NFO that’s trying to be a hop out of the regular, it is the HDFC Defence Fund. And with good reason – the defence space has been garnering increasing attention in stock markets with defence plays rallying. This open-ended thematic fund opens for subscription today.
HDFC Defence will be the only fund on the defence theme, making it differentiated from other sector offerings. There’s also no denying the scope in the defence sector, especially after key changes in defence capex spending which focuses on indigenous procurement. So, can this NFO make a good portfolio addition?
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Prime Fund Recommendation: A beaten-down sector to pick up now
Getting into a sector when the going is rough can pay off as kinks get ironed out and prospects look up. The complexity of this sector, along with other factors, has led to steep underperformance against the Nifty 50. But with more clarity now emerging on sustainable growth from here as well as a shift in the contours of the sector, this may be an opportune time to build up exposure to this beaten-down sector.
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4 Metrics to choose the best index funds and ETFs
“Which equity fund should I buy?” When asked an open-end question like this, most financial experts recommend an index fund. Choosing an index fund is supposed to be far easier than choosing an active fund from the hundreds of schemes. But the number and variety of index funds in India has mushroomed too. There are about 94 open-end equity index funds, while over 120 equity Exchange Traded Funds (ETFs) are listed on the exchanges. So, if you’re thinking of buying an index fund, how do you choose the right one? Here are four metrics to choose the best index funds and ETFs.
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Prime Fund Recommendation: A multi-asset fund for long-term portfolios
Multi-asset allocation funds as a category are not easy to use. With funds in the category having the freedom to swing drastically between asset classes, the aspects to consider range from how asset allocation calls are taken, how much the allocation changes, whether this translates into returns, and finally what the taxation is going to be.
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