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Parag Parikh Flexi Cap – should you continue to invest?

/ Recommendations, Categories, Mutual funds & ETFs, Premium, Research Reports /

Up until six months ago, Parag Parikh Flexi cap was an investor favourite. Its chart-topping performance and overseas investments served as the key attractions. These very same factors now appear to be doing the opposite, causing investors to worry over continuing investments. So, should you be concerned over Parag Parikh Flexi Cap’s performance? Is the restriction in investing abroad a game-changer for the fund? 

Parag Parikh Flexi Cap – should you continue to invest? Read More »

Prime Recommendation: How to play the cyclical space now

/ Recommendations, Categories, Mutual funds & ETFs, Premium, Research Reports /

Manufacturing is back in favour in the stock market, largely driven by cyclicals such as auto, auto components, industrials and capital goods. In this report, we discuss in detail the prospects for the manufacturing space and how to play it through a thematic fund that we added a month ago in Prime Funds.

Prime Recommendation: How to play the cyclical space now Read More »

Prime Review: 3 passive indices built on ‘Quality’

/ Strategies, Categories, Mutual funds & ETFs, Premium, Recommendations, Research Reports /

In this analysis, we look at indices on the ‘Quality’ factor. There are two NFOs running now – DSP Midcap 150 Quality 50 Index fund (there’s already the ETF version of this) and Aditya Birla SL Nifty 200 Quality 30. These two indices join the Nifty 100 Quality 30 index, on which there is an already existing ETF (from Edelweiss).

Prime Review: 3 passive indices built on ‘Quality’ Read More »

What’s next for HDFC MF investors

/ Commentary, Categories, General, Mutual funds & ETFs /

Chief Investment Officers (CIOs) or star fund managers bidding goodbye to an AMC, or even the MF industry, has become a commonplace occurrence in India. The recent bull market has seen many well-known fund managers, from Kenneth Andrade of IDFC to Sunil Singhania of Nippon quit their MFs to seek greener pastures in managing PMS schemes or AIFs. 

What’s next for HDFC MF investors Read More »

Prime recommendation: Book profits on this equity fund

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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. 

Prime recommendation: Book profits on this equity fund Read More »

Debt fund opportunities – the category that’s at a low

/ Recommendations, Categories, Mutual funds & ETFs, Premium, Research Reports /

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.

Debt fund opportunities – the category that’s at a low Read More »

Governance at mutual funds: What you should know about the inside workings

/ Commentary, Categories, General, Mutual funds & ETFs /

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.

Governance at mutual funds: What you should know about the inside workings Read More »

What to do with your Axis mutual funds?

/ Commentary, Categories, Mutual funds & ETFs, Premium, Research Reports /

Axis Mutual Fund issued a public notice removing and replacing two of its fund managers, Viresh Joshi and Deepak Agarwal, from seven of its schemes — Banking, Technology, Consumption, and Nifty ETFs and Axis Value, Quant and Arbitrage Funds. This move was accompanied by speculation that the managers were suspended on front-running charges. Axis Mutual Fund hasn’t explicitly mentioned front-running charges, but it has confirmed that it has been investigating “potential irregularities” with the help of external advisors.

What to do with your Axis mutual funds? Read More »

Four passive debt funds to invest right now

/ Premium, Categories, Mutual funds & ETFs, Recommendations, Research Reports /

Not so long ago, if debt investors in India wanted to get a 7% plus return, they had to go to post office schemes with (poor service and) a long lock-in period like the PPF or GOI Floating Rate Savings Bonds with a 7-year lock-in period. These options, apart from the difficulty of accessing them, required investors to sacrifice liquidity for returns. 

Four passive debt funds to invest right now Read More »

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