While long-term returns are the best when analysing mutual fund performance,
there are certain situations where short-term returns become important.
4 reasons why short term returns matter for MFs Read More »
The most comprehensive tool to get research insights and review of your live MF portfolio
New launch – Introducing Portfolio Review Pro Read More »
Propelled by economic growth, along with signs of recovery, the underlying theme of this fund makes for a good long-term option now.
Prime Recommendation: A thematic fund to add in long-term portfolios Read More »
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.
Quarterly review – changes to Prime Funds and Prime ETFs Read 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.
Podcast : Sector Funds, Foreign investments in India, Startups & more! Read More »
Mid and small-cap funds form a part of a long-term portfolio to boost overall portfolio returns. But there are times when these market-cap segments underperform for various reasons. The small-cap index spent much of nearly two years languishing behind the Nifty 50. This is now changing, serving up a good opportunity to focus on the small-cap segment.
Prime Fund recommendation: A fund to play the small cap pick up Read More »
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.
6 investment styles – which one suits you? Read More »
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.
SEBI sees through AMCs’ games – How the new MF proposals will impact you Read More »
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.
Prime Fund Recommendation: A beaten-down sector to pick up now Read More »
“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.
4 Metrics to choose the best index funds and ETFs Read More »
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.
Prime Fund Recommendation: A multi-asset fund for long-term portfolios 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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