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Quarterly review: Changes to recommendations in Prime Funds & Prime ETFs

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

Prime Funds is our list of recommendations in equity, debt, and hybrid mutual funds that are worth investing in. Prime Funds narrows down your choices from the thousands of funds that there are, into a concise list of funds that span different styles. Prime Funds are selected based on performance, portfolios, and investment strategies.

In this quarter’s review, we have added to equity funds to play themes that are ripe and made changes to the hybrid recommendations to include better return options. We have made minimal changes to our debt fund recommendations.

Quarterly review: Changes to recommendations in Prime Funds & Prime ETFs Read More »

ULIP vs. Mutual Fund – where should you invest?

/ Mutual funds & ETFs, Categories, Commentary /

As far as investment products go, ULIPs (short for Unit Linked Insurance Products) have the reputation of being the ‘bad boys’. While investor wariness toward ULIPs in their earlier avatar was justified, they have evolved since their pre-2010 days following changes made by IRDAI. However, ULIPs have still not entirely managed to shake off their reputation. In this article, we pit the present day ULIP vs. mutual funds – and compare them on parameters such as their function, how they invest your money, liquidity, expenses and tax treatment and see how they stack up.

ULIP vs. Mutual Fund – where should you invest? Read More »

Debt fund strategies for the current rate scenario

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

The Reserve Bank’s monetary policy on Wednesday served up another repo rate hike of 35 basis points, adding to the 190 basis points through this year. That takes the repo rate to 6.25% from the Covid low of 4%. The key driving factor behind the rapid rate hikes – that of inflation – still remains. The RBI has clearly spelt its commitment to bringing inflation within the target range, even in its latest monetary policy.
In this light, debt fund strategies you have now, to make the most of the current scenario, can be decided based on what you want:

Debt fund strategies for the current rate scenario Read More »

Use this passive fund for your large-and-midcap exposure

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

A few weeks ago, we had written in detail the categories in which we think passive funds have become a necessity to keep your portfolio returns stable; even if you hold active funds. We made this call as performance of active funds were becoming relatively more inconsistent, in a few key categories.

Use this passive fund for your large-and-midcap exposure Read More »

Is it time to add passive funds to your portfolio?

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

In any portfolio that features equity funds, the long-running debate is whether one should go for active or passive funds. We, on the other hand, have held that a portfolio can well feature both active and passive funds using each where it does best. Of late, we have also been of the opinion that there are some categories where you should have passive funds if you are to keep returns up – even if you hold outperforming active funds.

Is it time to add passive funds to your portfolio? Read More »

Quarterly update – changes made to Prime Portfolios

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

Prime Portfolios are a set of 19 unique portfolios that meet over 30 different investor timeframes and needs. Prime Portfolios are listed under Ready-to-use-portfolios in the Recommendations dropdown. These portfolios primarily use mutual funds, but where there are better-suited products such as deposits or government schemes, the portfolios include those as well.

Quarterly update – changes made to Prime Portfolios Read More »

Quarterly review – changes to recommendations in Prime Funds & Prime ETFs

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

Prime Funds narrows the choice of the thousands of funds out there in the market into a list of 50-60 funds that you can pick from to invest. This quarter we have made some additions to gain from the renewed strength that the equity market is exhibiting, the recession fears in the US notwithstanding. There are some additions in the debt space as well, as yields moved up.

Quarterly review – changes to recommendations in Prime Funds & Prime ETFs Read More »

Corporate bond funds, gilt funds and credit risk funds – which to own and when?

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

When it comes to building long-term portfolios with debt, many of you are confused about which funds to use. Should it be corporate bond funds or gilt funds or credit risk funds? To choose these or a combination of these, you need to first know the difference in the characteristics of these fund categories. 

Corporate bond funds, gilt funds and credit risk funds – which to own and when? Read More »

When to use multi-asset allocation funds

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

Multi-asset allocation, by itself, is part of any portfolio building strategy. Both your portfolio’s return potential and its ability to contain downsides is determined by the asset allocation you choose. To this extent AMCS are trying to provide an all-in-one solution through a hybrid category of mutual funds called multi-asset allocation funds.

When to use multi-asset allocation funds Read More »

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 »

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