Login
Login
Free Trial

prime funds

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 »

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

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

We have only a few changes this quarter with some interesting additions in the equity aggressive category and in debt as well. We have also added a couple of themed funds to capture a visible up trend in the economic activity.

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

Copyright © 2024 PrimeInvestor. All Rights Reserved.

Legal Disclaimer : PrimeInvestor Financial Research Pvt Ltd (with brand name PrimeInvestor) is an independent research entity offering research services on personal finance products to customers. We are a SEBI registered Research Analyst (Registration: INH200008653). The content and reports generated by the entity does not constitute or is not intended to constitute an offer to buy or sell, or a solicitation to an offer to buy or sell financial products, units or securities. All content and information are provided on an ‘as is’ basis by PrimeInvestor Financial Research Pvt Ltd. Information herein is believed to be reliable but PrimeInvestor Financial Research Pvt Ltd does not warrant its completeness or accuracy and expressly disclaims all warranties and conditions of any kind, whether express or implied. The services rendered by PrimeInvestor Financial Research Pvt Ltd are on a best-effort basis. PrimeInvestor Financial Research Pvt Ltd does not assure or guarantee the user any minimum or fixed returns. PrimeInvestor Financial Research Pvt Ltd or any of its officers, directors, partners, employees, agents, subsidiaries, affiliates or business associates will not liable for any losses, cost of damage incurred consequent upon relying on investment information, research opinions or advice or any other material/information whatsoever on the web site, reports, mails or notifications issued by PrimeInvestor Financial Research Pvt Ltd or any other agency appointed/authorised by PrimeInvestor Financial Research Pvt Ltd. Use of the above-said information is at the user’s own risk. The user must make his own investment decisions based on his specific investment objective and financial position and using such independent advisors as he believes necessary. All intellectual property rights emerging from this website, blog, and investment solutions are and shall remain with PrimeInvestor Financial Research Pvt Ltd. All material made available is meant for the user’s personal use and such user shall not resell, copy, or redistribute the newsletter or any part of it, or use it for any commercial purpose. PrimeInvestor Financial Research Pvt Ltd, or any of its officers, directors, employees, or subsidiaries have not received any compensation/ benefits whether monetary or in kind, from the AMC, company, government, bank or any other product manufacturer or third party, whose products are the subject of its research or investment information. The performance data quoted represents past performance and does not guarantee future results. Investing in financial products involves risk. Investments are subject to market risk. Please read all related documents carefully. As a condition to accessing the content and website of PrimeInvestor Financial Research Pvt Ltd, you agree to our Terms and Conditions of Use, available here. This service is not directed for access or use by anyone in a country, especially the USA, Canada or the European Union countries, where such use or access is unlawful or which may subject PrimeInvestor Financial Research Pvt Ltd or its affiliates to any registration or licensing requirement.

 

SEBI Research Analyst Registration No.: INH200008653
Registration granted by SEBI and  certification  from  NISM  in  no  way  guarantee performance  of  the intermediary or provide any assurance of returns to investors.

Investment  in securities  market  are  subject  to  market  risks.  Read  all  the related documents carefully before investing.

 

Compliance Officer Details: Name: Srikanth Meenakshi; Email: contact@primeinvestor.in

Grievance Officer Details: Name: Srikanth Meenakshi; Email: contact@primeinvestor.in

PrimeInvestor Financial Research Pvt. Ltd.
Member of FinBlue, a FinTech center of excellence
2B, Anand apartments, RK Salai 6th Street

Mylapore, Chennai 600004
Login to your account
OR
Continue with Google
Login
Start Free Trial

Become a PrimeInvestor!

Get stock & mutual fund recommendations

Register using Google
or
Have an account?
Login To Your Account
OR
Continue with Google
Don’t have an account ? Register for free