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Prime recommendation: Book profits on this equity fund

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

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 »

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

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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 »

Prime Fund Recommendation: A fund for the opportunist in you

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Some funds have a clear fundamental strategy that shows in their portfolio construct. When that strategy pays off, they deliver. But many good-to-hear strategies have failed for many mutual funds in recent years. This is partly due to fast-shuffling sector preferences in the market and partly due to high stock weights in the index that funds struggle to replicate. As a result, you see them underperforming key indices. 

Prime Fund Recommendation: A fund for the opportunist in you Read More »

Quarterly review: Changes to Prime Portfolios, our readymade portfolios

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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 menu dropdown. These portfolios primarily use mutual funds, but where there are better-suited products such as deposits or government schemes, the portfolios include those too.

Quarterly review: Changes to Prime Portfolios, our readymade portfolios Read More »

Quarterly review – changes to Prime Funds, our fund recommendations

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

If there’s one trend that equity funds don’t seem to be shaking off soon, it is the performance divergence. Over the past few review cycles, we have been highlighting how up-and-coming funds have soared well past the earlier steady performers. Taking stock of the underperformers, the nature of market movements, and returns we have made some key changes to our equity funds in this review cycle. 

Quarterly review – changes to Prime Funds, our fund recommendations Read More »

An update on Parag Parikh Flexi Cap and investing internationally

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

In January, mutual funds investing overseas came up to a roadblock. As we had explained at the time on these curbs on international funds, Reserve Bank rules limit the amount mutual funds as a whole can invest in foreign securities. The cap stands at $7 billion for all foreign securities other than ETFs and $1 billion for ETFs. That $7 billion mark was close to being breached. And so, SEBI directed international funds to close off fresh subscriptions until a new limit could be worked out with the RBI. Please read our earlier article on this subject to understand the background.

An update on Parag Parikh Flexi Cap and investing internationally Read More »

Prime recommendation: A credit risk fund to tap better returns

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

Up until recently, we tended to avoid funds with any level of credit risk let alone pure credit risk funds. The domino effect of the 2018 IL&FS saga on other issuers, funds themselves trying to clean up their portfolios, the risk that the lockdowns imposed on corporate credit quality and the like kept us wary of entering the space.

Prime recommendation: A credit risk fund to tap better returns Read More »

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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.

 

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