prime funds Archives - Page 6 of 10

4 easy steps to picking good mutual fund schemes

Vidya Bala / Mutual funds & ETFs, General, Strategies / March 5, 2023

The top-used product at PrimeInvestor, our MF Review Tool, is good for anyone who wants to know our call on your fund (buy/hold/sell) and the reason for the same. It also helps you pick the funds we have a buy on, if you want to go beyond Prime Funds.
But for those of you who want to see the evidence backed by data or wish to do your own filtering, then Prime MF Screener is the only tool available today in town for you to do this evidence-based investing. If you are a subscriber – well, what’s stopping you from empowering yourself using our MF Screener to pick good mutual fund schemes?

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Prime Recommendation: Commodity and the rise of the old economy

Vidya Bala / Recommendations, Mutual funds & ETFs, Premium / February 28, 2023

In March 2021, our call on the commodities fund we added panned out well. But we decided to issue a book profit call in June 2022, as we wanted to preserve some of the profits given the cool off that was visible then in commodity prices.
And as anticipated, commodities cooled off a fair bit globally. Triggered by inflation-driven rate hikes and recession fears, pre-emptive physical destocking (reducing inventories anticipating higher cost of holding inventories) resulted in lower prices. The traded Goldman Sachs Commodity index graph below will tell you that our call was largely in line with this index’s move.

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Adani stocks and index funds: cause for concern?

Aarati Krishnan / Commentary, Mutual funds & ETFs, Stocks / February 23, 2023

After the Hindenburg bombshell tanked Adani stocks, the faith that some investors placed in index investing seems to have been shaken. With the Nifty 50 and Nifty Next 50 featuring seven Adani group stocks between them, PrimeInvestor received many queries soon after the news broke.

Adani stocks and index funds: cause for concern? Read More »

Build your own portfolio with PrimeInvestor’s super tool

Bhavana Acharya / General, Investment basics, Mutual funds & ETFs, Strategies / February 21, 2023

PrimeInvestor’s super new tool, Build your own portfolio is a simple and powerful solution for your need to customise your portfolio the way you wish to, but without choosing the wrong funds nor going wrong on allocation! It guides you into designing a portfolio for yourself using Prime Funds, based on your inputs. Here’s more.

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Prime Equity Outlook 2023

N V Chandrachoodamani / Markets, Premium, Research Reports, Stocks / January 15, 2023

In our Prime Equity outlook in 2022 we said “We would expect any correction triggered by global rates to take the Nifty 50 down to the 12,500 to 15,000 range. In this range, investors should deploy cash and swoop in on buying opportunities rather than develop cold feet!”.
The equity market world over did see a correction in 2022 along these lines and as geo-political factors took hold. Indian markets too, experienced a rout in the first half of the year hitting close to our predicted range at 15,200 by mid-June.
Even so, India did a lot better than its emerging market peers. The Nifty 50 closed the year on a positive note, with a modest 4% return. Simply buying the Nifty 50 would have delivered a good 18% from June until December 2022. Our own stock picks delivered well in 2022, too.
But with global recession on the cards, still high Nifty 50 and a hostile rate scenario, can 2023 be better than 2022? For Indian markets, there are some key trends that we think can play out. We look at where the Nifty 50 could be headed, and where opportunities lie.

Prime Equity Outlook 2023 Read More »

Prime Debt outlook 2023: Handling a rate pause

Aarati Krishnan / Bonds & Deposits, Markets, Premium / January 8, 2023

After bungee jumping off a cliff, it is good to wait for the adrenaline rush to wear off. Indian bond markets are in exactly this situation now. After falling sharply as rates rose, bond prices are pausing to take a breath. In our debt outlook last year we expected rates to continue their upward climb and recommended strategies to play this. During the course of 2023, we think interest rates could top out and stabilise. We tell you what this will mean for your debt portfolio.

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Quarterly Review: Prime Portfolios performance review & quarter changes

PrimeInvestor Research Team / Mutual funds & ETFs, Premium, Recommendations, Strategies / January 5, 2023

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.

We review these portfolios every quarter and make changes to remove underperformers or to include any new investment opportunity or product that may come by. At the end of each year, we review the performance of key portfolios, in addition to discussing the changes we make.

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

PrimeInvestor Research Team / Mutual funds & ETFs, Premium, Recommendations, Strategies / January 3, 2023

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 »

Prime Funds performance in 2022

PrimeInvestor Research Team / Mutual funds & ETFs, Premium, Recommendations / December 22, 2022

The close of another year means that it’s the time we review how our recommendations have done. We published our Prime Stocks report card a few days ago. In this instalment, we cover Prime Funds performance in 2022

Prime Funds performance in 2022 Read More »

ULIP vs. Mutual Fund – where should you invest?

Pavithra Jaivant / Mutual funds & ETFs, Commentary / December 15, 2022

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

Bhavana Acharya / Strategies, Mutual funds & ETFs, Premium, Research Reports / December 8, 2022

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:

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

Bhavana Acharya / Recommendations, Mutual funds & ETFs, Premium, Research Reports, Strategies / November 20, 2022

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 »

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