prime funds Archives - Page 7 of 10

Is it time to add passive funds to your portfolio?

Bhavana Acharya / Strategies, Mutual funds & ETFs, Premium, Research Reports / November 1, 2022

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

PrimeInvestor Research Team / Recommendations, Mutual funds & ETFs, Premium, Research Reports / October 18, 2022

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.

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

PrimeInvestor Research Team / Recommendations, Mutual funds & ETFs, Premium, Research Reports / October 13, 2022

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?

Vidya Bala / Strategies, Mutual funds & ETFs, Premium, Research Reports / September 20, 2022

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

Vidya Bala / Research Reports, Mutual funds & ETFs, Premium, Strategies / August 28, 2022

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?

Bhavana Acharya / Recommendations, Mutual funds & ETFs, Premium, Research Reports / August 16, 2022

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

Vidya Bala / Recommendations, Mutual funds & ETFs, Premium, Research Reports / August 4, 2022

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 »

All your debt fund doubts, answered

Vidya Bala / Commentary, Bonds & Deposits, Mutual funds & ETFs, Premium, Research Reports / July 19, 2022

It is true that debt funds have been a washout in the past 3 years. For an investment of 1-2 years, FDs would have marginally (although not significantly enough) returned higher than liquid and ultra short duration funds.

All your debt fund doubts, answered Read More »

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

PrimeInvestor Research Team / General, Mutual funds & ETFs, Premium, Recommendations, Research Reports / July 7, 2022

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 »

Fund recommendation: Catching a theme on the recovery

Bhavana Acharya / Recommendations, Mutual funds & ETFs, Premium, Research Reports / June 7, 2022

This week, we’re issuing an invest recommendation on another theme that’s starting to break out of a long slump. This theme makes for a good portfolio differentiator as most other diversified equity funds, as yet, have not moved overweight by much on it.

Fund recommendation: Catching a theme on the recovery Read More »

Prime recommendation: Book profits on this equity fund

Vidya Bala / Recommendations, Mutual funds & ETFs, Premium, Research Reports / June 2, 2022

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

Bhavana Acharya / Recommendations, Mutual funds & ETFs, Premium, Research Reports / May 29, 2022

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 »

prime funds

Is it time to add passive funds to your portfolio?

Quarterly update – changes made to Prime Portfolios

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

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

When to use multi-asset allocation funds

Parag Parikh Flexi Cap – should you continue to invest?

Prime Recommendation: How to play the cyclical space now

All your debt fund doubts, answered

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

Fund recommendation: Catching a theme on the recovery

Prime recommendation: Book profits on this equity fund

Debt fund opportunities – the category that’s at a low

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