Prime Funds performance in 2021
Stock markets did not disappoint you in 2021. The various market cap segments delivered textbook-like bull market returns with small caps outperforming midcaps and midcaps outperforming large caps.
Prime Funds performance in 2021 Read More »
On December 1, you would have received text messages from various AMCs on the ‘Potential Risk Class Matrix’ (PRC) of the debt schemes you hold. If you’re worried about any change in risk profile of your fund based on this, you should read this article.
Potential Risk Class matrix for debt funds – what should you do? Read More »
Today, we’re going a step further and drawing up a debt fund portfolio you can use for a specific timeframe – and that is a timeframe that’s 3 years and longer.
Prime Recommendation: A debt fund portfolio for long-term holdings Read More »
The Nippon India Taiwan Equity Fund will invest in the new Taiwan dollar (NRD) currency. It is noteworthy that this currency has appreciated by about 5% annually against the rupee over a 10-year period.
NFO Review: Nippon India Taiwan Equity Fund – ride the chip shortage Read More »
This is the Motilal Oswal MSCI EAFE Top 100 Select Index Fund (yes, one long fund name!), a passive fund that will track the MSCI EAFE Top 100 Select Index. This index represents the largest stocks in developed markets in Europe, Australasia and the Far East. That means the US, the key global market, is not part of this index.
NFO Review: Motilal Oswal MSCI EAFE Top 100 Select Index Fund Read More »
India’s IPO market has been throwing up many money-making opportunities lately. But for retail investors trying to get in on a piece of the action, bidding in IPOs is a frustrating exercise. But if you’re set on investing in IPOs, here’s a workaround through the mutual fund route.
Fund review: For a bite of the IPO action Read More »
Prime Strategy: How to invest in debt funds now?
If you had invested in an ultra-short debt fund like Axis Treasury Advantage 3 years ago, your returns would be 7.3% CAGR now. Not bad at all by today’s standards, right? If you invested in the same fund 2 years ago in November 2019, your returns would be 6% – still not terrible. But what if you had invested in this fund just a year ago?
Prime Strategy: How to invest in debt funds now? Read More »
one good way to de-risk your equity fund portfolio from a market fall would be to switch from funds following a momentum style of investing to those following a value or contrarian style or funds with a value-oriented approach. Value funds typically buy fundamentally sound companies that trade at a discount to their intrinsic value in the markets.
5 ways to de-risk your equity funds, without cashing out Read More »
With the Sensex hurtling past the 60,000-mark and showing few signs of slowing down, you may be getting increasingly jittery about stock markets. If you’re wondering where in this market to invest and how to move with the market, then we have an option.
Prime Recommendation: A fund to move with the market Read More »
We’ll explain the Prime Portfolios where we have made changes in this review cycle and the reasons for the same. We’ll also tell you what to do with existing investments in the portfolios.
Quarterly Review – Changes to Prime Portfolios Read More »
If you have noticed the portfolios of dynamic asset allocation funds with a fundamental-only driven model, you will see them sporting net equity holdings of under 40% now. In a market where over 40% of the stocks have a price earnings ratio of over 50 times or no PE at all (i.e., the company is loss-making), dynamic asset allocation funds can draw little comfort in holding higher allocation to equity.
Quarterly review – changes in Prime Funds, our mutual fund recommendations Read More »
We are living in strange times. No, I am not talking of Covid-19. Your one-year returns of equity funds (across categories), at an average 31% between January to March 22, 2021, zoomed to an average 69% since March 23, 2021. In other words, 1-year returns suddenly doubled from March 23, 2021. If you recall, March 23 2020 was a market low. So, 1-year returns from March 23, 2021, have started looking abnormally high.
Quarterly review – changes in Prime Funds, our mutual fund recommendations Read More »
The purpose of these disclosures is to provide essential information about the Research Services in a manner to assist and enable the prospective client/client in making an informed decision for engaging in Research services before onboarding. History, Present business and Background: PrimeInvestor Financial Research Private Limited is registered with SEBI as Research Analyst with registration no. INH200008653. The Research Analyst got its registration on August 19, 2021 and is engaged in offering research and recommendation services. Terms and conditions of Research Services: The Research Services will be limited to providing independent research recommendation and shall not be involved in any advisory or portfolio allocation services. The Research Analyst never guarantees the returns on the recommendation provided. Investor shall take note that Investment/trading in stocks/Index or other securities is always subject to market risk. Past performance is never a guarantee of same future results. The Research Analyst shall not be responsible for any loss to the Investors. Disciplinary history: There are no pending material litigations or legal proceedings against the Research Analyst. As on date, no penalties / directions have been issued by SEBI under the SEBI Act or Regulations made there under against the Research Analyst relating to Research Analyst services. Details of its associates: No associates. Disclosures with respect to Research and Recommendations Services: The Research Analyst or its directors or any of its officer/employee does not trade in securities which are subject matter of recommendation. There are no actual or potential conflicts of interest arising from any connection to or association with any issuer of products/ securities, including any material information or facts that might compromise its objectivity or independence in the carrying on of Research Analyst services. Such conflict of interest shall be disclosed to the client as and when they arise. Research Analyst or its directors or its employee or its associates have not received any compensation from the company which is subject matter of recommendation. Research Analyst or its directors or its employee or its associates have not managed or co-managed the public offering of any company. Research Analyst or its directors or its employee or its associates have not received any compensation for investment banking or merchant banking of brokerage services from the subject company. Research Analyst or its directors or its employee or its associates have not received any compensation for products or services other than above from the subject company. Research Analyst or its directors or its employee or its associates have not received any compensation or other benefits from the Subject Company or 3rd party in connection with the research report/ recommendation. The subject company was not a client of Research Analyst or its directors or its employee or its associates during twelve months preceding the date of recommendation services provided. Research Analysts or its directors or its employee or its associates has not served as an officer, director or employee of the subject company. Research Analysts has not been engaged in market making activity of the subject company.
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