prime funds

An update on Parag Parikh Flexi Cap and investing internationally

/ Commentary, 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

/ 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 »

Prime portfolios – Performance review and quarterly changes

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

Prime Portfolios are a set of 19 unique portfolios that meet over 30 different investor needs, aspirations, and timeframes. You will find them under the head Ready-to-use-portfolios (listed in the Recommendations menu, post login). With Prime Portfolios completing close to 2 years, we are now presenting the performance of some of the key portfolios in this article. 

Prime portfolios – Performance review and quarterly changes Read More »

Quarterly review: changes to Prime Funds, our fund recommendations

/ Premium, General, Research Reports /

When a small-cap fund served up 1-year returns in excess of 100% while another stayed far below at 77%, when a multi-asset allocation fund had less than 40% allocated to equity while another had nearly double that – you know fund managers differ a lot in their opinion about the market and the opportunities in

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

Prime Debt outlook 2022 – Interesting times ahead for debt investors

/ Bonds & Deposits, Commentary, Mutual funds & ETFs, Premium /

So what’s ahead for the prime debt outlook 2022? Do we expect rates to now sidle sideways or to continue their climb? Though the onset of Omicron may see the MPC continue to make dovish noises and delay repo rate hikes as much as it can, we think that market interest rates will continue to climb in 2022 irrespective of whether or not MPC acts.

Prime Debt outlook 2022 – Interesting times ahead for debt investors Read More »

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