quarterly review

Quarterly update โ€“ changes made to Prime Portfolios

Prime Portfolios are a set of 19 unique portfolios that meet over 30 different investor timeframes and needs. Prime Portfolios are listed underย Ready-to-use-portfoliosย in the Recommendations dropdown.ย 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 Prime Portfolios, our readymade portfolios

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

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Quarterly review โ€“ changes to Prime Funds, our fund recommendations

If thereโ€™s one trend that equity funds donโ€™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.ย 

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Quarterly review: changes to Prime Funds, our fund recommendations

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 โ€“ you know fund managers differ a lot in their opinion about the market and the opportunities in

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Quarterly review โ€“ changes in Prime Funds, our mutual fund recommendations

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.ย 

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Quarterly Review โ€“ Whatโ€™s in and whatโ€™s out in Prime ETFs?

We have made our quarterly review and changes to our list of recommended ETFs โ€“ Prime ETFs. Before we move to the changes, a brief note on how we pick our ETFs. We start with comparing indices on which ETFs are built. We look at them from their ability to consistently deliver, contain downsides and beat peers and even active funds.

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Quarterly Review: Whatโ€™s in and whatโ€™s out in Prime Funds?

Prime Funds is our recommended list of funds across equity, hybrid, and debt categories. We draw up this list with Prime Ratings as a base, adding more quantitative and qualitative factors on top of it. We review this list on a quarterly basis to ensure that recommendations remain only in quality funds

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