This quarter’s review includes a few changes in debt Prime funds.
Quarterly review – Changes to Prime Funds, Prime ETFs & Prime Portfolios Read More »
This quarter’s review includes a few changes in equity and hybrid Prime funds.
Quarterly review – Changes to Prime Funds, Prime ETFs & Prime Portfolios Read More »
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 review,
Quarterly review – Changes to Prime Funds, Prime ETFs & Prime Portfolios Read More »
There are a few fund additions and deletions across equity and debt in this quarter’s review.
Quarterly review – Changes to Prime Funds, Prime ETFs & Prime Portfolios Read More »
In this quarter’s review of our recommendations, we have made 3 fund additions and a few removals from our Prime Funds and ETFs Prime ETFs list.
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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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In this quarter’s review, we have made some changes to Prime Portfolios to replace underperforming funds with newer ones. We have explained whether you need to exit or hold the funds we have removed.
Quarterly review: Changes to Prime Portfolios, our readymade portfolios Read More »
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. These portfolios primarily use mutual funds, but where there are better-suited products such as deposits or government schemes, the portfolios include those too.
Quarterly review: Changes to Prime Portfolios, our readymade portfolios Read More »
If there’s one trend that equity funds don’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.
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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
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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.
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Our passive portfolios have seen a new addition this quarter.
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