thematic funds

Prime recommendation: Book profits on this equity fund

Vidya Bala / Recommendations, Categories, 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 »

Should you hold or exit HDFC Housing Opportunities Fund?

Vidya Bala / Mutual funds & ETFs, Commentary, Premium / December 22, 2020

HDFC Housing Opportunities Fund, a closed ended thematic fund, launched in December 2017. It sought to invest in housing and all other allied sectors including financing as the sectors looked attractive then. The fund has a mandate to invest at least 80% in its primary theme and up to 20% outside its stated theme.

Should you hold or exit HDFC Housing Opportunities Fund? Read More »

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thematic funds

Prime recommendation: Book profits on this equity fund

Should you hold or exit HDFC Housing Opportunities Fund?

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