ETFs Archives - PrimeInvestor

5 reasons to avoid PSU ETFs

By Aarati Krishnan / Mutual funds & ETFs, Categories, Commentary, Premium, Research Reports, Strategies / January 17, 2023 January 17, 2023

The list of top performing equity funds for the past year features a couple of unusual entries. With a return of 18-21 per cent, CPSE ETF (managed by Nippon India Mutual Fund for the government of India) and the Bharat 22 ETF (managed by ICICI Prudential Mutual Fund) are top rankers among equity funds.
This has many investors asking if they should add these passive funds to their portfolio. The portfolios of CPSE and Bharat 22 ETFs are made up of the PSU oil, energy and financial giants which are the flavour of the season. These ETFs’ costs are ultra-low because they are used as divestment vehicles. Both ETFs would also seem to be ‘value buys’ if you go by their ultra-cheap valuations. The CPSE ETF trades at a portfolio PE of 7 times and Bharat 22 ETF at about 11 times. This is a fraction of the current Nifty50 PE at over 21 times.
But does this make them worth betting on? There are five good reasons for long-term stock investors to steer clear of these ETFs.

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Quarterly review: Changes to recommendations in Prime Funds & Prime ETFs

By PrimeInvestor Research Team / Mutual funds & ETFs, Categories, Premium, Recommendations, Strategies / January 3, 2023 January 9, 2023

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 quarter’s review, we have added to equity funds to play themes that are ripe and made changes to the hybrid recommendations to include better return options. We have made minimal changes to our debt fund recommendations.

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Quarterly review – changes to recommendations in Prime Funds & Prime ETFs

By PrimeInvestor Research Team / Recommendations, Categories, Mutual funds & ETFs, Premium, Research Reports / October 13, 2022 October 15, 2022

Prime Funds narrows the choice of the thousands of funds out there in the market into a list of 50-60 funds that you can pick from to invest. This quarter we have made some additions to gain from the renewed strength that the equity market is exhibiting, the recession fears in the US notwithstanding. There are some additions in the debt space as well, as yields moved up.

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International funds – what are your options now?

By Bhavana Acharya / Strategies, Categories, Commentary, General, Mutual funds & ETFs, Premium, Research Reports / September 13, 2022 February 16, 2023

Funds investing internationally were the flavour of the season all of last year. That changed in February this year, when funds hit the ceiling set by the Reserve Bank on how much they could invest in overseas securities. When we first explained the scenario, expectations were that this cap would be increased in due course and international funds could open up again.

Quarterly review – changes to recommendations in Prime Funds & Prime ETFs

By PrimeInvestor Research Team / General, Mutual funds & ETFs, Premium, Recommendations, Research Reports / July 7, 2022 July 7, 2022

We have only a few changes this quarter with some interesting additions in the equity aggressive category and in debt as well. We have also added a couple of themed funds to capture a visible up trend in the economic activity.

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Which ETFs can be part of your portfolio?

By Bhavana Acharya / Premium, Categories, Mutual funds & ETFs, Research Reports, Strategies / June 19, 2022 November 23, 2022

The world of passive investment options is a growing one, and the ETFs available now number over 100.

Because passive investing has gained such a name for itself, you may think that anything passive is a great investment. No. There are ETFs which make good investments and those that do not, just like with active funds.

Do you really need silver ETFs in your portfolio?

By Aarati Krishnan / Categories, Commentary, Gold, Mutual funds & ETFs / January 20, 2022 November 23, 2022

These Silver ETFs intend to invest at least 95% of their assets in silver of 99.9% purity. They will benchmark themselves to the daily silver ‘fixing’ – a benchmark price published by the London Bullion Market Association, translated into Rupees.

NFO Review: Nippon India Taiwan Equity Fund – ride the chip shortage

By Vidya Bala / Categories, Mutual funds & ETFs, Premium, Recommendations / November 25, 2021 November 23, 2022

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.

Prime Recommendation – An ETF for uncertain markets

By Bhavana Acharya / Mutual funds & ETFs, Premium / January 17, 2021 January 20, 2021

The Nifty 50 has rallied 16% in 1 year, the Nifty 50 PE is breaking past peaks, and you’re worried that this may be the end of the party and that you may miss further rallies if it isn’t the end. In uncertain markets like these, there’s a great option to both contain losses and generate returns.

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Nippon India ETF Nifty CPSE Bond Plus SDL – Should you invest?

By Vidya Bala / Mutual funds & ETFs, General, Recommendations / November 3, 2020 January 20, 2021

Nippon India ETF Nifty CPSE Bond Plus SDL- 2024 Maturity is yet another unique target-maturity debt ETF like Bharat Bond. Is this a good time to invest in it?

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Quarterly review – what’s new in Prime ETFs, our ETF recommendations

By PrimeInvestor Research Team / Research Reports, Mutual funds & ETFs, Premium / October 18, 2020 December 1, 2021

Prime ETFs is the list of ETFs that we recommend. This ETF list features both broad-market and thematic indices. We have only added ETFs in this quarter.

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Prime Reviews: ICICI Pru Alpha Low Vol 30 ETF NFO – a winning multi-factor combo?

By Bhavana Acharya / Mutual funds & ETFs, General / August 6, 2020 October 1, 2021

It appears to be ETF season now with many AMCs lining up or launching ETFs. ICICI Pru AMC’s new ETF launch aims to mirror the Nifty Alpha Low Vol 30 index. This multi-factor index combines the long-term benefits of containing downsides (through low volatility factor) along with higher returns (through high-alpha stocks).

ETFs

5 reasons to avoid PSU ETFs

Quarterly review: Changes to recommendations in Prime Funds & Prime ETFs

Quarterly review – changes to recommendations in Prime Funds & Prime ETFs

International funds – what are your options now?

Quarterly review – changes to recommendations in Prime Funds & Prime ETFs

Which ETFs can be part of your portfolio?

Do you really need silver ETFs in your portfolio?

NFO Review: Nippon India Taiwan Equity Fund – ride the chip shortage

Prime Recommendation – An ETF for uncertain markets

Nippon India ETF Nifty CPSE Bond Plus SDL – Should you invest?

Quarterly review – what’s new in Prime ETFs, our ETF recommendations

Prime Reviews: ICICI Pru Alpha Low Vol 30 ETF NFO – a winning multi-factor combo?

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