Midcap fund growing
Mutual funds & ETFs
Bhavana Acharya

Prime Recommendation: A midcap fund for any long-term portfolio

If you are a long-term investor, adding mid-cap funds to your portfolio will drive overall returns. And in such mid-cap exposure, many of you could simply want funds that can deliver returns that are at least better than the mid-cap index and not collapse during market declines.

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Mutual funds & ETFs
PrimeInvestor Research Team

SEBI’s new rule on market-caps in multi-cap funds – what it means for you

As per this new SEBI multicap rule, a multi-cap fund should allocate 25% each at the minimum to smallcap, midcap and largecap stocks. This is a sea change from the current scenario where multicap funds could have any allocation they wished to, based on their outlook on the market.

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HDFC Top 100
Mutual funds & ETFs
Vidya Bala

The rise and fall of HDFC Top 100

HDFC Top 100 was the largest fund in its category for a long time (and is still among the top 5 in its category in AUM). It has shown great mettle in its comeback stories time and again.
Today, for us, it serves a different purpose. HDFC Top 100 is a great candidate for a serious case study on the changing performance of mutual funds in India and what it means to you.

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Mutual funds & ETFs
Bhavana Acharya

Prime Recommendation: A thematic fund that actually diversifies your portfolio

Thematic funds need timing, in entry and exit. They’re there to kick portfolio returns up a few notches. They’re useful in capitalising on pockets of opportunities. Now, what if there was a thematic fund that turned this on its head?

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Mutual funds & ETFs
Bhavana Acharya

Using MF returns data: the right ways

Among the many queries we get, one that features frequently is why we have one fund recommended when another is doing well, or whether you can move from one fund to another that’s doing better. And that’s a great way to look at fund returns because a fund that’s able to beat both market and peers is a good one to have.

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Webinar
Mutual funds & ETFs
Vidya Bala

“Should I invest in mutual funds if I invest in stocks directly?”– and other questions from our webinar

We had a wonderful time answering your thought-provoking questions in our first, premium webinar on portfolio design. But the 40-minute QA could still not do justice to the questions we received. We have therefore answered more here.

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How to review your mutual fund portfolio
Mutual funds & ETFs
Vidya Bala

How to review your mutual fund portfolio

Every time you need to review your portfolio, no doubt your mind is flooded with questions.
“My fund is underperforming. Should I sell it or not?”.
“How to go about selling it – in one shot or in a staggered manner?”
“How long should I hold an underperformer?
“If I hold a mediocre fund but start SIPs in a fresh one, over time, the number of funds in my portfolio goes up. What to do?”
Before we move on to discussing these questions, to the extent we can, let’s first talk about the review process per se.

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Mutual funds & ETFs
Bhavana Acharya

Part II – Which mutual fund categories are the best for your portfolio?

Last week, we looked at the equity fund categories there are and how you can use them in your portfolio. This week, we will take up each debt fund category and the hybrid categories. As with equity funds, in both debt and hybrid categories, you don’t need to follow SEBI categories exactly. As always, go …

Part II – Which mutual fund categories are the best for your portfolio? Read More »

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Mutual funds & ETFs
Bhavana Acharya

Which mutual fund categories are the best for your portfolio?

When we were discussing how many mutual funds you should have in your portfolio, we made a point that you don’t need a fund from every mutual fund category there is. In this article, we will explore mutual fund categories and see which ones suit your portfolio and how to use them. You don’t need …

Which mutual fund categories are the best for your portfolio? Read More »

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Research Reports
PrimeInvestor Research Team

Quarterly review – changes in Prime Funds, our fund recommendations

Prime Funds is the list of funds that we recommend. This fund list uses Prime Ratings as a first filter, over which we analyse portfolios, strategy, market scenario and much more. Here’s what we aim for, in Prime Funds: To have a range of investment styles. This is important, because as we have stressed many …

Quarterly review – changes in Prime Funds, our fund recommendations Read More »

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