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.
Do you really need silver ETFs in your portfolio? Read More »
Up until recently, we tended to avoid funds with any level of credit risk let alone pure credit risk funds. The domino effect of the 2018 IL&FS saga on other issuers, funds themselves trying to clean up their portfolios, the risk that the lockdowns imposed on corporate credit quality and the like kept us wary of entering the space.
Prime recommendation: A credit risk fund to tap better returns Read More »
Over the weekend, Motilal Oswal AMC has taken a couple of steps that affect investments in its US-based index funds. In this note, we explain what these steps are and how they affect your investments and our own recommendations.
No lumpsums in Motilal Oswal’s US index funds – what should you do? Read More »
Prime Equity Outlook 2022
It’s a little difficult to be optimistic about the year ahead when news headlines and social media debates are all about Covid counts and the mysterious symptoms of Omicron (or is it Deltacron?). Indeed, as we write this, two-thirds of PrimeInvestor’s tiny team has also been struck down by Covid-ish symptoms.
Prime Equity Outlook 2022 Read More »
Prime Portfolios are a set of 19 unique portfolios that meet over 30 different investor needs, aspirations, and timeframes. You will find them under the head Ready-to-use-portfolios (listed in the Recommendations menu, post login). With Prime Portfolios completing close to 2 years, we are now presenting the performance of some of the key portfolios in this article.
Prime portfolios – Performance review and quarterly changes Read More »
Prime Funds performance in 2021
Stock markets did not disappoint you in 2021. The various market cap segments delivered textbook-like bull market returns with small caps outperforming midcaps and midcaps outperforming large caps.
Prime Funds performance in 2021 Read More »
On December 1, you would have received text messages from various AMCs on the ‘Potential Risk Class Matrix’ (PRC) of the debt schemes you hold. If you’re worried about any change in risk profile of your fund based on this, you should read this article.
Potential Risk Class matrix for debt funds – what should you do? Read More »
Today, we’re going a step further and drawing up a debt fund portfolio you can use for a specific timeframe – and that is a timeframe that’s 3 years and longer.
Prime Recommendation: A debt fund portfolio for long-term holdings Read More »
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.
NFO Review: Nippon India Taiwan Equity Fund – ride the chip shortage Read More »
This is the Motilal Oswal MSCI EAFE Top 100 Select Index Fund (yes, one long fund name!), a passive fund that will track the MSCI EAFE Top 100 Select Index. This index represents the largest stocks in developed markets in Europe, Australasia and the Far East. That means the US, the key global market, is not part of this index.
NFO Review: Motilal Oswal MSCI EAFE Top 100 Select Index Fund Read More »
India’s IPO market has been throwing up many money-making opportunities lately. But for retail investors trying to get in on a piece of the action, bidding in IPOs is a frustrating exercise. But if you’re set on investing in IPOs, here’s a workaround through the mutual fund route.
Fund review: For a bite of the IPO action Read More »
Prime Strategy: How to invest in debt funds now?
If you had invested in an ultra-short debt fund like Axis Treasury Advantage 3 years ago, your returns would be 7.3% CAGR now. Not bad at all by today’s standards, right? If you invested in the same fund 2 years ago in November 2019, your returns would be 6% – still not terrible. But what if you had invested in this fund just a year ago?
Prime Strategy: How to invest in debt funds now? Read More »
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