portfolio strategy Archives - Page 15 of 18

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.

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An income option for under 5-year time frame

PrimeInvestor Research Team / Bonds & Deposits, Categories, Premium, Research Reports / May 31, 2022

When bond yields started their upward move this year, we started giving calls on G-Secs and SDLs auctioned on the RBI Retail Direct portal. We have one more such call today for those looking for regular income flow for the next 4.5 years.

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Debt fund opportunities – the category that’s at a low

Bhavana Acharya / Recommendations, Categories, Mutual funds & ETFs, Premium, Research Reports / May 29, 2022

The headlines now are devoted to sliding equity markets and stock opportunities to ‘buy the dip’. But that’s not the only window of opportunity to make the most of a correction. With the hike in repo rates earlier this month and a clear path now for higher rates, debt markets too offer scope for timely investments.

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Stock update: Results analysis on our niche capital goods pick

Vidya Bala / Stocks, Categories, Premium, Research Reports / May 25, 2022

In September last year, we had given a Buy call on a unique capital goods player that has delivered in a tough market, that has picked up newer opportunities and has the potential to grow well. With the March 2022 quarter results out, markets have reacted.

Premium article available only to subscribers.

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Our response to your comments on our Axis fund call

Vidya Bala / Commentary, Categories, General, Mutual funds & ETFs / May 23, 2022

We upset a few of you with our call on some of the Axis funds last week 😊 Some of you commented on the blog and others raised tickets. We thought it would be better for us to respond through an article for the benefit of others as well.

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What to do with your Axis mutual funds?

Vidya Bala / Commentary, Categories, Mutual funds & ETFs, Premium, Research Reports / May 19, 2022

Axis Mutual Fund issued a public notice removing and replacing two of its fund managers, Viresh Joshi and Deepak Agarwal, from seven of its schemes — Banking, Technology, Consumption, and Nifty ETFs and Axis Value, Quant and Arbitrage Funds. This move was accompanied by speculation that the managers were suspended on front-running charges. Axis Mutual Fund hasn’t explicitly mentioned front-running charges, but it has confirmed that it has been investigating “potential irregularities” with the help of external advisors.

What to do with your Axis mutual funds? Read More »

Nifty 50: what now?

B Krishnakumar / Stocks, Categories, Premium / May 17, 2022

In our previous update on the Nifty 50, we had indicated that the short-term outlook for the Nifty 50 index was bearish and a drop to the March lows of 15,900 was likely. The subsequent price action has been in sync with our expectation and the Nifty dropped to a low of 15,735 last week. The key question now is whether the worst is over and whether we are now headed to fresh highs in the Nifty.

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Four passive debt funds to invest right now

Aarati Krishnan / Premium, Categories, Mutual funds & ETFs, Recommendations, Research Reports / May 12, 2022

Not so long ago, if debt investors in India wanted to get a 7% plus return, they had to go to post office schemes with (poor service and) a long lock-in period like the PPF or GOI Floating Rate Savings Bonds with a 7-year lock-in period. These options, apart from the difficulty of accessing them, required investors to sacrifice liquidity for returns.

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2 safe options to earn 7.4%

PrimeInvestor Research Team / Bonds & Deposits, Categories, Premium, Research Reports / May 10, 2022

India’s market interest rates have been rising very swiftly after the recent mid-cycle rate hike by the RBI. In our earlier analysis we had highlighted that bonds issued by the Central and State governments should now be your first choice as and when primary auctions crop up, as they offer the best combination of low risks with high yields currently.

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Godrej Agrovet – what’s firing and what isn’t

N V Chandrachoodamani / Stocks, Categories, Premium, Research Reports / May 8, 2022

Godrej Agrovet is a conglomerate with businesses spread across the agriculture and protein supply chain. It is in animal feeds, palm oil extraction, agrochemicals, dairy and frozen foods. The business has commoditised parts, seasonal parts and valued added parts.

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Prime Fund Recommendation: A fund for the opportunist in you

Vidya Bala / Recommendations, Categories, Mutual funds & ETFs, Premium, Research Reports / May 5, 2022

Some funds have a clear fundamental strategy that shows in their portfolio construct. When that strategy pays off, they deliver. But many good-to-hear strategies have failed for many mutual funds in recent years. This is partly due to fast-shuffling sector preferences in the market and partly due to high stock weights in the index that funds struggle to replicate. As a result, you see them underperforming key indices.

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IPO Review: LIC IPO – 3 factors to consider before subscribing

Aarati Krishnan / Stocks, Categories, Premium, Research Reports / May 3, 2022

The Indian government, deciding to take its chances with market moods, has launched the long-awaited IPO of Life Insurance Corporation of India (LIC). This is entirely an offer for sale by the government to offload 3.5% of its holdings (2.21 crore shares) to the public, at an offer price band of Rs 902-949. LIC will not receive any proceeds from the sale. Retail bidders will get a Rs 45 discount while LIC’s policyholders will get a Rs 60 discount.

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