prime funds Archives - Page 6 of 8

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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Quarterly review: Changes to Prime Portfolios, our readymade portfolios

PrimeInvestor Research Team / Recommendations, Categories, Mutual funds & ETFs, Premium, Research Reports / April 12, 2022

Prime Portfolios are a set of 19 unique portfolios that meet over 30 different investor timeframes and needs. Prime Portfolios are listed under Ready-to-use-portfolios in the Recommendations menu dropdown. These portfolios primarily use mutual funds, but where there are better-suited products such as deposits or government schemes, the portfolios include those too.

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Quarterly review – changes to Prime Funds, our fund recommendations

PrimeInvestor Research Team / Recommendations, Categories, Mutual funds & ETFs, Premium, Research Reports / April 6, 2022

If there’s one trend that equity funds don’t seem to be shaking off soon, it is the performance divergence. Over the past few review cycles, we have been highlighting how up-and-coming funds have soared well past the earlier steady performers. Taking stock of the underperformers, the nature of market movements, and returns we have made some key changes to our equity funds in this review cycle.

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An update on Parag Parikh Flexi Cap and investing internationally

Bhavana Acharya / Commentary, Categories, General, Mutual funds & ETFs, Premium / March 15, 2022

In January, mutual funds investing overseas came up to a roadblock. As we had explained at the time on these curbs on international funds, Reserve Bank rules limit the amount mutual funds as a whole can invest in foreign securities. The cap stands at $7 billion for all foreign securities other than ETFs and $1 billion for ETFs. That $7 billion mark was close to being breached. And so, SEBI directed international funds to close off fresh subscriptions until a new limit could be worked out with the RBI. Please read our earlier article on this subject to understand the background.

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Curbs on international funds – what you need to know

Bhavana Acharya / Mutual funds & ETFs, Categories, Commentary, General, Premium / January 30, 2022

At play here are the RBI’s limits on overseas investments and SEBI’s rules. Here, we’ll list out the concerns you would be having over these limits, what they mean, and what you should do.

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NFO Review: DSP Global Innovation Fund of Fund

Vidya Bala / Categories, Mutual funds & ETFs, Recommendations / January 27, 2022

It is at this juncture, that DSP AMC has chosen to launch an NFO – the DSP Global Innovation Fund of Fund. And we think this NFO is trying to partly answer the above questions you have.

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Prime recommendation: A credit risk fund to tap better returns

Bhavana Acharya / Categories, Mutual funds & ETFs, Premium, Recommendations / January 18, 2022

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.

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No lumpsums in Motilal Oswal’s US index funds – what should you do?

PrimeInvestor Research Team / Categories, Mutual funds & ETFs, Strategies / January 17, 2022

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

Aarati Krishnan / Categories, Premium, Research Reports, Stocks / January 11, 2022

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.

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Prime portfolios – Performance review and quarterly changes

PrimeInvestor Research Team / Categories, Mutual funds & ETFs, Premium, Recommendations, Research Reports / January 9, 2022

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.

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Quarterly review: changes to Prime Funds, our fund recommendations

PrimeInvestor Research Team / Premium, Categories, General, Research Reports / January 6, 2022

When a small-cap fund served up 1-year returns in excess of 100% while another stayed far below at 77%, when a multi-asset allocation fund had less than 40% allocated to equity while another had nearly double that – you know fund managers differ a lot in their opinion about the market and the opportunities in

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Prime Debt outlook 2022 – Interesting times ahead for debt investors

Aarati Krishnan / Bonds & Deposits, Categories, Commentary, Mutual funds & ETFs, Premium / January 4, 2022

So what’s ahead for the prime debt outlook 2022? Do we expect rates to now sidle sideways or to continue their climb? Though the onset of Omicron may see the MPC continue to make dovish noises and delay repo rate hikes as much as it can, we think that market interest rates will continue to climb in 2022 irrespective of whether or not MPC acts.

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