PrimeInvestor - Articles and Reports

conservative equity
Mutual funds & ETFs
Bhavana Acharya

Prime Recommendation: A low-risk option for the conservative equity investor

If you’ve got a 5-year-plus timeframe, equity is the way to go as we explained this week. And if you need money in the very near term, we’ve asked you to stay safe with fixed deposits, liquid funds, and ultra short-term funds. But what about the in-between timeframe? What are your options should you have a horizon of 2-3 years and want better returns that fixed deposits or low-risk debt funds?

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sbi cards ipo
Stocks
Bhavana Acharya

IPO review: SBI Cards and Payment Services

The initial public offer of SBI Cards and Payments is slated to be huge, aiming to mop up over Rs 10,000 crore. A subsidiary of State Bank of India, the company issues and runs SBI’s credit cards business. SBI Cards is the second largest credit card player in India after HDFC Bank.

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prime views
Mutual funds & ETFs
Bhavana Acharya

Prime Views: Why you should avoid this fund category

Inconsistent performance among funds in this category makes it hard to pick a quality one. Increasing credit calls by these funds changes the risk-return profile. Better returns for the same to lower risk possible through other newer categories

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equity index
Mutual funds & ETFs
Bhavana Acharya

Prime Recommendation: An equity index that challenges active funds across categories

Index funds are meant to track markets passively and not built to necessarily beat active funds. But if you had an Indian index that is able to beat comparable active funds with consistency, generates strong return, adds diversification to your portfolio and even substitute some categories of active funds, would you not consider it?

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midcap fund
Recommendations
Bhavana Acharya

Prime Recommendation: A nimble mid-cap fund well-poised for this market

Over the past two weeks, we have been writing on the promise in the mid-cap and small-cap segment of the market and how the rally is starting to move beyond a handful of large stocks. While a quick recovery may be some way off, the steep 2-year correction in the mid-cap space offers good opportunities to begin accumulating mid-caps from a long-term perspective.

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Prime Ratings 
Mutual funds & ETFs
Bhavana Acharya

How we choose Prime Funds

Beyond what the numbers say, we look for: Clarity in fund strategy Consistency in performance across cycles Variety in the investing styles of funds we

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Wondering if you should invest in ETFs?
Mutual funds & ETFs
Bhavana Acharya

Should you invest in ETFs in India?

With some classes of domestic mutual funds struggling to deliver on their promise and a global shift towards ETFs and index investing, the local interest in ETFs is healthy and welcome. But to think that Indian ETFs are fault-free and the ideal route to investing is flawed.

Here’s why, and how to negotiate the ETF space in India.

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Rating 
Mutual funds & ETFs
Bhavana Acharya

PrimeInvestor ratings – how we rate funds and why we’re different

Fund ratings, at a glance, tell you a little about the history of a fund. For many of you it’s a quick reference on whether a fund is a good one or not. PrimeRatings is a mutual fund rating system. But it’s not simply yet another fund rating tagging on to the list of ratings that are already available. Here’s a look into our ratings process and how we’re different.

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