Stocks
The HDFC-HDFC Bank merger impact
For shareholders of HDFC, should you continue holding the stock post its merger with HDFC Bank?
PrimeInvestor Research Team
July 6, 2023
3 Comments
PrimeInvestor - Articles and Reports
Commentary
Podcast : Sector Funds, Foreign investments in India, Startups & more!
Prime Podcast S01 Ep03.
In this third episode of the PrimeInvestor podcast, we delve into sector funds and the latest news events that have a significant impact on the markets and your investments.
PrimeInvestor Research Team
July 2, 2023
3 Comments
Markets
Podcast : Balanced Advantage Funds, RBI Monetary Policy & Smallcap Funds
Prime Podcast : S01 Ep02.
In this episode, we cover key news events and discuss balanced Advantage Funds and other hybrid funds.
PrimeInvestor Research Team
June 18, 2023
8 Comments
Markets
Podcast : MF Consultation paper, Adani investigation & Market levels
In this first episode of the PrimeInvestor podcast, our host Gaurav Menon and co-founder Vidya Bala discuss the MF Consultation paper along with various other topics related to personal finance and the Indian markets.
PrimeInvestor Research Team
June 4, 2023
7 Comments
Bonds & Deposits
Prime NCD Review: An NCD with attractive yields across timeframes
With capital gains on debt fund investments now subject to short-term capital gains tax irrespective of holding period, other debt instruments have become quite competitive with debt mutual funds.
PrimeInvestor Research Team
April 25, 2023
8 Comments
Mutual funds & ETFs
Quarterly review – Changes to recommendations in Prime Funds and Prime ETFs
Prime Funds is our list of recommendations in equity, debt, and hybrid mutual funds that are worth investing in. Prime Funds narrows down your choices from the thousands of funds that there are, into a concise list of funds that span different styles. Prime Funds are selected based on performance, portfolios, and investment strategies.
In this quarter’s review, we have made limited additions to our list of Prime Funds but have some updates to give on performance of the existing funds. We also suggest buckets that are worth entering now. So do read it!
PrimeInvestor Research Team
April 6, 2023
6 Comments
Mutual funds & ETFs
Tax changes in mutual funds: How to manage your investments now
Changes in tax rules at the end of a financial year is not something that you routinely expect. And not when it is a sweeping change on taxation in your mutual fund! In this article, we are going to discuss the tax changes in mutual funds in 4 parts:
One, the changes effective April 1, 2023 and the categories impacted
The tax impact for you and what you can do to plan better
What should you do with your existing investments?
How should you plan your fresh investments?
PrimeInvestor Research Team
March 27, 2023
38 Comments
Stocks
Prime Stock recommendation: A promising play on food security
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PrimeInvestor Research Team
March 14, 2023
20 Comments
Mutual funds & ETFs
Nifty Next 50 – what should you do with your investments?
The Nifty Next 50 houses the 50 top companies by market capitalisation, after the Nifty 50. This index caught the limelight over the past month for featuring a handful of the Adani group stocks.
As we had pointed out a couple of weeks ago in our write-up on Adani stocks and index funds, the presence of a few shaky stocks in an index is not reason enough to exit it. But even before the Adani-fuelled upheaval, the Nifty Next 50’s once-outstanding performance was being eroded.
PrimeInvestor Research Team
March 7, 2023
33 Comments
Taxes
Budget 2023 – Impact on your investments & the market
In this final budget before the elections, there is little by way of big-bang announcements. There are, however, several announcements in the Budget 2023 that do bear implications. There are two aspects to the Budget impact – on one side, there are the provisions that impact your investments and taxes specifically. On the other, there are proposals that have a bearing on prospects for different sectors. Therefore, we’ve broken down our Budget 2023 analysis along these lines.
PrimeInvestor Research Team
February 2, 2023
23 Comments
Mutual funds & ETFs
Quarterly Review: Prime Portfolios performance review & quarter changes
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 dropdown. These portfolios primarily use mutual funds, but where there are better-suited products such as deposits or government schemes, the portfolios include those as well.
We review these portfolios every quarter and make changes to remove underperformers or to include any new investment opportunity or product that may come by. At the end of each year, we review the performance of key portfolios, in addition to discussing the changes we make.
PrimeInvestor Research Team
January 5, 2023
2 Comments
Mutual funds & ETFs
Quarterly review: Changes to recommendations in Prime Funds & Prime ETFs
Prime Funds is our list of recommendations in equity, debt, and hybrid mutual funds that are worth investing in. Prime Funds narrows down your choices from the thousands of funds that there are, into a concise list of funds that span different styles. Prime Funds are selected based on performance, portfolios, and investment strategies.
In this quarter’s review, we have added to equity funds to play themes that are ripe and made changes to the hybrid recommendations to include better return options. We have made minimal changes to our debt fund recommendations.
PrimeInvestor Research Team
January 3, 2023
24 Comments
