PrimeInvestor - Articles and Reports

Nifty Next 50 - what should you do with your investments?
Mutual funds & ETFs
PrimeInvestor Research Team

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.

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Budget 2023 - Impact on your investments & the market
Taxes
PrimeInvestor Research Team

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.

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Quarterly review: Prime Portfolios performance review & quarter changes
Mutual funds & ETFs
PrimeInvestor Research Team

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.

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Quarterly review - Changes to recommendations in Prime Funds and Prime ETFs
Mutual funds & ETFs
PrimeInvestor Research Team

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.

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Prime Funds performance in 2022
Mutual funds & ETFs
PrimeInvestor Research Team

Prime Funds performance in 2022

The close of another year means that it’s the time we review how our recommendations have done. We published our Prime Stocks report card a few days ago. In this instalment, we cover Prime Funds performance in 2022

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Prime Stocks performance review 2022
Stocks
PrimeInvestor Research Team

Prime Stocks performance review 2022

In this report, we look at the hits and misses of our Prime Stock calls this year and what we will do to add more value next year. 

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Quarterly update – changes made to Prime Portfolios
Recommendations
PrimeInvestor Research Team

Quarterly update – changes made to Prime Portfolios

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.

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Quarterly review – changes to recommendations in Prime Funds & Prime ETFs
Recommendations
PrimeInvestor Research Team

Quarterly review – changes to recommendations in Prime Funds & Prime ETFs

Prime Funds narrows the choice of the thousands of funds out there in the market into a list of 50-60 funds that you can pick from to invest. This quarter we have made some additions to gain from the renewed strength that the equity market is exhibiting, the recession fears in the US notwithstanding. There are some additions in the debt space as well, as yields moved up.

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Prime Stock recommendation: A HOLD call on an auto stock

We are now moving the stock to a ‘hold’. That means it will no longer be in our buy list. This means you need not take further exposure to the stock. Do not sell it. Simply hold it. We will let you know if it is time to exit.

Premium article available only to subscribers.

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