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PrimeInvestor - Articles and Reports
Mutual funds & ETFs
Vidya Bala

Prime Recommendation: Union Small Cap – A small-cap fund without size constraint

After almost 2 years of underperformance, the small-cap segment is seeing a new set of companies rallying swiftly, to make up for the years of suppressed performance. And several them are backed by fundamentals. If you decide to ride this new wave with a small-cap fund, you may have to wonder if the fund will restrict inflows in a while or suffer in performance if its AUM grows rapidly. So, we dug deeper into the small-cap space to see if we can overcome this constraint. And we think we have the one.

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Vidya Bala October 20, 2020 24 Comments
Midcap fund growing
Mutual funds & ETFs
Bhavana Acharya

Prime Recommendation: A midcap fund for any long-term portfolio

If you are a long-term investor, adding mid-cap funds to your portfolio will drive overall returns. And in such mid-cap exposure, many of you could simply want funds that can deliver returns that are at least better than the mid-cap index and not collapse during market declines.

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Bhavana Acharya September 17, 2020 22 Comments
Kotak Flexicap Fund
Recommendations
Bhavana Acharya

Kotak Flexicap fund: A Prime Review

Kotak Flexicap fund suits any investor with a timeframe of 4 years and above. Here’s why the fund makes a good investment. When stock markets are volatile and there’s uncertainty all around, you need an option that can navigate across markets, that’s steady in strategy, and that is large-cap based.

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Bhavana Acharya May 3, 2020 12 Comments
equity fund
Mutual funds & ETFs
Bhavana Acharya

Prime Recommendation: Canara Robeco Flexi Cap fund

When uncertainty is the name of the game today, investing in an equity fund may not be at the top of your to-do list. But for long-term investors, markets like these offer good buying opportunities. For such investors, a multi-cap fund that uses a core of large-cap stocks and adds returns by selectively picking mid-cap and small-cap stocks will serve well.

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Bhavana Acharya April 6, 2020 8 Comments
3 funds
Mutual funds & ETFs
Vidya Bala

Prime Strategy: 3 funds to beat the low-interest rate regime

While you can still seek solace in small savings schemes, at this juncture select pockets of debt funds also offer opportunities for those with a minimum 2-3-year time frame. We have therefore crafted a portfolio of 3 funds for you to optimally take exposure to quality credit and gain from a rate fall.

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Vidya Bala March 31, 2020 25 Comments
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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Bhavana Acharya March 13, 2020 30 Comments
Diversified
Mutual funds & ETFs
Vidya Bala

Prime Recommendation: Parag Parikh Flexi Cap Fund

When an equity fund is founded on the philosophy of value investing, seeks to reduce volatility through limited hedging and provides international flavour where such opportunities are not available locally, we call it an all-in-one fund. The fund we are talking of also has an expense ratio lower than the equity category average, considering its relatively small AUM size.

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Vidya Bala March 6, 2020 20 Comments

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