What is an ETF? And what gives ETFs that edge?
If you’re looking to invest your money in a well diversified investment, with little active management from your side and at an extremely low cost, then ETFs are A GREAT CHOICE for you!
For us here, at PrimeInvestor, it’s time to evaluate ourselves and see how we did and how our recommendations fared. And the primary yardstick we use to do so is to see how our Prime Funds performed, with respect to benchmarks and category averages.
In the stock market, even as the year closed out with gains, it is better classified as an abnormal year driven by liquidity. Such markets can be deceptive. It is best not to draw long-term lessons from this year! In the debt market, we saw policy rates crash below earlier floors. Returns soared for some categories, other funds fell to credit risks.
HDFC Housing Opportunities Fund, a closed ended thematic fund, launched in December 2017. It sought to invest in housing and all other allied sectors including financing as the sectors looked attractive then. The fund has a mandate to invest at least 80% in its primary theme and up to 20% outside its stated theme.
Many of you wish to build your MF portfolio by modifying our ready-to-use portfolios. Here’s a guide to doing this yourself without impacting the portfolio’s risk profile.
Many of you ask us about investing in NFOs. With this article, we hope to give you a playbook on whether and when you should consider investing in NFOs.
Kotak International REIT FOF NFO is set to open. Should you subscribe? Vidya Bala looks at the REIT space and answers key questions.
In line with the judgement delivered by the Karnataka High Court, the Supreme Court has directed the Franklin India AMC to seek unitholders’ approval to wind up the schemes. The future of the schemes in the Franklin India case depends on the vote. So what is the vote about, and how should you vote?
Can a low-risk debt fund with an average duration of around just 1.2 years deliver an average 3-year return (rolling 3 year returns since inception
As the stock indices defy gravity to soar past earlier highs, AMCs are back to using a time-tested ploy to manage their flows – rationing your investments.
Mirae Asset has just drastically slashed the monthly SIPs it will allow into its Mirae Asset Emerging Bluechip Fund from Rs 25000 to Rs 2500 from November 6. SIPs and STPs registered earlier will be allowed to continue, but new registrations will need to be capped at Rs 2500. The scheme had already put a stop to all lumpsum investments from October 2016 and capped its SIPs at Rs 25000 a month in November 2017. This is a rare instance of a large and mid-cap equity fund regulating inflows, but such rationing is a common practise with small-cap funds.
The new flexi-cap fund category recently announced by SEBI will mitigate the risk of many multi-cap funds being forced into buying to mid & small cap stocks. The definition of the flexi-cap category is quite open-ended now. The circular requires flexi cap funds to hold least 65% of their portfolio in equity and equity-related instruments to be flexi cap.
When you have a holding period that is less than 3 years, your options are limited. Because this short period gives very little room for risk, pure equity is out of the question. But in debt funds, though returns may be reasonable, taxation for a less than 3-year period cuts into return. Equity savings funds fit this gap.
Many of you ask us how you should invest in MFs for the short term. This could be for creating an ‘emergency fund’, ‘medical fund’, ‘funds to pay school fees’ or simply for parking money temporarily for the short term.
Hold On
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