Mutual funds & ETFs Archives - Page 8 of 20

Recommendations

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.

PrimeInvestor Research Team October 13, 2022 19 Comments

How to identify mutual fund overlap in your portfolio

Strategies

How to identify mutual fund overlap in your portfolio

A few weeks ago, we’d launched a new tool on our platform – the mutual fund overlap tool. This tool shows you how much two funds or three funds have in common between them. But how exactly should you use this overlap information? When is overlap high? What should you do if your funds share a high overlap? Or why is overlap even important?

Bhavana Acharya October 10, 2022 22 Comments

Bonds & Deposits

Have short term money to park? Here’s a cast iron option

Lately, it is not just India’s stock market that has been hopping all over the place like an impatient child. The bond market has been doing it too! India’s 10-year government bond yield, which sets the benchmark for all other debt instruments, climbed vertically from 5.8% in July 2020 to 7.61% in June 2022. But after that, it has been unable to make up its mind on whether to climb higher or pause for breath.

Aarati Krishnan October 6, 2022 15 Comments

Corporate bond funds, gilt funds and credit risk funds – which to own and when?

Strategies

Corporate bond funds, gilt funds and credit risk funds – which to own and when?

When it comes to building long-term portfolios with debt, many of you are confused about which funds to use. Should it be corporate bond funds or gilt funds or credit risk funds? To choose these or a combination of these, you need to first know the difference in the characteristics of these fund categories.

Vidya Bala September 20, 2022 7 Comments

International funds – what are your options now?

Strategies

International funds – what are your options now?

Funds investing internationally were the flavour of the season all of last year. That changed in February this year, when funds hit the ceiling set by the Reserve Bank on how much they could invest in overseas securities. When we first explained the scenario, expectations were that this cap would be increased in due course and international funds could open up again.

Bhavana Acharya September 13, 2022 26 Comments

When to use multi-asset allocation funds

Research Reports

When to use multi-asset allocation funds

Multi-asset allocation, by itself, is part of any portfolio building strategy. Both your portfolio’s return potential and its ability to contain downsides is determined by the asset allocation you choose. To this extent AMCS are trying to provide an all-in-one solution through a hybrid category of mutual funds called multi-asset allocation funds.

Vidya Bala August 28, 2022 6 Comments

Parag Parikh Flexi Cap – should you continue to invest?

Recommendations

Parag Parikh Flexi Cap – should you continue to invest?

Up until six months ago, Parag Parikh Flexi cap was an investor favourite. Its chart-topping performance and overseas investments served as the key attractions. These very same factors now appear to be doing the opposite, causing investors to worry over continuing investments. So, should you be concerned over Parag Parikh Flexi Cap’s performance? Is the restriction in investing abroad a game-changer for the fund?

Bhavana Acharya August 16, 2022 39 Comments

Prime Recommendation: Play the economic growth with this ETF

Recommendations

Prime Recommendation: Play the economic growth with this ETF

As India’s economic activity picks up pace after being in deep freeze during Covid, investors have been hunting for sectors that can ride this recovery.

Aarati Krishnan August 11, 2022 23 Comments

Prime Recommendation: How to play the cyclical space now

Recommendations

Prime Recommendation: How to play the cyclical space now

Manufacturing is back in favour in the stock market, largely driven by cyclicals such as auto, auto components, industrials and capital goods. In this report, we discuss in detail the prospects for the manufacturing space and how to play it through a thematic fund that we added a month ago in Prime Funds.

Vidya Bala August 4, 2022 3 Comments

General

What should you do with your international funds?

With fears of a global slowdown and US recession taking hold, many investors are asking the question – what should I do with my international funds? This FAQ attempts answers.

Aarati Krishnan August 2, 2022 23 Comments

Prime Review: 3 passive indices built on ‘Quality’

Strategies

Prime Review: 3 passive indices built on ‘Quality’

In this analysis, we look at indices on the ‘Quality’ factor. There are two NFOs running now – DSP Midcap 150 Quality 50 Index fund (there’s already the ETF version of this) and Aditya Birla SL Nifty 200 Quality 30. These two indices join the Nifty 100 Quality 30 index, on which there is an already existing ETF (from Edelweiss).

Bhavana Acharya July 28, 2022 10 Comments

Commentary

What’s next for HDFC MF investors

Chief Investment Officers (CIOs) or star fund managers bidding goodbye to an AMC, or even the MF industry, has become a commonplace occurrence in India. The recent bull market has seen many well-known fund managers, from Kenneth Andrade of IDFC to Sunil Singhania of Nippon quit their MFs to seek greener pastures in managing PMS schemes or AIFs.

Aarati Krishnan July 26, 2022 5 Comments

PrimeInvestor - Articles and Reports

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

How to identify mutual fund overlap in your portfolio

Have short term money to park? Here’s a cast iron option

Corporate bond funds, gilt funds and credit risk funds – which to own and when?

International funds – what are your options now?

When to use multi-asset allocation funds

Parag Parikh Flexi Cap – should you continue to invest?

Prime Recommendation: Play the economic growth with this ETF

Prime Recommendation: How to play the cyclical space now

What should you do with your international funds?

Prime Review: 3 passive indices built on ‘Quality’

What’s next for HDFC MF investors

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