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Mutual funds & ETFs

Quarterly review: Changes to our review recommendations (and how to use our tool)

Our MF Review Tool is a recommendation tool providing our view on funds. That is – whether a fund is a buy or hold or sell. We do a quarterly review of these views or change them as appropriate. Our first quarterly review is complete and at the end of this report we have highlighted some of the interesting and important changes.

PrimeInvestor Research Team April 19, 2020 6 Comments

General

Prime Q&A: How to handle changes in fund recommendations?

We are starting a new series of posts today. We plan to take REAL questions from customers and publish the question and our answer to it here for everyone’s benefit. We will choose only such questions where the answer would have a wide applicability. Nevertheless, please note that not every question and answer may apply to your specific situation. Caveat Emptor.

PrimeInvestor Desk April 17, 2020 13 Comments

Research Reports

Quarterly Review: What’s in and what’s out in Prime Funds?

Prime Funds is our recommended list of funds across equity, hybrid, and debt categories. We draw up this list with Prime Ratings as a base, adding more quantitative and qualitative factors on top of it. We review this list on a quarterly basis to ensure that recommendations remain only in quality funds

PrimeInvestor Research Team April 17, 2020 8 Comments

Mutual funds & ETFs

Should you invest in the Motilal Oswal S&P 500 Index Fund?

Warren Buffett never fails to recommend it and 90% of US fund managers struggle to beat it. If you’re wondering what this miracle investment is, it’s the US S&P 500 index. Indian investors will soon have the opportunity to buy this US benchmark locally with Motilal Oswal AMC launching an open-end index fund replicating it.

Aarati Krishnan April 15, 2020 62 Comments

Research Reports

Quarterly Review: Gainers and losers in Prime Ratings

Our quarterly mutual fund ratings review (for the quarter ended March 2020) has been completed. We have published the new ratings in the Prime Ratings page. In this article, we highlight some of the noteworthy changes and the reasons for the same.

PrimeInvestor Research Team April 13, 2020 6 Comments

Bonds & Deposits

Prime Recommendation: Lock into these rates before they are cut

Given rate adjustments by other banks and NBFCs recently, a significant rate cut may soon be in the offing in this deposit as well. Investors and seniors looking for deposit options should lock into this FD before rates are revised.

Aarati Krishnan April 10, 2020 9 Comments

Markets

Prime Data Crunch: How deep is the nifty correction?

When you look at picking stocks, the future prospects of the stock, its valuation and fundamentals must play a large role. But in times such as the present crisis, none of these is complete without looking at the market correction itself. So, let’s take stock of where the correction stands and how it compares with the last rally seen.

Vidya Bala April 8, 2020 6 Comments

Investment basics

How are mutual funds taxed?

In a mutual fund, you make returns in two ways. How are mutual funds taxed for each of these ways? It depends on the nature of return.

PrimeInvestor Desk April 6, 2020 No Comments

Mutual funds & ETFs

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.

Bhavana Acharya April 6, 2020 8 Comments

Bonds & Deposits

Quarterly review: What’s changing in Prime Deposits

These are extraordinary times for fixed income investors. Interest rates, after recent rate cuts by the MPC, are ruling at lows not seen in the last two decades. The repo rate of 4.4% today is even below levels seen during the global financial crisis. Keeping all this in mind, we have made significant changes to our curated list of deposits. Here are the three key sets of changes to the list and why we made them.

Aarati Krishnan April 3, 2020 15 Comments

Mutual funds & ETFs

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.

Vidya Bala March 31, 2020 25 Comments

General

RBI package – What’s in it for you

Repo and reverse repo rate cut, asymmetric LAF corridor, Long Term Repo Operations, moratorium. With words like these used freely in RBI’s package announced on Friday, ordinary borrowers and investors may be wondering if they have anything to cheer about. If you’ve been puzzled too, here are the measures explained in plain English.

Aarati Krishnan March 30, 2020 No Comments

PrimeInvestor - Articles and Reports

Quarterly review: Changes to our review recommendations (and how to use our tool)

Prime Q&A: How to handle changes in fund recommendations?

Quarterly Review: What’s in and what’s out in Prime Funds?

Should you invest in the Motilal Oswal S&P 500 Index Fund?

Quarterly Review: Gainers and losers in Prime Ratings

Prime Recommendation: Lock into these rates before they are cut

Prime Data Crunch: How deep is the nifty correction?

How are mutual funds taxed?

Prime Recommendation: Canara Robeco Flexi Cap fund

Quarterly review: What’s changing in Prime Deposits

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

RBI package – What’s in it for you

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