Categories Archives - Page 87 of 95

Mutual funds & ETFs

Nifty 50, Nifty Next 50 and Nifty 100 – where to invest

If someone wants to allocate equal amounts to a Nifty 50 index fund and a Nifty Next 50 index fund, then is it better to allocate that amount to a single Nifty 100 index fund? This was a query we received from a subscriber, and one we thought would be interesting for you to know as well. After all, the Nifty 50 and the Nifty Next 50 anyway add up to the Nifty 100 so wouldn’t it amount to the investing in same thing?

Bhavana Acharya May 28, 2020 No Comments

Insurance

Until what age should your life insurance last?

When buying life insurance, most good advisors recommend that you go in for a pure term plan. A pure term plan is an insurance policy that offers life cover (with no investment component, bells or whistles – we’ll tell you why you don’t need those in a later article) for a specific ‘term’ or period of your life.

Aarati Krishnan May 26, 2020 No Comments

Mutual funds & ETFs

Should you demat and sell your Franklin India debt funds in the market?

The Securities Exchange Bord of India (SEBI) recently came up with a circular that requires AMCs to list schemes that are being wound up. This

PrimeInvestor Desk May 26, 2020 4 Comments

Mutual funds & ETFs

Prime Review: DSP Quant fund

Active funds or index funds is a call that continues to remain elusive in the Indian context. While that debate goes on, there is another emerging class of funds – not too active not fully passive. They are quant funds.

Bhavana Acharya May 24, 2020 2 Comments

General

What you like about PrimeInvestor and what you would like to see next – Survey results

A few days ago, we conducted a survey among our (paid) subscribers. We got a fantastic response for it from our audience. Typically, for such surveys, a response of 5-10% is considered good. We got a whopping 25%+ response rate. That in itself shows how engaged and committed our customers are. Thanks to everyone who gave their opinion!

Srikanth Meenakshi May 22, 2020 2 Comments

Mutual funds & ETFs

Franklin funds – status and next steps to getting your money back

Franklin India came out with a communication dt. May 14, 2020 to its investors, on its 6 debt schemes to be wound up. The communication, after apologizing to investors, had the following key points.

Vidya Bala May 19, 2020 32 Comments

General

Covid package: what’s in it for your investments?

With the Finance Minister’s 5th economic package announcement being released even as we write this, the break-up for the Rs 20.97 lakh crore package is out. There can be many chapters to write about each of these packages and what they seek to achieve.

Vidya Bala May 18, 2020 5 Comments

Bonds & Deposits

Prime Review: Should seniors invest in the SBI WeCare deposit?

With interest rates on debt options falling steeply in the past year, retirees, pensioners and those seeking to supplement their income with fixed deposit schemes have seen a sharp dip in their cash flows. In this context, it is good to see India’s largest bank – State Bank of India (SBI) – coming up with a special deposit scheme for senior citizens while revising its fixed deposit rates recently.

Aarati Krishnan May 12, 2020 4 Comments

Mutual funds & ETFs

PhonePe’s Super Funds – Not so super!

When PhonePe announced last week that they were expanding their mutual funds offering on their app by offering so-called ‘Super Funds’, I was actually quite excited. I was an early adopter of the UPI app, and till date, it is my primary app for money transfers. They probably have the cleanest UX among all UPI apps and I was keenly watching their entry into MF services.

Srikanth Meenakshi May 11, 2020 11 Comments

Mutual funds & ETFs

Why we’re avoiding some of the iconic large-cap funds

A recent query we received from a customer concerned Aditya Birla Sun Life Frontline Equity. Our MF Review tool throws up a sell on this fund. The questions raised were: Why, since it was a fund that had been delivering returns and was considered among the best funds and was highly rated.

Bhavana Acharya May 9, 2020 23 Comments

Mutual funds & ETFs

Evaluating debt funds – It’s not just about credit risk

Over the course of the last 2 weeks, following the Franklin debt funds’ fallout, many of you (our subscribers) have written to us seeking answers to a number of questions on the debt funds you hold.

Vidya Bala May 7, 2020 21 Comments

Mutual funds & ETFs

Prime Q&A: Should you invest in an ETF or an index fund?

For a long-term investor, is an ETF a better or poorer option compared to index funds? Which is more expensive in the long term? Can one replace your recommendations of index funds (or FoF, like Motilal Oswal Nasdaq 100 FoF) with the corresponding ETF? It’s a little confusing because your Prime Funds and some of your portfolios recommend ICICI Prudential Nifty Next 50 Index fund, but ICICI Prudential Nifty Next 50 ETF is not recommended in Prime ETFs or portfolios. Shouldn’t the performance be same? And what is the impact of tracking error on investor returns?

PrimeInvestor Desk May 7, 2020 4 Comments

PrimeInvestor - Articles and Reports

Nifty 50, Nifty Next 50 and Nifty 100 – where to invest

Until what age should your life insurance last?

Should you demat and sell your Franklin India debt funds in the market?

Prime Review: DSP Quant fund

What you like about PrimeInvestor and what you would like to see next – Survey results

Franklin funds – status and next steps to getting your money back

Covid package: what’s in it for your investments?

Prime Review: Should seniors invest in the SBI WeCare deposit?

PhonePe’s Super Funds – Not so super!

Why we’re avoiding some of the iconic large-cap funds

Evaluating debt funds – It’s not just about credit risk

Prime Q&A: Should you invest in an ETF or an index fund?

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