Quarterly review – Changes to Prime Funds & Prime ETFs
In this quarterly review, we have added a new set in equity Prime Funds, and have made a few other changes in recommendations.
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changes in prime funds
Quarterly review – Changes to Prime Funds & Prime ETFs
In this quarterly review of Prime Funds and Prime ETFs, we have made very few changes. Nevertheless, stay updated!
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Quarterly review: Changes to recommendations in Prime Funds & Prime ETFs
Prime Funds is our list of recommendations in equity, debt, and hybrid mutual funds that are worth investing in. Prime Funds narrows down your choices from the thousands of funds that there are, into a concise list of funds that span different styles. Prime Funds are selected based on performance, portfolios, and investment strategies.
In this quarter’s review, we have added to equity funds to play themes that are ripe and made changes to the hybrid recommendations to include better return options. We have made minimal changes to our debt fund recommendations.
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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.
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Quarterly review – changes to recommendations in Prime Funds & Prime ETFs
We have only a few changes this quarter with some interesting additions in the equity aggressive category and in debt as well. We have also added a couple of themed funds to capture a visible up trend in the economic activity.
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Quarterly review – changes in Prime Funds, our mutual fund recommendations
If you have noticed the portfolios of dynamic asset allocation funds with a fundamental-only driven model, you will see them sporting net equity holdings of under 40% now. In a market where over 40% of the stocks have a price earnings ratio of over 50 times or no PE at all (i.e., the company is loss-making), dynamic asset allocation funds can draw little comfort in holding higher allocation to equity.
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Quarterly review – changes in Prime Funds, our mutual fund recommendations
We are living in strange times. No, I am not talking of Covid-19. Your one-year returns of equity funds (across categories), at an average 31% between January to March 22, 2021, zoomed to an average 69% since March 23, 2021. In other words, 1-year returns suddenly doubled from March 23, 2021. If you recall, March 23 2020 was a market low. So, 1-year returns from March 23, 2021, have started looking abnormally high.
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