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Prime Recommendation: The best fund in the balanced advantage category

/ Recommendations, Categories, General, Mutual funds & ETFs, Premium /

The balanced advantage category (called the balanced advantage/dynamic asset allocation category or BA/DAA) has received a lot of attention, after a whopping collection of Rs 12,000 crore by SBI Balanced Advantage during its recent NFO. This category is mostly seen as one that delivers equity returns with less risk or one that can be used as an income generation option – neither of which are quite right. In this report we get into detail about one of our already recommended funds in this space, while also explaining when and how to use a fund in this category.

Prime Recommendation: The best fund in the balanced advantage category Read More »

Quarterly review – changes in Prime Funds, our mutual fund recommendations

/ Mutual funds & ETFs, Premium, Research Reports /

Prime Funds is the list of funds that we recommend. This fund list uses Prime Ratings as a first filter, over which we analyse portfolios, strategy, market scenario and much more. Many of you have asked us how we differ from the various MF recommendations out there in the market. The changes we have made in this review cycle are here.

Quarterly review – changes in Prime Funds, our mutual fund recommendations Read More »

Prime Recommendation: A midcap fund for any long-term portfolio

/ Mutual funds & ETFs, Premium, Recommendations /

If you are a long-term investor, adding mid-cap funds to your portfolio will drive overall returns. And in such mid-cap exposure, many of you could simply want funds that can deliver returns that are at least better than the mid-cap index and not collapse during market declines.

Prime Recommendation: A midcap fund for any long-term portfolio Read More »

SEBI’s new rule on market-caps in multi-cap funds – what it means for you

/ Mutual funds & ETFs, General, Premium /

As per this new SEBI multicap rule, a multi-cap fund should allocate 25% each at the minimum to smallcap, midcap and largecap stocks. This is a sea change from the current scenario where multicap funds could have any allocation they wished to, based on their outlook on the market.

SEBI’s new rule on market-caps in multi-cap funds – what it means for you Read More »

The rise and fall of HDFC Top 100

/ Mutual funds & ETFs, Premium /

HDFC Top 100 was the largest fund in its category for a long time (and is still among the top 5 in its category in AUM). It has shown great mettle in its comeback stories time and again.
Today, for us, it serves a different purpose. HDFC Top 100 is a great candidate for a serious case study on the changing performance of mutual funds in India and what it means to you.

The rise and fall of HDFC Top 100 Read More »

Prime Recommendation: A thematic fund that actually diversifies your portfolio

/ Mutual funds & ETFs, General, Premium, Recommendations /

Thematic funds need timing, in entry and exit. They’re there to kick portfolio returns up a few notches. They’re useful in capitalising on pockets of opportunities. Now, what if there was a thematic fund that turned this on its head?

Prime Recommendation: A thematic fund that actually diversifies your portfolio Read More »

Quarterly review – changes in Prime Funds, our fund recommendations

/ Research Reports, Mutual funds & ETFs, Premium /

Prime Funds is the list of funds that we recommend. This fund list uses Prime Ratings as a first filter, over which we analyse portfolios, strategy, market scenario and much more. Here’s what we aim for, in Prime Funds: To have a range of investment styles. This is important, because as we have stressed many

Quarterly review – changes in Prime Funds, our fund recommendations Read More »

Quarterly review – Changes in buy/ sell/ hold calls in our fund review tool

/ Research Reports, Premium /

In this second part to our review cycle updates, we’re discussing changes we have made in our mutual fund review tool. In this tool, we give our call on funds – buy, sell, or hold. You can use this tool when reviewing your mutual fund portfolio or for funds where you’re curious about what we

Quarterly review – Changes in buy/ sell/ hold calls in our fund review tool Read More »

Quarterly review – Which fund ratings have changed in Prime Ratings?

/ Mutual funds & ETFs /

It’s the end of our second review cycle, for the April-June 2020 quarter. The updated ratings have now been published. So we’d like to highlight some trends we’re noticing in fund performance, changes in some key fund ratings and why they happened. We’ll be discussing only those categories/funds which need a mention in terms of

Quarterly review – Which fund ratings have changed in Prime Ratings? Read More »

Stamp duty on your mutual fund purchases: does it impact you?

/ Mutual funds & ETFs, Taxes /

Our video on this first. If you want to read the Q&A go down. Why this sudden charge of Stamp duty? The stamp duty charge is due to an amendment in The Indian Stamp Act,1899 by Finance Act 2019. It requires collection of stamp duty on all securities market instruments, including mutual funds. It was

Stamp duty on your mutual fund purchases: does it impact you? Read More »

Copyright © 2024 PrimeInvestor. All Rights Reserved.

Legal Disclaimer : PrimeInvestor Financial Research Pvt Ltd (with brand name PrimeInvestor) is an independent research entity offering research services on personal finance products to customers. We are a SEBI registered Research Analyst (Registration: INH200008653). The content and reports generated by the entity does not constitute or is not intended to constitute an offer to buy or sell, or a solicitation to an offer to buy or sell financial products, units or securities. All content and information are provided on an ‘as is’ basis by PrimeInvestor Financial Research Pvt Ltd. Information herein is believed to be reliable but PrimeInvestor Financial Research Pvt Ltd does not warrant its completeness or accuracy and expressly disclaims all warranties and conditions of any kind, whether express or implied. The services rendered by PrimeInvestor Financial Research Pvt Ltd are on a best-effort basis. PrimeInvestor Financial Research Pvt Ltd does not assure or guarantee the user any minimum or fixed returns. PrimeInvestor Financial Research Pvt Ltd or any of its officers, directors, partners, employees, agents, subsidiaries, affiliates or business associates will not liable for any losses, cost of damage incurred consequent upon relying on investment information, research opinions or advice or any other material/information whatsoever on the web site, reports, mails or notifications issued by PrimeInvestor Financial Research Pvt Ltd or any other agency appointed/authorised by PrimeInvestor Financial Research Pvt Ltd. Use of the above-said information is at the user’s own risk. The user must make his own investment decisions based on his specific investment objective and financial position and using such independent advisors as he believes necessary. All intellectual property rights emerging from this website, blog, and investment solutions are and shall remain with PrimeInvestor Financial Research Pvt Ltd. All material made available is meant for the user’s personal use and such user shall not resell, copy, or redistribute the newsletter or any part of it, or use it for any commercial purpose. PrimeInvestor Financial Research Pvt Ltd, or any of its officers, directors, employees, or subsidiaries have not received any compensation/ benefits whether monetary or in kind, from the AMC, company, government, bank or any other product manufacturer or third party, whose products are the subject of its research or investment information. The performance data quoted represents past performance and does not guarantee future results. Investing in financial products involves risk. Investments are subject to market risk. Please read all related documents carefully. As a condition to accessing the content and website of PrimeInvestor Financial Research Pvt Ltd, you agree to our Terms and Conditions of Use, available here. This service is not directed for access or use by anyone in a country, especially the USA, Canada or the European Union countries, where such use or access is unlawful or which may subject PrimeInvestor Financial Research Pvt Ltd or its affiliates to any registration or licensing requirement.

 

SEBI Research Analyst Registration No.: INH200008653
Registration granted by SEBI and  certification  from  NISM  in  no  way  guarantee performance  of  the intermediary or provide any assurance of returns to investors.

Investment  in securities  market  are  subject  to  market  risks.  Read  all  the related documents carefully before investing.

 

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