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portfolio strategy

Is it time to add passive funds to your portfolio?

/ Strategies, Categories, Mutual funds & ETFs, Premium, Research Reports /

In any portfolio that features equity funds, the long-running debate is whether one should go for active or passive funds. We, on the other hand, have held that a portfolio can well feature both active and passive funds using each where it does best. Of late, we have also been of the opinion that there are some categories where you should have passive funds if you are to keep returns up – even if you hold outperforming active funds.

Is it time to add passive funds to your portfolio? Read More »

Mutual funds vs PMS – Pros and Cons

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

For investors who can write a single cheque of Rs 50 lakh or more, Portfolio Management Services (PMS) have emerged a popular vehicle for investment into equities. In effect, PMS is identical to investing directly in shares, the main difference being that you have given absolute power to the PMS agency to buy/sell shares on your behalf and your portfolio choices are left to them.

Mutual funds vs PMS – Pros and Cons Read More »

Quarterly update – changes made to Prime Portfolios

/ Recommendations, Categories, Mutual funds & ETFs, Premium, Research Reports /

Prime Portfolios are a set of 19 unique portfolios that meet over 30 different investor timeframes and needs. Prime Portfolios are listed under Ready-to-use-portfolios in the Recommendations dropdown. These portfolios primarily use mutual funds, but where there are better-suited products such as deposits or government schemes, the portfolios include those as well.

Quarterly update – changes made to Prime Portfolios Read More »

Should you invest in NHIT’s NCD offer?

/ Bonds & Deposits, Categories, Premium, Research Reports /

With interest rates on fixed income options hitting rock-bottom in recent years, debt investors have been starved for reasonable yields. This is perhaps why the issue of Non-Convertible Debentures (NCDs) from National Highways Infra Trust (NHIT NCD), offering a yield which is a tad over 8%, is seeing such enthusiastic reception from investors, bond platforms and some advisors too. 

Should you invest in NHIT’s NCD offer? Read More »

How to identify mutual fund overlap in your portfolio

/ Strategies, Categories, Mutual funds & ETFs /

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?

How to identify mutual fund overlap in your portfolio Read More »

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

/ Bonds & Deposits, Categories, Commentary, Markets, Mutual funds & ETFs, Premium /

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. 

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

US recession and IT sector slowdown – impact on our stock pick

/ Stocks, Categories, Markets, Premium, Research Reports /

Will the Indian IT sector slowdown as a result of a looming recession in the US? This is the question that many of you have asked us on the back of a sharp 32% correction in the Nifty IT index from its peak in January 2022. The next question is whether our ‘buy’ on one of the IT stocks is valid now and whether the same can be accumulated. We will try to answer these questions here.

US recession and IT sector slowdown – impact on our stock pick Read More »

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