rebalance
General
Vidya Bala

How to rebalance your portfolio

In February, we had provided some do-it-yourself guidelines on maintaining a long-term portfolio. Many of you appreciated it and said you found it useful. Please read it if you haven’t. One of the points in that playbook was about portfolio rebalancing. Since many of you continue to have doubts on what is rebalancing and how

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credit risk
Mutual funds & ETFs
Vidya Bala

Franklin funds are winding up. Will you get your money back?

Franklin India AMC has announced that it is winding up 6 of its schemes – Franklin India Ultra Short Bond, Franklin India Short Term Income, Franklin India Dynamic Accrual, Franklin India Credit Risk, Franklin India Low Duration Fund and Franklin India Income Opportunities Fund. These are some of the most popular funds managed by the AMC.

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3 funds
Mutual funds & ETFs
Vidya Bala

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.

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Nifty fall
Markets
Vidya Bala

Prime Strategy: COVID-19, Crude and Capital effect: Where should you invest now?

Do you remember the last time that the Nifty fell over 500 points on a single day? Wondering if it was in 2008? No, because it never did in absolute value terms. That’s what makes March 9, 2020’s Nifty fall so scary.

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Diversified
Mutual funds & ETFs
Vidya Bala

Prime Recommendation: An all-in-one equity fund with the most distinct strategy

When an equity fund is founded on the philosophy of value investing, seeks to reduce volatility through limited hedging and provides international flavour where such opportunities are not available locally, we call it an all-in-one fund. The fund we are talking of also has an expense ratio lower than the equity category average, considering its relatively small AUM size.

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