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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super funds
Mutual funds & ETFs
Srikanth Meenakshi

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.

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ETFs vs Index funds
Mutual funds & ETFs
PrimeInvestor Desk

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?

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Recommendations
Bhavana Acharya

Prime Recommendation: Why this equity fund should be your choice now

When there is uncertainty writ all around, you cannot be taking sides. You need an option that can navigate across markets, that’s steady in strategy, and that is large-cap based. Kotak Standard Multicap fits all three. This multicap fund is part of our Prime Funds recommendation list. Kotak Standard Multicap suits any investor with a timeframe of 4 years and above. Here’s why the fund makes a good investment.

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Risk vs Rewards in Bonds
Mutual funds & ETFs
PrimeInvestor Research Team

How to identify risks in debt funds

Our comprehensive report yesterday gave you a detailed list of funds across AMCs with higher credit or concentration risk in each category. With the help of our review tool and the pointers we gave you, we hope you identified the ones you need to move out of. If you have not, please read the article here if you are a subscriber or subscribe today to ensure you are with the right debt funds.

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Cut the debt?
Mutual funds & ETFs
PrimeInvestor Research Team

Franklin fallout: Risks in debt funds from other AMCs

The winding up of Franklin Templeton’s debt schemes has proved how credit risk and liquidity risk can be a lethal combination. While the funds’ closures are an extreme event, this may be a good opportunity for you to take a relook at your portfolio – without panic, that is.

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