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Mutual Fund & Investment Basic- Part 2

Part - 1 இங்க படிங்க: tamilhollywoodreviews.com/2021/11/mutual…
இந்த முறை Direct #MutualFund வாங்குவது எப்படி என்பதை பற்றிய போஸ்ட் போடலாம் என நினைத்தேன்
ஆனால் மார்க்கெட் மற்றும் அதைப் பற்றிய அடிப்படை விஷயங்களை தெரிந்து கொள்ளாமல்

#MutualFundsSahiHai
நேரடியாக இன்வெஸ்ட்மென்ட் செய்ய ஆரம்பிப்பது நல்லது கிடையாது. அதுக்கு முன்னாடி கொஞ்சம் அடிப்படை விஷயங்களை தெரிந்து கொள்ளலாம்.

எப்பவுமே உங்களுடைய #stocks and #MutualFund unit களை #DEMAT அக்கௌன்ட்ல வைப்பது நல்லது. ஆனால் #stocks வாங்கனும்னா கண்டிப்பாக #DEMAT account இருக்க வேண்டும்.
#MutualFund ஆரம்பிக்க #DEMAT அக்கௌன்ட் அவசியம் இல்லை ‌.

ஆனால் நான் #Zerodha வில் அக்கௌன்ட் வைத்து உள்ளேன் மற்றும் #MutualFund களை அதனுடைய #coin App வழியாக வாங்குவதால் நேரடியாக #DEMAT account ல் கிரடிட் ஆகிவிடும். மற்ற ஆஃப்கள் எப்படி என்று தெரியவில்லை.
Read 22 tweets
स्टॉक मार्केट मध्ये कोणता आणि किती पैसा टाकावा ?

प्रश्न जरी साधा असला तरी त्याचे उत्तर प्रत्येकासाठी वेगळे असणार आहे..तरी मी साधारण idea देण्याचा व एखादी गोष्ट का करावी हे सांगण्याचा प्रयत्न करेन ज्याने निर्णय घेणे सोपे होईल.

#stockmarketअभ्यास #म #मराठीत
"MF investments are subject to market risk, read the offer document carefully before investing" हे खूप महत्त्वाचे वाक्य आपण #mutualfund च्या जाहिरातीत खूपदा ऐकले असेल.

पण ह्याचा अर्थ असा असतो की मार्केट मधून मिळणारा परताव्याची गॅरंटी नाहीये.तो दिवसागणिक बदलू शकतो.
आज मार्केट मध्ये असणाऱ्या १ लाखाची किंमत उद्या मार्केट पडले तर ५०हजार किंवा वाढले तर २ लाखही होईल.सतत होणारा चढउतार हा मार्केटचा पहिला आणि शेवटचा नियम आहे.
म्हणूनच आपल्याला कधीही लागू शकतो असा पैसा मार्केट मध्ये टाकणे तोटा होण्याच्या दृष्टीने धोक्याचे ठरते. हा धोका कमी करण्यासाठी
Read 17 tweets
#StockMarket #mutualfund #indexfund #ETF #Investment
Check your Mutual is performing or not

More than 2,00,000 crore of investor wealth is lying in 12 underperforming equity funds.
The current rally is a good opportunity to get rid of these laggards.
Investors don't switch because they are unaware how badly their funds have been doing.
ELSS schemes are the worst laggards but investors can't exit before 3 years.
Good time for changing to other good performing Mutual Fund / ETF / Index Fund

List of 12 under performing Mutual Funds 👇🏾
Read 16 tweets
One would never plant an oak tree ... just to dig it up once a quarter to see how the roots are. When it compounds ... let it compound & the same is true in #MutualFunds. (1/n) @MFSahiHai @NileshShah68 @MFBALA @mohanty_swarup @iRadhikaGupta @fifaindiaorg @bsindia @ETMutualFunds
Oaktree roots grow from an acorn to a taproot system, similary #wealth is created via #MutualFunds. Primary root would grow horizontally into the soil. Later on, would transform into an extensive root system alongside maturation of the plant i.e. Magic of Compounding (2/n)
Only 1 in 10,000 acorns grow up to be an oak tree, and the same is true for #mutualfund #investors - only 1 out of many stay put to see the magic of compounding. One of such living legend is @Raamdeo (Mr. Raamdeo Agarwal - Chairman & Co-Founder @MotilalOswalLtd) 👇 (3/n)
Read 6 tweets
SEBI board meeting outcome | SEBI
Approves merger of SEBI (Issue & Listing of Debt Securities) Regulations, 2008 &SEBI (Non-Convertible Redeemable Preference Shares) Regulations, 2013 into a single Regulation.

Nod to framework for ‘Accredited Investors’ in Indian securities mkt
SEBI ON INDEPENDENT DIRECTORS
Appointment & Removal of IDs shall be via special resolution of shareholders for all listed entities

Composition of NRC modified to include 2/3rd IDs instead of existing requirement of majority of IDs
Alert: NRC Is Nomination & Remuneration Committe
SEBI on independent directors: Cooling off period of 3 yrs for KMPs, employees of promoter grp cos introduced for appointment

Entire resignation letter to be disclosed

Cooling-off period of 1 yr introduced for transition to WTD in same co

Amendments applicable from Jan 1, '22
Read 6 tweets
We have maintained our stand since the very begining that @FTIIndia has not committed fraud, No scam, no #investment has been made in junk bonds, not committed a crime. We still stand by the same. (1/n) #franklintempleton #mutualfunds #investments #DebtFunds #DebtMutualFunds
Payments are even coming from those securities whom naysayers claimed are junk bonds, which we told was not the case but these #investors were being mislead by them & even now they are trying to prove their mischevious intentions. Ultimately Action Wins, not noise. (2/n) @bsindia
As far as @SEBI_India order goes we will not say much as the matter is inbetween the regulator & @FTIIndia. Both details are out in public domain already. But, the forensic audit has been across all activities of #franklintempleton which includes each & every paper. (3/n)
Read 8 tweets
A kind request in the larger interest of #investors to @SEBI_India that if possible a forensic audit of all #MutualFund #portfolios where-in #Debt #investment is there can be done. It will help them to redevelop the kind of trust each #investor had in #Debt #mutualfunds! (1/n)
We believe that if this forensic audit is made mandatory in every 3 years for all #MutualFunds which has made any % of #investment in #Debt papers. It will ensure that events of past that are still ongoing will not happen. (2/n) @monikahalan @rohankaviraj @bsindia @IamMisterBond
Pleased to see that our regulator @SEBI_India has now issued circular yesterday pertaininig to 'Potential Risk Class Matrix for debt schemes based on Interest Rate Risk & Credit Risk' with effect from Dec 1, 2021, for all the
existing & new debt schemes. (3/n) #mutualfunds
Read 6 tweets
Thread for beginners on Index funds for Long duration
#StockMarket #MutualFund #IndexFund #ETF
Index funds are diversified in nature which minimise risk
All stocks won’t perform for long durations, stocks in index managed based on stock performances in regular basis.
Picture shows Nifty50 stocks are not standard, list altered based on performance
Good current performing stocks will turn to penny stocks in future, Index funds minimise risk in this criteria
Non performing stocks will be moved away from index by SEBI & next performing stocks will b included
Read 14 tweets
Thread 🧵 on Advantages of #Investing in #MutualFunds ...

🌟Must read for everyone, especially those who do not understand #Equities and have not yet invested significant amount in Mutual Funds as well.🌟

#MutualFundsSahiHai

@invest_mutual @dmuthuk views invited 🙏
1⃣ Professional Management:

#MutualFunds use services of experienced & skilled professionals, backed by a dedicated investment research team that analyses performance & prospects of companies and selects suitable investments to achieve objectives of scheme.

#MutualFundsSahiHai
2⃣ Diversification:

#MutualFunds invest in a number of companies across a broad spectrum of industries & sectors. This diversification reduces risk because seldom do all stocks decline at same time and in same proportion.

#MutualFundsSahiHai
Read 13 tweets
Let’s talk about the pitfalls of past performance, when credit risk works, and beating #inflation in #retirement.
Which #mutualfunds did well last year? One year Mutual Fund return...
Would you #invest in long duration/ gilt funds?
Read 9 tweets
Read this book at the time of #CAMS #IPO.
A brilliant read to know about the #growth trajectory of the #company & why it's only starting.

@YMehta_ @finthusiasts @nid_rockz @manurishiguptha @MadrasMobile @MarketScientist
@AnyBodyCanFly @ipo_mantra

Thread coming.👇 Image
Foreword by- Mr. Deepak Parekh, Chairman @HomeLoansByHDFC

He writes about India's #economy post #Liberalization & how #companies that have come up have one thing in common- #knowledge.

2/n
#CAMS began as a #software development & #computer education firm, moved to share registry services handling #IPO's, later became a Registrar & Transfer Agent (#RTA). It now also handles documentation requirements in #banking, #insurance & #microfinance.

3/n
Read 25 tweets
#ShareMarket
#MutualFundsSahiHai

सगळीकडे आज टीव्ही वर, रेडिओ वर, वर्तमान पत्रामध्ये, सिनेमा गृहमध्ये "Mutual fund सही है" ही जाहिरात चालू आहे.
"#MutualFund सही है" हे कळतंय पण अजून #MutualFund आणि #SIP म्हणजे नेमके काय? यात खूप गोंधळ उडाला आहे.
आज गुंतवणूक क्षेत्रात काम करत असताना खूप बरे-वाईट अनुभव येतात, त्यातील एक म्हणजे खुपजण मला SIP मध्ये गुंतवणूक करायची आहे म्हणून गुंतवणूक करायला येतात, त्यांच्यासाठी खासकरून आजचा लेख👇👇👇
#SIP हा कोणता गुंतवणुकीचा पर्याय नाही तर गुंतवणुकीचा प्रकार आहे.
हे लक्षात घ्या.
स्वतःला आणि आपल्या समाजाला आर्थिक साक्षरतेत पुढे घेऊन चला.
Read 21 tweets
We're at the crossroads of a new year and an evolving #market context☦️📈
So, what's the most powerful thing you can do today?
Review your #investments - objectively!
We've done this for 100 + people with great results. We're going to talk about one of them.

Watch our video to know more about ithought's Investment Review Engagement:
Here's what we found:
6 Advisers
37 Mutual Funds
3 PMS
7 Bonds
4 FDs

Concentration risk = excess pain when things don't go your way
A long tail = muted performance

#mutualfund #Investment
Read 5 tweets
Time & again most #MFDs & FT itself letting Actual Investors of these 6 schemes know that even in times of #COVID they have accumulated more than ₹11000 crores without #monetization but still few people are having unnecessary doubts. (2)
I personally believe that if #History will be written, the #historians will focus on the solution not on the problem.

Saying Yes, to both Winding Up Consent & Active #Monetization is only & solely in the best possible move for #investors. (3)
Read 75 tweets
#CAMS Concall highlights Q2fy21
CAMS serviced assets now at ~70% industry assets
Key properties - myCAMS,GoCorp,edge360
UPI Autopay mech offered by CAMSPay enabled for SIP investors
2Q industry Aum 27.6 trillion, up 7% you, 12% wow,equity assets were muted
#Nifty #sensex
CAMS serviced funds & assets at 19.4 trillion or 19.4 lakh crore, up 8.6% yoy, up 11% qoq ,share at 70%
Outflow in equity assets,mainly lump category,investors timing the market taking money out
Majority growth non equity,mainly debt,liquid fund flattish,overall equity contractd
Overall transaction volumes 79 mlln plus,5 % up QoQ
SIP book,expanded 5% yoy,1% qoq
Live investors folios up 4% yoy about 40 mlln
Unique serviced investors expanded to 16.2 mn,6% yoy growth
H1fy21 AUM muted at 26.1 trillion, 2% up yoy, equity down 5.2%
Read 10 tweets
(1/n) Today we will discuss the BAF model of @EdelweissAMC called Edelweiss Balanced Advantage Fund.
Fund Manager – Bhavesh Jain, Bharat Lahoti and Gautam Kaul
AUM – 1429 crores
(2/n) The scheme follows a pro cyclical investment approach where the fund managers allocate more to equity in a bull market and reduce equity in bear market cycle. The in-house propriety model takes into account quantitative factors along with fundamentals.
(3/n) The fund consists of a core equity portfolio and a high qualitive debt portfolio or special situation ideas. Currently the equity exposure is around 50-60% of the portfolio.
determine the unhedged equity allocation.
Read 11 tweets
Yesterday did an analysis of 10 Large Cap MFs.


Someone said Mid Caps perform better. Hmmm

Here is t summary of 10 MFs from Mid Cap sector based on AUMs.

Btw, I saw large caps like HDFC Bank, ICICI Bank in top holdings... hmm MidCap

Enjoy...

1/n
Total AUM of 10 these MFs: 58,359Crs (AUM: Asset Under Management, size of the funds)
Top 25 stocks: Ranging from ~60-80% holding (Average 66%)

2/n
Return against S&P BSE 150 MidCap
1 yr: 2 cud barely outperform. 1 out of 8 had a negative return
3 yr: 4 outperformed (2 could barely do). Rest handsomely beaten-down by Index. Worst 2 had negative returns
5 yr: Only 3 could outperform (2 could barely)
7 yr: 6 outperformed

3/n
Read 8 tweets
AMC is one business I see SBI MF gain share over HDFC MF
SBI has already overtaken HDFC AMC to become #1
expect it to grow bigger

HDFC Asset Management Company :
JUNE-QUARTER AVERAGE AUM AS AT END-JUNE 2020 WAS 3.56 TRLN RUPEES VERSUS 3.62 TRLN RUPEES YEAR AGO
Comparing the flagship large cap mutual fund

SBI Blue chip fund has outperformed by 10 percentage points over HDFC top 100

Interesting that PSU will take share in AMC
due to govt help (EPF) as well as Performance!

#HDCAMC #SBIAMC #HDFC #SBI #AMC #mutualfund Image
in almost any other industry
investors would have left such funds like HDFC top 100
AMC is sticky, people don't sell MF as often
and massive under performance of HDFC MF is allowed

overall, love @PPFAS and @QuantumAMC in MF space
these are better than all the big AMCs
Read 4 tweets
Super proud to announce that @ETMONEY leads the way in the #MutualFund industry. Corners a whopping 28% market share of net equity sales in the month of June. 

When you stay true to your customers, success always follows!! Image
For more details, visit our blog: etmoney.com/blog/etmoney-l…
What added to the cheer was that we played a pivotal role in ensuring money was invested in categories made for long-term investing, not flavor of the season
Read 14 tweets
Couple of days back office of #MutualFund house was closed in #Chandigarh as one of the employees at a senior position was tested positive for #COVID19 & also 2 of his family members. The risk is high #AMCs, #RTAs & #MFDs must take ample precautions. @amfiindia @fifaindiaorg
(1)
Request all #MFDs to do all transactions in digital mode. Request @amfiindia to ensure that all those requests that are to be submitted physical some digital alter must be opted for. In the interest of #AMCs, #RTAs, #MFDs & #Investors some solution must be thought. (2)
Request @NileshShah68 to kindly look into the matter. As per our understanding the amicable solution to this is taking scan copies of the documents or hard copies can be collected outside the office premises of #AMCs, #RTAs or #MFDs!! @ananthng @Sanjay_69 @klash233 @dhirendra_vr
Read 4 tweets
AMFI JUNE 2020 (MoM)

Net flow at Rs 7266 vs Rs70813cr

Equity inflow at 241 vs Rs5257cr

Total AUM at 26.1 vs Rs 24.3lk cr
Equity AUM at 6.9 vs Rs 6.3lk cr
SIP keep declining
at Rs 7927 cr for June vs Rs 8123 cr for May

2019 (in crore)
Feb: 8095
Mar: 8055
Apr: 8238
May: 8183
June: 8122
July: 8324
Aug: 8231
Sept :8263
Oct :8245
Nov :8272
Dec: 8518

2020
Jan : 8532
Feb: 8513
Mar: 8641
Apr: 8380
May: 8123
June: 7927
#SIP #Mutualfund
retail money in equity MF- has disappeared!!
down 95% Image
Read 8 tweets
All categories of #mutualfunds (including ETFs) would be covered under #stampduty charges for units issued in demat & non-demat form. It will cover equity, derivatives & currency trades. Stamp Duty = Direct Tax levied by the govt. u/s 3 of Indian Stamp Act, 1899. @AmarUjalaNews
#StampDuty charges:

Equity (delivery) - 0.015% or ₹1,500 per crs on buy-side

#Equity (intra-day) - 0.003% or ₹300 per crs

#Futures (equity & #commodity) - 0.002% or ₹200 per crs

#Options (equity & commodity) - 0.003% or ₹300 per crs

#Currency - 0.001% or ₹10 per crs
- The #stampduty will also be applicable on #AlternativeInvestmentFunds (AIFs)

- Impact is more on the short term #investments by the #investors

- No stamp duty on #redemption of #mutualfund units.

- Impact at #portfolio level too i.e when fund manager executes transaction.
Read 7 tweets
Thread: Inflow / Outflow Analysis - May 2020
Net flows for MFs turned positive for the 2nd straight month in May 2020. Strong #inflows in debt oriented open-ended schemes, mainly #Liquid and Banking and PSU funds, continued to support the industry. (1/8)
Also, UST, Low duration, Money market, Short duration, and Medium to long duration funds contributed to the inflows this time. #Arbitrage funds under the #Hybrid category pitched in, too. In fact, net flows for the Hybrid category marked a 14-month high. (2/8)
It is commendable that under the current tough circumstances, industry’s net inflows in May increased 54% to Rs. 70,813 crore sequentially, marking a 4-month high. Maximum net outflows were seen in Overnight funds that somewhat took the sheen away from the flows. (3/8)
Read 8 tweets
Moratorium on fresh insolvency is a cause of concern as it may impact #mutualfund #AMCs. A default during this tenure cannot be recognized by AMCs. Resolution timeline relaxation for stressed #assets can be avoided as #banks are not in the position to pass the benefit. @livemint
Request @SEBI_India to create a framework for #MutualFund #AMCs in order to recover their dues. Though #MutualFunds do a thorough due diligence as mandated but it becomes awry in adverse events. Request @amfiindia also to give a deep thought on this. @NileshShah68 @Sanjay_69
What is your point of view on the matter raised? @kaul_vivek
Read 3 tweets

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