Discover and read the best of Twitter Threads about #mutualfunds

Most recents (24)

A Thread on mistakes to be avoided during Mutual Fund investments: 👇

மியூச்சுவல் ஃபண்ட் முதலீடுகளின் போது தவிர்க்கப்பட வேண்டிய தவறுகள் பற்றிய பதிவு:
எந்த ஒரு முதலீடு செய்வதற்கு முன், எதில், எதற்கு,எத்தனை காலம் மற்றும் நம்முடைய நிதி நிலவரம் பற்றி தெளிவாக புரிந்து கொண்டே முதலீடு செய்யவேண்டும்.
அவ்வாறு நம் மியூச்சுவல் ஃபண்ட்களில் முதலீடு செய்யும் போதும் அதற்கு பின்பும் நம் தவிர்க்க வேண்டிய சில தவறுகளை பற்றி இந்த வாரம் பார்ப்போம்
1. இலக்குகள் இல்லாத முதலீடு:
பங்குகள் அல்லது மியூச்சுவல் ஃபண்ட் என எந்தவொரு முதலீட்டு திட்டத்தில் முதலீடு செய்தாலும் நம் அடைய வேண்டிய நிதி இலக்குகளுக்கு ஏற்ப செய்ய வேண்டும். எனவே, ஒரு இலக்கை நிர்ணயித்து, அதற்கேற்ப நிதி ஒதுக்கீடு செய்ய வேண்டும்.
Read 26 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
A Thread on how to select a Mutual Fund for investment:👇

முதலீட்டிற்கு மியூச்சுவல் ஃபண்டை எப்படித் தேர்வு செய்வது பற்றிய பதிவு:
மியூச்சுவல் ஃபண்ட் தேர்வு செய்வதற்கான வழிமுறைகள்:
1. Financial Risks / Goal based
2. மியூச்சுவல் ஃபண்ட் நிதியின் அளவு மற்றும் மேலாளர்
3. நிலையான CAGR
4. கட்டணங்கள்
5. வரிவிதிப்பு
6. Direct vs Regular
1. Financial Risks / Goal based:
ஒவ்வொரு நபருக்கும் அவர்களின் நிதி நிலைமைகள், தேவைகள் மற்றும் நிதி இலக்குகள் வேறுபடும், அதன் அடிப்படையில் மியூச்சுவல் ஃபண்ட் நிதியை ஒருவர் தேர்வு செய்வது நல்லது.
முதலீடு செய்வதற்கு முன்,
Read 21 tweets
📝 Lesson 1: 4 DIFFERENT TYPES OF EQUITIES
(Thread)

📝 Key takeaway:

4 types of equities are cash and cash equivalents, stocks, bonds, and mutual funds. They vary based on risk.

Section: #NoBSInvestingBasics
Course: #NoBSFinancialWellness
Equities come in a variety of forms, each with specific purposes. In this lesson , we’ll walk through the differences between cash and cash equivalents, #stocks, #bonds, and #mutualfunds.
✅ Cash and cash equivalents

Cash and cash equivalents (e.g. checks) are where you deposit money in a financial account such as with your bank and earn interest.

Cash and equivalents are low-risk investments.
Read 8 tweets
People often talk about what mutual fund they should invest in. But, very few discuss when and how to exit a Mutual Fund.

In investment, exit is as important as an entry. Let's see how you can exit a Mutual Fund. A thread 🧵
Before we discuss exit, ask yourself one question, why did I invest in this MF scheme?

In most cases, the Mutual Funds are goal-based such as child's education, wealth creation, preserve capital, etc.
Ideally, for a long term goal such as a child's education, you should start withdrawing from your MF 2-3 years before this goal.

You can set up a Systematic Transfer Plan from your goal MF to a safer liquid fund.

Refer to this thread to understand STP:
Read 8 tweets
A Thread on Mutual Funds Types: 👇

மியூச்சுவல் ஃபண்ட் வகைகளைப் பற்றிய பதிவு:
மியூச்சுவல் ஃபண்ட் என்பது ஒரு கூட்டு முதலீட்டுத் திட்டமாகும், இது பல முதலீட்டாளர்களிடமிருந்து பணம் சேகரித்து பங்கு, பத்திரங்கள், அரசு பத்திரங்கள் மற்றும் பண சந்தை போன்ற முதலீடுகளில் முதலீடு செய்யப்படுகின்றன.
மியூச்சுவல் ஃபண்ட் திட்டத்தில் சேகரிக்கப்பட்ட பணம், நிதி மேலாளர்களால் பங்குகள் மற்றும் பத்திரங்கள் போன்றவற்றில் திட்டத்தின் முதலீட்டு நோக்கத்திற்கு ஏற்ப முதலீடு செய்யப்படுகிறது.
Read 25 tweets
From rejecting a seven-figure job to building India’s largest platform for financial education,

Here’s the story behind my entrepreneurial journey so far.
I graduated from IIM Indore in 2008 and got placed in JP Morgan. Having a zeal to do something in the #education sector, I didn't take that #job, to start up a new venture of my own.
During that time CAT went online. I started my own venture- FireUp, an e-learning portal for training for #management entrance examinations.
Read 15 tweets
You requested and we delivered!🙌

Presenting you, StockEdge Version 7 with 10 of the most demanded features!

Now available on web.stockedge.com and will soon be available on #Android & #ios.

@mystockedge @vivbajaj @vinaypagaria

🧵Here's a thread on what's new-
You can now download all scans, strategies and my combination scans data in EXCEL Sheet for your #research.

Check here: web.stockedge.com/whats-new-deta… Image
Now you can check 7 day historical data of scans and #strategies.

Check here: web.stockedge.com/whats-new-deta… Image
Read 13 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
1/15
#LetsTalkMoney by @monikahalan is all about US understanding OUR Needs & Wants, & constructing OUR Money Box.

It helps BUILD a system in place , rather than focusing on a (non existent ) single shot solution.

MUST READ FOR ALL !

#BookRecommendation

A 🧵 on it .
👇
2/15
Firstly, build your own system to manage Cash Inflows & Outflows .
Find a way that's least troublesome but automatically separates the 2.

#Budgeting & #Allocation must not be a cumbersome task !

Easy bifurcation helps in Better mapping.

A bird's eye view on the same 👇
3/15
Moving onto Emergencies . This pandemic has made so many of us realise the importance of it .

Another interesting facet :
Unwillingness to take risks comes from the FEAR of not having money when needed - typically why Bank F.Ds are preferred.

Hence the EMERGENCY fund.
Read 15 tweets
Indices have beaten the majority of the equity funds in the market. Due to this, it has been difficult for fund managers to justify their remunerations. But, this SEBI rule has changed everything for the managers! (1/8)
A thread 🧵👇
#financewithfinology #mutualfunds #Investment Image
SEBI's “SKIN IN THE GAME” RULE (2/8)

On April 28, SEBI issued a circular regulating fund manager compensation. The new rule makes it compulsory for top officials of mutual funds to invest 20% of their salaries in their own schemes.
IDEA BEHIND THE RULE (3/8)

One of the reasons is that some fund houses take excessive risks while chasing returns thereby jeopardizing the investors in the schemes. So this rule aligns fund managers to investors.
Read 8 tweets
Kalpfin Wealth Byte (30 seconds read)

Too much, too soon, too fast!

Everyone knows the investing duo of Warren Buffett and Charlie Munger. But 40 years ago, there was a third member, Rick Guerin. The three made investments together.
Then Rick kind of disappeared while Warren and Charlie became the most famous investors of all time

A few years ago, hedge fund manager Mohnish Pabrai asked Buffett what happened. Rick, Buffett explained, was highly leveraged & got hit with margin calls in the 1970s bear market.
Some things scale well. Double their size & you get double the output (or more).Other things don’t, & it is important to know which is which.

A good summary of investing history is that stocks pay a fortune in the long run but seek punitive damages when you try to be paid sooner
Read 6 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
Thread 🧵#StockMarket #Tips For Beginners 🇮🇳

In this thread find some stock market tips for beginners, especially those who have joined market recently during #COVID19 #lockdown and have only seen one-sided rally.

(If you like then please re-tweet to maximize reach)

#BSE #NSE
1⃣ Save Regularly & Initially Invest Small Amounts 👇

#Investing in #StockMarket is comparatively risky as compared to investing in other avenues. Hence start with small amount and it should ideally be the amount which you can afford to loose.

#BSE #NSE
2⃣ Initially invest via #MutualFunds 👇

It is the best thing to do initially, if you lack knowledge about #StockMarket #investing, start investing via mutual funds and only after learning the basics slowly jump to direct equity investing.

#MutualFundsSahiHai #MF
Read 12 tweets
Sensex scripting history today,by breaching 50000 for 1st time,is vindication of investor faith in @narendramodi gov

#Sensex,from 40000 on Oct8'20 to 50000 in just 74 sessions&from 45000 on Nov4'20 to 50K today,in 32 trading days,reflects economic momentum

Modi naysayers,quiet!
When #StockMarket plummeted to lows of 25000 at peak of #COVID19 crisis,few had envisaged such meteoric rise from index's 3yr low

Plethora of factors fuelled rally

Liquidity push,FII buying,good corporate earnings,mega vaccine roll out&economic traction under @narendramodi govt
Rs 4633 Cr #IRFC IPO has been subscribed 3.49x on final day of 3 day bidding process;Issue received bids for 435 Crore equity shares as against offered size of 124Cr equity shares

35% of #IPO reserved for #Retail investors,saw 3.53x subscription, with #QIB oversubscribed 3.78x💪
Read 7 tweets
Thread 🧵on Why to Invest Money ❓

Must read for everyone, especially youngsters....

(If you like then please re-tweet to maximize reach)

#FinancialLiteracy #InvestmentPlanning
1⃣ With the passage of time the term #Money has become one of the most important necessity of everybody’s life, without which thinking about anything is next to impossible.
2⃣ Today with increasing human wants, longer life spans, and huge number of opportunities available to spend, just #earning good is not enough; it is equally important to #invest money wisely to ensure that it is generating a good return to secure yours and your family’s future.
Read 16 tweets
#MCPersonalFinance | Coming in April, a new standard home insurance policy: Should you buy it? @Preeti__Kul explains: moneycontrol.com/news/business/…

#HomeInsurance #Insurance #IRDAI
#MCPersonalFinance | Many senior citizens suffer from inadequate cashflows. Reverse mortgaging their residence would enable them to get a steady income over their lifetime, writes @thanawala_hiral.

#SeniorLiving #FinancialPlanning
moneycontrol.com/news/business/…
#MCPersonalFinance | Mutual funds vs unit-linked insurance plans - Here are some factors that can help you assess the products and decide what suits you.

(By Joydeep Sen) #MutualFunds #Investment #Insurance
moneycontrol.com/news/business/…
Read 5 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
#SIP #kyc #mutualfunds

SIP பற்றி மக்கள் கேட்டுக் கொண்டதால் ஒரு சிறு இழை.

பரஸ்பரநிதியில் (mutual funds) ஒரு குறிப்பிட்ட தொகையை மாதாமாதம் முதலீடு செய்வதே systematic investment plan (SIP)

ஏன் sip?

சிறு, குறு முதலீட்டாளருக்கு ஏற்றது

சந்தையின் ஏற்ற இறக்கங்களை தாங்கும் /~
மாதாமாதம் சேமிக்கும் பழக்கத்தை உறுதிபடுத்தும்

சந்தையின் போக்கை எப்போதும் கவனித்துக் கொண்டே இருக்க வேண்டாம்.

எப்படி முதலீடு செய்வது?

1. வங்கியின் மொபைல் ஆப் / நெட் பேங்கிங்
2. நேரடியாக பரஸ்பர நிதியிடம்

இதற்கு உங்கள் kyc (know your customer) மிக முக்கியம். /~
ஏன் kyc?

சுருக்கமாக சொன்னால், உங்களை யார் என அடையாளப்படுத்தவும், சட்டவிரோத பரிவர்த்தனையை தடுக்க kyc பயன்படுகிறது. இதற்கு உங்கள் ஆதார் எண், பான் அட்டை முதலியவை தேவைப்படும்.

வங்கியில் கணக்கு இருந்தால் ஏற்கனவே உங்கள் KYC சரிபார்க்கப்பட்டு இருக்கும்.
Read 7 tweets
#MCPersonalFinance | Value funds haven't been doing well for years now. Mutual funds that follow the value style of investing are now moving beyond just valuation multiples to pick stocks: @LisaPBarbora

#Investment #MutualFunds
moneycontrol.com/news/business/…
#MCPersonalFinance | Kotak International REIT FoF allows you to invest in real estate without physical ownership. Should you invest? @dhuraivel explains

#RealEstate #Investment moneycontrol.com/news/business/…
#MCPersonalFinance | Majesco has announced a dividend of Rs 974 per share. What should existing shareholders do? Should others buy the stock just to pocket the dividends? @nikhilmw explains

#Majesco #MajescoDividend #StockMarket #Stocks
moneycontrol.com/news/business/…
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
This thread is on disruption in #Advisory . I am sharing my thoughts and beliefs. I lean on my experience as an advisor and professional. 1/n
Product Selling & #Advisory were jumbled up at the start of the decade. Neither #Advisors nor customers could clearly draw lines. Conflict of interest was high. But, we significantly reduced these in a decade. Now, the system looks set for its most investor centric phase. 2/n
How did this happen? The primary credit goes to our regulation. By removing entry loads in 2009, launching #RIA, forcing all trail revenue models in mutual funds and segregating product selling and #Advisory, #SEBI has achieved way beyond even what investors expected. 3/n
Read 10 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

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