Sunil Jhaveri Profile picture
Investment Advisor, Author & Coach. Only Investment & Life fundas. I have conviction in my ideas & hence consistency in my Advice. Digest them or ignore them.

Feb 24, 2020, 5 tweets

Only when #Investors and #Advisors realise that it is best to stick to AssetAllocation strategy thru BAF schemes for lump sum and SIP and not get lured by different offerings of #AMCs, will they have good Investment experience.

#AMCs should have one flagship scheme which combines all attributes as follows:
1) MultiCap
2) Rebalance like Dynamic Equity
3) add a bit of International Equity exposure

This can create All Seasons Scheme with lower volatility

That's why I like @PPFAS long term Equity Fund which combines all the above attributes.

AMC has stuck to only one scheme without confusing the Investors and doing a good job.

In such a case an Investor may not need an Exit Strategy as it will be in built in scheme construct

Only because AMCs are in numbers game, they come out with different schemes in same asset class instead of providing a holistic investment Solutions based on Market valuations.

Only one flagship scheme should do the job.

Finally, this will ensure that #MutualFundIndustry does not create #Abhimanyus out of #Investors who are currently stuck in #Chakravyuh of investing in #Equity as an Asset class.

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