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MFkiRani Profile picture
@MFkiRani
Jul 15, 2019 • 5 tweets • 9 min read • Read on X
🧐🧐🧐 @ValueResearch puzzling! Maybe they also are not up to the mark evaluating. 87% exposure is a huge%!!

#DHFL #mutualfunds
#mutualfundssahihai #debt
@CRISILLimited has updated the fund
rank in last qtr to 3 frm 2 & @in_morningstar has 5 star rating! Any answers?

@MstarKaustubh
#DHFL #mutualfunds #mutualfundssahihai
#debt ImageImage
@jashkriplani @NishanthV_ET @SanketD_ET @sriram_ET @SumairaAbidi @mrinagarwal @_anishaj @deepakshenoy @latha_venkatesh @larissafernand @ActusDei @babarzaidiET @menakadoshi @Prashanth_Krish @kayezad @invest_mutual @dmuthuk @_Mutual_Funds_ @TheMFGuy1 @FI_InvestIndia @Ajaya_buddy
@PankajMathpal @malinibhupta @monikahalan @TheMoneyHans @livemint @_soniashenoy
@JijuVidyadharan

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More from @MFkiRani

MFkiRani Profile picture
Oct 26, 2020
(1/n) Today we will discuss the BAF model of @MotilalOswalAMC known as Motilal oswal Dynamic Fund. Fund Manager – Akash Singhania, Abhiroop Mukherjee
AUM – 1112 crores
(2/n) Molal Oswal Dynamic Fund uses their proprietary Molal Oswal Value Index (MOVI) to calibrate exposure to equity as per changing market valuations.
(3/n) While equity powers creaon of wealth, booking profits in a calibrated fashion aims to protect from downside during market correcons and short-term volality.
Read 8 tweets
MFkiRani Profile picture
Oct 23, 2020
(1/n) Today we will discuss BAF model of @lntmutualfund known as L&T Dynamic Equity Fund. Fund Manager – Mr. Vihang Naik, Mr. Venugopal Manghat, Mr. Praveen Ayathan
AUM – 591 crores
(2/n) The fund uses an active strategy to manage market volatility by balancing its equity exposure. L&T Balanced Advantage Fund is a unique offering from our product suite, that can change the equity component based on an internal model.
(3/n) Such a strategy could help participate in the long-term growth potential of equities but with significantly lower volatility.
Read 8 tweets
MFkiRani Profile picture
Oct 22, 2020
(1/n)Today we will discuss BAF model of @IDFCMF called IDFC Dynamic Equity Fund. Fund Manager – Arpit Kapoor, Sumit Agarwal and Arvind Subramanium
AUM – 866 crores
(2/n) It is a hybrid fund with active equity allocation changing based on the trailing P/E of Nifty 50 index.
A pre-defined model with 6 different equity bands - a minimum of 30% to maximum of 100% Equity*.
(3/n)
Higher the P/E band, lower will be the active equity allocation and vice versa
Change of bands happen once a month while changes within the band happen dynamically on a day to day basis
Read 8 tweets
MFkiRani Profile picture
Oct 12, 2020
(1/n) Today we will discuss BAF model of @ICICIPruMF called as ICICI Pru balanced advantage fund. Fund Manager – Sankaran Naren, Ihab Dalwai, Rajat Chandak and Manish Banthia
AUM – INR 22849 Cr
(2/n) The scheme has successfully completed 10-years of its in-house BAF model. Their in-house Balanced Advantage model was introduced a decade ago with the aim to help investors capitalize on the advantage of equity investing with controlled level of risk
(3/n) The fund follows a counter cyclical method of investing ie invest when market is low and sell when market is at high. It helps retail investors to invest in a counter cyclical manner ie buying low, selling high. Their model is designed to achieve this.
Read 13 tweets
MFkiRani Profile picture
Oct 5, 2020
(1/n) Today will discuss BAF model of @TataMutualFund called tata balanced advantage fund.
Fund Manager – Rahul Singh, Sailesh Jain, Sonam Udasi and Akhil Mittal
AUM – 1062 crores
(2/n) Strategy is a combination of PE and PB Model. It uses both ratios to gauge intrinsic value of stock. While PE Model is a mix of forward and trailing valuations while PE Plus model factors in other market dynamics other than intrinsic value
(3/n);In house P/E based model with 10% variation to the basic equity allocation.
Further, other parameters that can be considered are: Volatility Trend analysis, Macro factors , Market Outlook.
Read 14 tweets
MFkiRani Profile picture
Oct 2, 2020
(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

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