Advisors can actually build their entire MF practice by only selling #DAAF and still give the best Investment Experience.
DAAF takes care of: 1. #AssetAllocation 2. Value based investing 3. BuyLow-SellHigh - profit booking 4. #DownsideProtection 5. Debt with Equity Taxation
6) No need to Time the Markets 7) No need for Exit strategy 8) over longer periods, outperforms Buy & Hold 9) In Bullish period -participates in Upside 10) Bearish Periods - protects Downside 11) stagnant periods still generates returns 12) use it as SIP, STP, Lumpsum
That's why I call it Aloo Ki Sabzi in Investment Thali: 1) can fit in any strategy 2) can be invested at any phase of markets 3) can be recommended for Senior citizens for regular cash flow thru SWP 4) ideal for any age group
Practically all Fund House have #DAAF schemes. They may call it Dynamic Equity or Balanced Advantage Fund.
Be careful, as some Aggressive Hybrids are also termed as BAF. Check this before you invest
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MisterBond's #RollOfHonour for various #Debt scheme categories for the year ending on March 31'2023.
#IHR - Investor High Returns Score - Higher Returns in Higher Bands #IER - Investor Experience Returns Score - IHR divided by Std Deviation #BI - Beating Industry Average
MisterBond's #RollOfHonour for various Equity scheme categories for the year ending on March 31'2023.
#IHR - Investor High Returns Score - Higher Returns in Higher Bands #IER - Investor Experience Returns Score - IHR divided by Stabd Deviation #BI - Beating Industry Average
Hybrid category will start becoming popular with more than 36% in Equity.
Expect more such offerings from #AMCs. Brace for more #volatility in New offerings.
No implications if you continue to hold your existing #DebtPortfolio. Only if you invest fresh funds post 1 April 2023, there will be only STCG like #BankDeposits.
New Fund Offer (NFO) of Motilal Oswal Nifty G-sec May 2029 Index Fund. The NFO opens and closes on 02nd March 2023
Why should you invest in Motilal Oswal Nifty G-sec May 2029 Index fund?
It is a 6 year open ended #DebtScheme - comparable time frame to most popular investment alternative viz. 5 year #BankFD
With likely capture of Gross YTM of 7.40% - again comparable to current rates of 5 year FDs or even better
However, MO 2029 G Sec NFO scores over FDs on many counts: 1. More #TaxEfficient with 7 indexation benefits 2. Similar returns but scope for capital gains if redeemed before maturity (when interest rates soften) 3. Better #Liquidity as it is open ended debt scheme