vijaimantri Profile picture
May 13 3 tweets 1 min read
Why ‘Mutual Fund Sahi Hai’ is more relevant than ever !!!

Fall in price Direct stock Equity MF

-10% n more 91%stock 97% MF

-20% n more 82%stock 86% MF

-30% n more 58%stock 0% MF

-40% n more 29%stock 0% MF

-50% n more 11%stock 0% MF (1/3)
Front running or no front running! Investing in IPOs or not investing in IPOs. Equity MF remained and will continue to remain the most powerful tool for wealth creation.

It’s only problem is that it’s very easy and simple. But great things in life and also easy and simple.(2/3)
The greatest thing to drink is warm waters but one cannot post on social media saying ”had great time drinking warm water on beaches in Goa”!!!

No bragging rights !!!!! (3/3) @amfiindia #MutualFundsSahiHai

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More from @vijaimantrimf

May 13
What is wrong with index funds and ETFs but no one talk!!!

Here are the numbers!!!

Fall from recent highs

Nifty ETFs

- one ETF down -13.3%
- other one down -19.9%

Nifty Index Funds

- One is down -14.1%
- other is down -22.4%
(1/4)
Sensex ETFs

- One is down -13.9%
- other is down -22%

Sensex Index Fund

- one is down -14%
- other is down -22.3%

Healthcare ETFs

- One is down -14.11%
- other is down -16.8%

IT ETFs

- one is down -18.2%
- another is down -24.2%
(2/4)
Next 50 nifty ETFs

- one is down -12%
- other is down -17%

Bank ETFs

- one is down -18.5%
- other is down -25.4%

Nifty 150 mid cap index funds

- one is down -14%
- other is down -17.9%

Small Cap 50 nifty index fund

- one is down -20.8%
- other is down - 30% (3/4)
Read 4 tweets
May 10
*Let this sink in!*

Reliance Industry Ltd made profit of Rs.1.53 Cr in year 1973.

In quarter of Jan-Mar 2022, it made PAT of Rs.11,094 crs. This translates into hourly profit of Rs. 5 Cr every hour.

This is what can happens in once life time!!!

During last 50 years the(1/6)
company’s leadership/ credentials/ business plans/ strategy/ business model/ financial abilities etc got questioned and got tested.

The founder of the company had paralytic attack/ died/ brothers took over / brother splitted. V P Singh ran a campaign along with Indian (2/6)
Group and got elected as PM.

The company started as a yarn / textile company got morphed in refinery/ retail/ telecom giant/ renewable energy etc and so on and so forth.

But what mattered most was the people running the business (entrepreneur) and being in India.

Story(3/6)
Read 6 tweets
May 9
Performance of the schemes of Axis MF.

Scheme 1 year 3 yrs 5 yrs 10 yrs

Bluechip 4.56 12.94 13.49 14.96

Nifty. 11.45 12.25 12.05 12.41

LTEF. 1.31 12.56 11.90 17.42

Nifty500 13.15 14.05 11.53 13.30
(1/6)
Flexi cap 7.42 14.15

Nifty 500. 13.15. 14.05

Axis focused 1.77 12.75 11.69

Nifty. 11.45 12.25 12.05

Mid cap 12.06 20.79 16.89 19.78

Mid 100 16.01 18.12 9.62 14.74

Except one year in all other time period the performance is (2/6)
satisfactory to outstanding!

Now look at two other funds:

Axis Growth 12.46 20.80

Nifty 11.45 12.25
Small Cap 23.72 28.51 18.68

Smallcap25020.18 19.16

In these two funds the performance across time period is outstanding! (3/6)
Read 6 tweets
Dec 16, 2021
In search of multi baggers!! Is 1000 times enough!!!

Many investors are searching for multi-bagger and they believe this is the surest way to create wealth and become super rich. This is like someone is searching for miraculous health. @AashishPS @NileshShah68 @amfiindia
The most honest answer to such search is a very disciplined lifestyle. Nothing more and nothing less. But u will not get a fan following saying this. But instead if you talk about a fab 6 pack body in a few week/ alternate diet plans (which in long term does more harm than good)
you will be touted as
new age guru and can become toast of town in no time. What happens to your followers is a very different story altogether!

The question is how many times you would like to grow your wealth or what kind of multibagger you are searching for? @ActusDei
Read 14 tweets
Jul 13, 2021
Sensex at 53000 or at 80000 or much much higher!

Just see for the first time ever amazing data about Indian Equity Markets.

1. BSE completed 40 yrs
2. There were around 10,000 trading days in last 40 yrs
3. Observations on regular basis n positive n negative returns occurrences
Frequency Positive Negative

Daily 53% time 47% time
Weekly 56% time 44% time
Monthly 61% time 39% time
Quarterly 64% time 36% time
Yearly 72% time 28% time
3 yrs 89% time 11% time
5 yrs 96% time 4% time
10 yrs 100% time

4. Sensex delivered 15.5% CAGR returns over last 40 yrs.

5. Decadal returns dispersion

Period CAGR
1980-1990 21.6%
1990-2000 14.3%
Read 9 tweets
Jul 13, 2021
This is what few experts looked and have spoken around a year back!

Social media is filled with this kind of negativity. One of the most important thing I have learned is dat all (professionals/experts/participants/investors) get wrong n right about almost all the asset category
How does than one become more successful at investing!

It’s not the question of being right or wrong which all will get in equal measures but how big you get when you get it right and how small you bet when you get it wrong. @_nirajshah @BloombergQuint @ActusDei @livemint
It’s this asymmetric equation which decide your success in investing. Whether you get this asymmetrical equation in your favour or against it. This is what matter the most!!!

So do not feel elevated when you get it right and neither feel dejected when you get this all wrong.
Read 4 tweets

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