Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
Sunil Jhaveri Profile picture
@IamMisterBond
Jan 7, 2023 • 9 tweets • 4 min read • Read on X
Scrolly
MISTERBOND'S #ROLLofHONOUR IN DIFFERENT #MUTUALFUND SCHEME CATEGORIES BASED ON PAST 12 MONTHLY RANKING DATA FROM JAN 22 TO DEC 22 AND AVERAGE OF THE SAME - In JAN 2023:

Entirely #Quantitative analysis:
#ELSS
#FLEXICAP
#LARGEandMIDCAP
#LARGECAP
#MIDCAP
#SMALLCAP
#DAAF (Dynamic Asset Allocation)
#AggressiveHybrid

• • •

Missing some Tweet in this thread? You can try to force a refresh
　

Keep Current with Sunil Jhaveri

Sunil Jhaveri Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @IamMisterBond

Sunil Jhaveri Profile picture
Jul 23
Some hits & misses in the Budget presented by @nsitharaman :
Hits:
1. Sticking to Fiscal consolidation path, this year 4.9% of GDP going down to 4.5% next FY
2. Youth employment, skill development, internship program - to benefit 1 cr youth
3. Infra spend of 11.11 lac cr by Govt
4. Economy to grow at 6.5 to 7% - highest among global economies
5. Direct & indirect taxes collection buoyancy to continue

Misses:

1. No steps to boost slowing consumption
2. Personal tax slab tinkering to give only 17.5k in hands of tax payers
3. To curb trading & F&O, they have not only increased STT but also increased STCG & LTCG
4. This will dissuade financialization of household savings & investing in markets
5. Cannot compare with developed economy and follow them blindly
6. Very limited impact on tax collections
Read 5 tweets
Sunil Jhaveri Profile picture
Feb 23
How do you choose a scheme to start your #SIP?

Last 1/3/5 year #PointToPoint (P2P) returns?
There is a study which shows that top performing scheme over any 3 years actually becomes bottom performing scheme over next 3 years and vice versa Image
Also, over any 5 to 10 year SIP data, best performing scheme can be 16% and bottom performing scheme can be 2%.
Read 13 tweets
Sunil Jhaveri Profile picture
Jul 8, 2023
Why does one #save & #invest? If you understand answers to this question, you will look at your #InvestmentJourney in a totally different light.

A thread:
You #earn through primary sources of #income like #salary & #BusinessIncome.

You have many #goals in your life like #education, #marriage, #retirement etc for which you start saving & investing
For achieving these #future goals, you start sacrificing on #current #needs, #desires and #aspirations.

Slowly & steadily, you nibble from your primary income, save & invest
Read 15 tweets
Sunil Jhaveri Profile picture
Apr 18, 2023
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 Image
MisterBond's Roll of Honour - #BankingAndPSUFund: Image
MisterBond's Roll of Honour in #CorporateBond Funds: Image
Read 7 tweets
Sunil Jhaveri Profile picture
Apr 18, 2023
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 Image
MisterBond's Roll of Honour in #ELSS schemes Image
MisterBond's Roll of Honour in #FlexiCap schemes Image
Read 13 tweets
Sunil Jhaveri Profile picture
Mar 24, 2023
Amendment to the Finance Bill 2023 - The #FinanceMinister has made all #DebtMutual fund investments ,after 01.04.2023 taxable as #ShortTermCapitalGains.

No #LTCG on DebtSchemes.

DebtSchemes will now be at par with #BankDeposits on taxation

bit.ly/3LIC96w
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.
Read 4 tweets

Did Thread Reader help you today?

Support us! We are indie developers!

This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Don't want to be a Premium member but still want to support us?

Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal

Or Donate anonymously using crypto!

Ethereum

0xfe58350B80634f60Fa6Dc149a72b4DFbc17D341E copy

Bitcoin

3ATGMxNzCUFzxpMCHL5sWSt4DVtS8UqXpi copy

Thank you for your support!

Follow Us!

Send Email!

:(