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Sunil Jhaveri Profile picture
@IamMisterBond
Apr 18, 2023 • 13 tweets • 7 min read • Read on X
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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
MisterBond's Roll of Honour in #LargeAndMidCap schemes: Image
MisterBond's Roll of Honour in #LargeCap schemes: Image
MisterBond's Roll of Honour in #MidCap schemes: Image
MisterBond's Roll of Honour in #MultiCap schemes: Image
MisterBond's Roll of Honour in #SmallCap schemes: Image
MisterBond's Roll of Honour in #ValueFund Schemes: Image
MisterBond's Roll of Honour in #AggressiveHybrid schemes: Image
MisterBond's Roll of Honour in #DAAF / #BAF schemes Image
MisterBond's Roll of Honour in #MultiAsset Schemes: Image
MisterBond's Roll of Honour

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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
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
Sunil Jhaveri Profile picture
Feb 27, 2023
Another NFO - at an opportune time:

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
Read 7 tweets

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