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Sunil Jhaveri Profile picture
@IamMisterBond
Apr 18 • 13 tweets • 7 min read Twitter logo Read on Twitter
Scrolly
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
Apr 18
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
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
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
Sunil Jhaveri Profile picture
Jan 26
#Budget2023WishList:
For #MutualFund Industry:
@nsitharaman
1. Removal of #GST for commissions paid to #MutualFundDistributors who cannot recover the same from their investors. Only industry where this happens

We need more #MFDs to achieve goal of reaching Rs.100 lac crs in AUM
Removal of #LTCG from #Equity and #EquityMFSchemes. Will have very low impact on fiscal collections.

But it will improve sentiments and move funds from non-productive assets like #Gold to #FinancialAssets like equity.
#MutualFunds help in mobilizing small savings - channelizing them into building economy thru #Equity & #Debt. This will help in reaching $5 trln GDP target
Read 7 tweets
Sunil Jhaveri Profile picture
Jan 8
MisterBond's #RollofHonour in #Debt schemes as on January 2023 (based on past 12 monthly ranking analysis)

Only difference instead of last 7 year data (in Equity), we collate data over 5 year period and do daily 36 month (vs 60 month in Equity) #RollingReturns analysis:
#BankingandPSU
#CorporateBondFund
Read 6 tweets
Sunil Jhaveri Profile picture
Jan 7
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
Read 9 tweets

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