MFkiRani Profile picture
Investor, Awareness. Mutual Funds/Personal Finance/ Financial Talks. Soft corner for a good sense of humour✌
njain Profile picture 1 subscribed
Oct 26, 2020 8 tweets 2 min read
(1/n) Today we will discuss the BAF model of @MotilalOswalAMC known as Motilal oswal Dynamic Fund. Fund Manager – Akash Singhania, Abhiroop Mukherjee
AUM – 1112 crores (2/n) Molal Oswal Dynamic Fund uses their proprietary Molal Oswal Value Index (MOVI) to calibrate exposure to equity as per changing market valuations.
Oct 23, 2020 8 tweets 2 min read
(1/n) Today we will discuss BAF model of @lntmutualfund known as L&T Dynamic Equity Fund. Fund Manager – Mr. Vihang Naik, Mr. Venugopal Manghat, Mr. Praveen Ayathan
AUM – 591 crores (2/n) The fund uses an active strategy to manage market volatility by balancing its equity exposure. L&T Balanced Advantage Fund is a unique offering from our product suite, that can change the equity component based on an internal model.
Oct 22, 2020 8 tweets 2 min read
(1/n)Today we will discuss BAF model of @IDFCMF called IDFC Dynamic Equity Fund. Fund Manager – Arpit Kapoor, Sumit Agarwal and Arvind Subramanium
AUM – 866 crores (2/n) It is a hybrid fund with active equity allocation changing based on the trailing P/E of Nifty 50 index.
A pre-defined model with 6 different equity bands - a minimum of 30% to maximum of 100% Equity*.
Oct 12, 2020 13 tweets 3 min read
(1/n) Today we will discuss BAF model of @ICICIPruMF called as ICICI Pru balanced advantage fund. Fund Manager – Sankaran Naren, Ihab Dalwai, Rajat Chandak and Manish Banthia
AUM – INR 22849 Cr (2/n) The scheme has successfully completed 10-years of its in-house BAF model. Their in-house Balanced Advantage model was introduced a decade ago with the aim to help investors capitalize on the advantage of equity investing with controlled level of risk
Oct 5, 2020 14 tweets 18 min read
(1/n) Today will discuss BAF model of @TataMutualFund called tata balanced advantage fund.
Fund Manager – Rahul Singh, Sailesh Jain, Sonam Udasi and Akhil Mittal
AUM – 1062 crores (2/n) Strategy is a combination of PE and PB Model. It uses both ratios to gauge intrinsic value of stock. While PE Model is a mix of forward and trailing valuations while PE Plus model factors in other market dynamics other than intrinsic value
Oct 2, 2020 11 tweets 19 min read
(1/n) Today we will discuss the BAF model of @EdelweissAMC called Edelweiss Balanced Advantage Fund.
Fund Manager – Bhavesh Jain, Bharat Lahoti and Gautam Kaul
AUM – 1429 crores (2/n) The scheme follows a pro cyclical investment approach where the fund managers allocate more to equity in a bull market and reduce equity in bear market cycle. The in-house propriety model takes into account quantitative factors along with fundamentals.
Sep 30, 2020 4 tweets 1 min read
(1/n) Today we will discuss the BAF model of DSP mutual fund called as DSP Dynamic Asset Allocation Fund @dspmf
Fund Manager – Saurabh Bhatia and Atul Bhole
AUM – 1256 crores (2/n) This fund dynamically manages allocation between equity and debt by assessing equity market attractiveness. Core Equity allocation is arrived at on the basis of two factor asset allocation model which incorporates fundamental & technical signals.
Sep 29, 2020 10 tweets 2 min read
(1/n) Axis Dynamic Equity Fund
Fund Manager – Anupam Tiwari, R Sivakumar AUM - Rs.1586 Cr
The fund managers believe that emotions have always impacted investment decisions and this resulted in investors investing at market peaks and redeeming at market lows. (2/n) In order to avoid this, the fund uses a holistic approach for dynamic equity investing. This approach consists of 3 pillars – P/E, trend and volatility.
Apr 24, 2020 8 tweets 9 min read
These are @in_morningstar analyst qualitative and quantitative rating of @FTIIndia debt funds which have wound up. Mostvare silver or Gold.What will the #investors do now? What do u have to say @MstarKaustubh
#FranklinTempleton ImageImageImageImage Franklin india ultra short bond fund - 5 star, gold rating
Franklin India credit risk fund - 3 star, silver
Franklin India Income opportunities fund - 4 star, silver
Franklin India Short Term Income Plan - 4 star, silver
Apr 24, 2020 4 tweets 7 min read
Is Franklin Templeton's step to wind up its credit risk schemes best for investors or it made bad credit investment decisions ? @deepakshenoy @Iamsamirarora
@SunilBSinghania @mrinagarwal @IamMisterBond
@NagpalManoj @SalariedTaxpay1 @YashwantSinha
@ayushmitt @DeepakRKhemani @invest_mutual
Mar 25, 2020 5 tweets 16 min read
Mar 24, 2020 6 tweets 2 min read
Major Announcement by FM Nirmala Sitharaman on 24th March, 2020

1. Compliance related to Income Tax
a. F.Y. 2018-19 last date for Income Tax return will be now extended to 30th June, 2020.
b. Delayed payment interest reduced to 9% from 12%. c. No extension but delayed payment of TDS now 9% from 18% till 30th June, 2020.
d. All last dates extended till 30th June, 2020
e. Aadhar PAN Linking extended till 30th June, 2020
f. Vivad se Vishwas Scheme extended till 30th June, 2020 - No additional 10% payment
Nov 21, 2019 22 tweets 20 min read
*Game over for #DHFL* @finshots
After many twists and turns, it seems as if the DHFL saga is finally coming to a close. But before we get to the story here’s a quick recap
Back in September 2018, DSP, a mutual fund house offloaded DHFL’s bonds at a discount. I know you’re not following this. So here’s a nice translation- DSP had loaned out considerable sums of money to DHFL. And then one day there was an epiphany it seems. They no longer wanted to wait for DHFL to pay them back.
Oct 16, 2019 5 tweets 16 min read
Sep 20, 2019 15 tweets 21 min read
(1/n) •Domestic company corp tax cut from 30% to 22 % percent if
they don't avail any exemptions or incentives from FY20
• Effective tax for these companies rate 25.17 percent inclusive of all
surcharge and cesses. Applicable for current fiscal (2/n) *listed companies which have announced buyback of shares prior to July 5 will not be charged with super rich tax
*All the measures announced will give relief of 1.45 lakh crores annually
Sep 6, 2019 15 tweets 20 min read
(1/n) September for #MutualFunds till date
1.#NBFC bond repayment will happen. Rollovers or refinancing looks difficult, as risk averse #investors would prefer repayment instead of rollover (2/n) 2.NBFC total repayment due - ~ ₹35K crore, DHFL - ₹4K crore bond to get matured, Edelweiss, Anand Rathi & IIFL to repay ₹600-₹800 crore each
3.IDBI MF moves to court against DHFL, total exposure stands at ₹44crore as on May
Aug 30, 2019 5 tweets 12 min read
#FPI surcharge rolled back yet we see these figures.

FII DII Activity
FII -986.58 Cr
DII 489.23 Cr

So what do you think would be the prime concern? @kayezad @ActusDei
Aug 23, 2019 17 tweets 33 min read
(1/n) Among many things addressed today in Finance Minister's Meet with Press, she addressed there will be development of Credit Default Swap (CDS) Markets in consultation with @SEBI and @RBI RBI. This step was taken following the credit events of IL&FS, DHFL etc in past yr @sebi @RBI (2/n) Now what is Credit Default Swap (CDS)/ Markets?
CDS is kind of an insurance against a risk of default on a loan by a company. Company – reference entity, default – credit event.
Aug 22, 2019 12 tweets 24 min read
(1/n) Ease of FPI Norms by SEBI on Aug 21
Key focus - to simplify and rationalize the existing regulatory framework for FPI - easing the operational constraints, expedite the registration process & compliance requirements, documentation for KYC simplified (2/n) Broad based eligibility criteria for institutional foreign investors scrapped. What was broad based requirement? Abroad based fund meant a fund, established or incorporated outside India, which has min 20 investors, with no investor holding > 49% of shares or units of fund
Aug 16, 2019 19 tweets 10 min read
#US #InvertedYieldCurve & panic
On wed, #DowJones, #nasdaq & #SP500 saw more than 3% fall, highest in year so far
Reason? #10YearTreasuryYield < #2YearTreasuryYield, #spread being 0.04%, lowest since 2007
- Treasury notes are #USGovernment securities issued for 2, 3, 5 & 10 year Starting with basics first.
1. #InterestRate & #BondPrices have #InverseRelationship, meaning if interest rises bond prices fall & vice versa