Anon905

[Anon905 @Anon9052]

@navimutualfund @_sachinbansal @navimutualfund Could you consider launching fund which is having 50% Exposure to Nifty and 50% Exposure to USA? That would help save taxes compared to owning them seperately at 50 50 and rebalancing as rebalancing is not taxable for mutual fund. Thanks.

[Anon905 @Anon9052]

@KirtanShahCFP Could you provide DCA/SIP Return? More Valuable for Long Time Horizon. I noticed MSCI China had substantially higher DCA Return than Lumpsum Return due to the Index performing badly early on.

[Anon905 @Anon9052]

@Prashanth_Krish Bang had higher Per Capita GDP converted using Market Exchange Rates. Bang never had higher Per Capita GDP when using PPP Exchange Rate. The later is correct method if Imported Goods are not widely consumed as Exchange Rate Changes has little to no effect on Non-Tradeables.

[Anon905 @Anon9052]

@Revhappy2 @Prashanth_Krish @indianviking1 @jaganmsna @dugalira @iRadhikaGupta Be cautious on this comparison as I believe the NIFTY50 Index on Google is Price Index not TRI Index. 5 Year Real Return of Sensex TRI and Gold from Nov 2017-Nov 2022 is 8.9% and 5.5% Respectively.

[Anon905 @Anon9052]

There were some in the past but their exposures were quite minimal to Foreign Equities. Max Exposure they had was 30% to Foreign Equities which I feel is too little.

Am more of a Equal Weight guy and with this recent change finally I could simplify down to One Fund Portfolio.

[Anon905 @Anon9052]

One good thing about the recent tax change is finally there is going to be more Combo Funds investing both into Domestic and Foreign Equities as the Indexation Benefit is now only applicable if fund is investing >35% into Indian Equities.

[Anon905 @Anon9052]

@navimutualfund @_sachinbansal @navimutualfund Could you consider launching fund which is having 50% Exposure to Nifty and 50% Exposure to USA? That would help save taxes compared to owning them seperately at 50 50 and rebalancing as rebalancing is not taxable for mutual fund. Thanks.

[Anon905 @Anon9052]

@npparikh6 Maybe consider allocating more to Indian Stocks which have high foreign revenue exposure like INFY, TCS and Pharma Stocks as that should give similar economic diversification as Foreign Stocks?

[Anon905 @Anon9052]

@dspmf
Can you explain why Turnover Ratio for DSP Value Fund is 108%? Is it due to Arbitrage?

[Anon905 @Anon9052]

DSP Value turnover is 100% according to Value Research yet according to AMC it is majority passive at least for Indian Equity portion. @KalpenParekh can you explain why this is?:https://t.co/CY4izZbkzO

[Anon905 @Anon9052]

@PPFAS @Mrmarket222 Is it possible in future to show geographical revenue exposure of companies PPFAS is invested in so that investor might now how much exposure they have to Indian Economy?

[Anon905 @Anon9052]

@Revhappy2 @IndiaEtfs @QuantumAMC Best option now is to use two active funds which are investing 65:35 proportion in India and International stocks as you have no tax for rebalancing and you get Equity taxation. I am a bhakt for Index but there is no options currently.

[Anon905 @Anon9052]

@Revhappy2 @IndiaEtfs @QuantumAMC PPFAS doing it so I assume the hedging cost is not much. I am not a fan of what you are suggesting. The Interactive Brokers account requires constant filing of Schedule FA every financial year and also you have to pay 1-2% currency conversion charges when transfer to IB account.

[Anon905 @Anon9052]

@IndiaEtfs What does invest predominantly in units of Vanguard Funds mean then if it is actively managed fund? Isn't Vanguard Funds passive?

[Anon905 @Anon9052]

@RishiHks @PrashantmET Even 50 stock portfolio can have low active share due to how top heavy Nifty/BSE 500 ie Top 10 stocks account for 38% of Index. Source:https://t.co/PRLKq848WK

[Anon905 @Anon9052]

@Revhappy2 Yeah they are new AMC just launching their first fund now. Like their transparency in disclosing active share and voluntary dealing costs of fund. Only issue could be expense ratio and benchmark being Nifty 500 instead of a hybrid index.

[Anon905 @Anon9052]

@pratikoswal88 Pratik ji why not launch a fund which is investing 65% into Nifty stocks directly and 35% into Motilal Oswal S&P 500 Units? Tax efficient rebalancing and Equity Taxation. All the fee income should go to Motilal Oswal. It is very popular idea among /r/IndiaInvestments subreddit.

[Anon905 @Anon9052]

@Revhappy2 @iitkgpvgrohit @pratikoswal88 @sanjayd30690453 @MotilalOswalAMC *35% International.

[Anon905 @Anon9052]

@Revhappy2 @iitkgpvgrohit @pratikoswal88 @sanjayd30690453 @MotilalOswalAMC Near 100% Equities. Within Equities 65-75% Domestic 25-75% International.

[Anon905 @Anon9052]

@iitkgpvgrohit @Revhappy2 @pratikoswal88 @sanjayd30690453 @MotilalOswalAMC I also don't like debt taxation so this is why I recommend them to launch a 65-35 fund which has equity taxation and tax efficient rebalancing. The 65% part of the fund should be invested directly into Nifty stocks and 35% into Motilal Oswal S&P 500 Mutual Fund units.