If you wish to invest in Mutual Funds directly to save commission paid to Mutual Fund Distributor.
Please invest via MF Central or AMC Portal.
Dont invest through demat or platform apps - they are as good as investing through MFDs.
For your information Nippon India Taiwan Equity Fund delivered 60% XIRR, highest returns in overseas funds category over 5 yr.
Few high allocation stocks:
MPI, Chroma ATE, WinWay Tech, Asia Vitalmponents, Fositek, Accton, Bizlink, eMemory, All-chip etc.
Say hi to the Fund Mgr
For a long-term SIP investor, a 1-2 year correction is not a "loss phase"—it is an "Accumulation Phase."
Stopping your SIPs during a correction protects your capital from temporary paper losses, but it destroys your future returns because you miss the only opportunity to lower your average purchase cost.
In below example,
Vivaan protected his money from the drop, but he owned very few units when the recovery happened.
Suhani used the correction to buy units "on sale" (at ₹80). When the price returned to ₹110, those "cheap" units generated massive profits & better IRR.
SIF, Specialized Investment Fund
SIF is one instrument which allows fund manager to hedge the portfolio (short sell) in current kind of market situation.
🧵👇
Through misuse of social media handles, baseless rumours are being spread about research and fund management of the Motilal Oswal Group. I want to state unequivocally that these allegations are rubbish, false and completely unjustified. The ill-informed people are just creating false informations about us, many of so called experts don't even know how the markets work. Further, there are no personal transaction in any proprietary accounts.
For the past four decades, our Group has built its reputation on trust, ethics, and the highest standards of integrity. Our fund management business has also operated for more than twenty years with a transparent and disciplined process that always puts investors’ interests first.
Our Institutional Equities research (sell-side) and AMC investment entities/ teams (buy-side) operate independently. Sell-side globally acclaimed research analyses over 300 companies, more than any other research house in India. It provides unbiased market insights. People must know that equity research and investing is all about longterm investing and not for short term traders. While buy-side assets management adheres to its own investment philosophies, fund mandates, and risk frameworks to make portfolio decisions. The independence of these two teams is a standard practice and well recognised.
Motilal Oswal Group remains committed to integrity, transparency, and the trust that 16 millions plus investors have placed in us for 40 years. Pls dont spread such rumours, DM me for any clarifications you may want.
We reserve the right to initiate legal action against such people who are spreading misinformations.
A story of an oridnary investor who made uncommon profits from a common stock.
In late 2007, this investor identified a stock, researched it, convinced. Started accumulating, it was then stock was valued at 300 - 350 Cr and sales of 250-300 Cr.
The stock price was in rangebound for 6 years & the investor kept accumulating as their revenue & profits was growing yoy. Investor diligently attend their AGM, take a flight, fly all the way from down South to West. Interact with promoters, found them ethical, a spark in growing their business multi-fold.
This made investor more confident, by 2014, investor had accumulated qtys of value 90Lakh with no returns.
Now the magic begins, next 10 years, the stock moved 100x.
Investor made 90 crores & exited.
Holding period: 16 years
Capital: 90 Lakh
Profits: 89 Crores (without dividends)
CAGR/ IRR: aprrox 40% plus (with dividends)
END
Why in India, tax is so heavy on Cars?
While in UAE/ Dubai the tax on cars is miniscule 5%?
In India GST on Cars is 28% &
Compensation Cess up to 22%
The result is nearly 50% tax on cars.
++ Road Tax, Registration Fee and Insurance.
Several dogs attacked a security guard who started defending himself with a stick.
A low IQ chutiya dog lover started beating the watchman over the use of stick.
Imo, these dog lovers are more dangerous than the dogs.
Increased 15% more qtys in Mahindra Lifespaces.
Mah Life’s Order Book (GDV) is now approx. 15,000 Crore.
& pre-sales of approx. 8,000 Crore in last 4yrs. 2,000 Crores/ year.
I investing into this stock as if I am buying a Flat there.😃
Money is made by having big allocation.
A friend called me recently, sounding a bit stressed. He was in the final stages of buying his house when the bank told him they could only approve his loan if he took home loan insurance.
So, naturally, he felt pressured to sign up.
When I asked him if he understood how it truly worked, he seemed clueless.🧵👇
Good podcast by @_soniashenoy on “Ramesh Damani’s Wealth Creation Journey”
What I liked is “How he made his first Crore – 2 stocks which helped him to achieve his first Milestone”
(15:45).
Reiterating, we don’t need so many investment ideas to create wealth.
2-3 winners are good enough.
Make sure allocation is BIG.
https://t.co/1Tkn86ZyQR
Don’t be disheartened by Market-Fall.
दआना जाना लगा रहेगा
दुःख (Bear) जायेगा सुख (Bull) आएगा
करेगा जो भी भलाई के काम (invest in right stocks)
उसका ही नाम रह जाएगा (returns are guranteed)
आना जाना लगा रहेगा
दुःख (Bear) जायेगा सुख (Bull) आएगा
🙂📉📈
Yesterday, someone from a Life Insurance company called, insisting I should consider this plan. After three calls, I said fine, just tell me what it is.
Pay us 1 lakh per year for seven years, she said. In the eighth year, we'll give you back 11 lakh!
Now I have this number machine in my head, and this sounded quite good; I quickly put it in an excel sheet and voila: 11%.
Insurance has a shady thing where you pay at the start of the year, but they pay you at the end. Adjusting for that, 9%.
Who's guaranteeing 9%? I asked for the name of the plan.
"SBI Wealth Builder", she said.
I look it up.
"But it's a ULIP", I say aloud
"Yes, sir. You can take the bond fund option"
"How can you guarantee a ULIP", I ask, actually curious because who knows what has changed for insurers.
"You'll get that much, sir, Bond fund will give 9%"
"Have you gotten 9% in your bond fund?"
"Yes sir, but I'll get back to you with details"
*Click*
She never calls back.
I'm a nerd. So I look it up. Their own bond fund has, even over five years, given just 5.6%, before other charges.
Of course she lied, but the bigger lie was the guarantee. Saying that you will guaranteed receive 9% - in a ULIP - is just plain illegal, misleading and fraudulent. Beware and just say no.
Few investment platforms (like Groww), reaching out to MFD (Individual Mutual Fund Distributors) clients & grabbing their business by showing their clients graphs, xirr, how the portfolio has performed.
MFDs & Financial advisors here:
If you wish to outsmart them, please subscribe to TheMFBox, I guess its belongs to AdvisorKhoj.
(not a promotional tweet)