🚨Nifty Indices Performance (as on 4-Sep-24)
-Broader indices marked in grey
-Strategy indices marked in yellow
- Quality worked better with Smallcap
- Alpha low vol30 is an all weather investing strategy
- Everyone should have some allocation to momentum in their portfolio
🚨Mutual funds sitting on a record 1.7 lakh crore in cash
Why MF companies launch NFO when they struggle to deploy funds in their existing schemes?
Answer lies in the desire to earn higher commissions from new issues and to compete for greater market share.
- Moneycontrol
🚨What PPFAS Mutual Fund bought and sold in July
The fund house manages assets worth Rs 86,112 crore as of July 2024 against Rs 81,162 crore in June. Here is what the fund house bought and sold in July, according to the monthly data released by Prime Database.
🚨 Nify 200 Alpha 30 | Nify 200 Momentum 30 | Nifty 200 Quality 30
Marked in Green are the stocks across all the indices, Yellows are the one across Alpha and Momentum.
Quality has the least portfolio overlap, but also least in terms of returns
🚨 India's largest Value MF - ICICI Value Discovery Fund, holding 26% of total AUM in value category
Lump sum investment of 10L at the time of inception (Aug 16, 2004), would be worth approx 4.56 cr (CAGR of 21.09%)
Nifty 50 would have yielded a CAGR of 16.2% at approx 2 cr.
🚨 India's ETF market has grown significantly in recent years, offering investors various options. Here's a list of 15 top-performing ETFs in India, based on their 3-year returns as of July 2024
🚨 Nifty200 Alpha 30 index consist of 30 stocks which are selected from its parent Nifty 200 index based on 'Jensen's Alpha'. The weight of stocks in the index is based on their alpha scores.
Mirae Asset Nifty200 Alpha 30 ETF Fund of Fund is the only mutual fund tracking this
🚨 Active funds v/s Passive Funds
(long term)
Here are the active funds with more than 22% CAGR in last 10 years
Quant MF have been exceptional with 6 of their fund in top 10.
Amongst Passive - Combination of N200M30 + M150M50 + NALV30 have been great
@FamyRasheed
All 3 funds have given unbelievable returns (CAGR 22%)
If Rs. 3000/- invested in 2005 would have a current value of Rs. 1,29,374/- (19 yrs)
🚨 Quant Mutual Fund doubled its cash holding in July to 14.03% from 7.17% in June 2024. The fund house was sitting with around Rs 12,269 crore cash pile in July against Rs 5,861 crore cash in June. The total equity AUM of the fund house was Rs 75,186 crore as on July 2024.
@ravihanda
The switching of mutual funds from regular plan to direct plans is treated as exit from one plan and entry into another
I would suggest to stop the existing SIP, start new sip against direct fund. (worry only about future installments)
🚨 Momentum Mutual Fund & ETFs
Edelweiss Midcap150 Momentum 50 index Fund top performer in last 1 year giving ~70% returns
Tata MF tracking the same index is 2nd with 68%
UTI Nifty200 Momentum 30 comes 3rd with 67%
@iRadhikaGupta
@EdelweissMF
@TataMutualFund
@utimutualfund
🚨 Broad indices v/s Strategy indices (sorted by 10% trailing returns %)
Risk reward better with M150M30 than Microcap250
ALV30 is kind of all weather investing (picks from top 150 stocks) fared better than LM250,NN50
Everyone should have some allocation to momentum
Investor who invests 10K per month in BSE Sensex TRI for 25 years would accumulate 2.71CR. By adding an annual topup of 1K to the monthly SIP of 10K, investment would grow to 4.26CR. Furthermore, annual topup of 10% on same SIP of 10K would result in a substantial sum of 5.52CR.
🚨 30 years of wealth creation: How SIPs empowered mutual fund investors
14 equity-oriented schemes that have completed 30 years in the Rs 65 lakh crore Indian MF industry
🚨 Quant Focused Mutual Fund Delivered Over 800% Return since its inception in 2008. A lumpsum investment of Rs 5 lakh at the fund's inception would have grown to a staggering Rs 47,16,300 today; turning an initial NAV of Rs 10 into a remarkable Rs 94
🚨 Quant Mutual Fund purchased shares worth Rs 3,669 crore in ITC in July. Simultaneously, the fund sold 2.95 crore shares in HDFC Bank, worth Rs 4,763 crore.
🚨 How To Reach Your Target Amount (with No Annual Increase in SIP Investment)?
How To Reach Your Target Amount (with 10% Annual Increase in SIP Investment)?
🚨 NPS schemes delivered higher average returns than over 200 equity mutual funds in the past year, with Tata Pension Management at the forefront.
- Economic Times
🚨Mutual Fund houses bought shares of Kalyan Jewellers India Ltd. at Rs 539.10 per share via a bulk deal on August 22.
Fund Houses -Motilal MF, HSBC MF, Invesco MF, Sundaram MF
Kalyan Jewellers India Ltd. share closed at 602.75 INR at NSE
🚨 Broad indices v/s Strategy indices (Data till 2-Mar-2020)
Below indices stood out in both period (pre and post covid)
- Nifty Midcap 150 Momentum 50
- Nify 200 Momentum 30
- Nifty 200 Alpha 30
Alpha Low Volatility 30 is 💪
Microcap did not do well
🚨 Broad indices v/s Strategy indices (sorted by 10% trailing returns %)
Risk reward better with M150M30 than Microcap250
ALV30 is kind of all weather investing (picks from top 150 stocks) fared better than LM250,NN50
Everyone should have some allocation to momentum
🚨SEBI launches India’s first website for Passive Funds at NSE
This website helps selecting funds based on various parameters such as underlying index, AUM, tracking error, tracking difference, TER, comparison of funds etc. This website can be accessed on
🚨 Virtual Strategy Indices Mutual Fund Portfolio
- Just a self study on index fund investment strategy
- Start Date : 1-May-24
- 55% Large Cap, 30% Mid Cap, 15% Small Cap (incl Microcap)
- Satellite portfolio options
Do your own research
#Strategyindices
#MultiFactorIndices
🚨 Avoid Nifty 50 and Quality (below average 63% of time)
Recommended :
Low Volatility (Focusses on growth and stability) - NALV30
+
Momentum (all round performance, have permanent allocation) - N200M30
** Alpha & Value - better to be played tactically
Source -
@shankarnath
🚨 Parag Parikh Flexi Cap Fund - July Update
Here are the changes in July Portfolio in their Indian Stocks
Exited Oracle Financial Services.
Otherwise small changes in allocation across stocks are in the attached sheet
🚨 Current cash reserves of Rs 1.7 lakh crore held by Indian mutual funds are comparable to the annual investments made by foreign portfolio investors (FPIs) during their best years
🚨 Popular mid-cap funds struggle to keep pace with runaway benchmark
Out of the 25 schemes investing in mid-cap stocks, only five have managed to beat the Nifty 150 Midcap index
🚨 ICICI Mutual Fund houses bought shares of Medplus Health Services Ltd. at Rs 616 per share via a bulk deal on August 26.
Funds - ICICI's Opportunities, Healthcare, MultiAsset, Innovation Fund
Medplus Health Services Ltd. share closed at 638.50 INR at NSE
🚨 Quant Mutual Fund have loaded up ITC Ltd stock across 19 funds
Below funds have more than 9% allocation to ITC
Flexi, Infra, Large&Mid, Quantamental, Momentum, Absolute, Value, Business Cycle, DAAF, Focussed, Manufacturing, Commodities, Consumption, Multi Asset
🚨 Performance of India’s top 30 equity funds in 5 years
Of the top 30 equity funds based on AUM, only 12 schemes outperformed their benchmark for the five-year period ending in June 2024.
🚨 DSP Mutual Fund has launched India’s first Nifty Top 10 Equal Weight Index Fund & ETF, which would invest equally in top 10 Indian companies in Nifty by free float market capitalisation
New Fund Offer will open on August 16 and will close on August 30th, 2024.
@pvsubramanyam
3 (Price of house not more than 3x annual income)
20 ( Tenure of Loan should be < 20 yrs)
30 (EMI for an year should be atleast 30% of annual income)
40 ( Down payment should be minimum 40 % )
🚨15 YR PERIOD
Small Cap
ABSL SmallCap Fund - lowest, CAGR of 16.90%
DSP SmallCap Fund - highest CAGR of 22.03%
Large Cap
Nippon India Large Cap - highest CAGR of 16.69%
If your investment horizon is large,small cap could generate better returns. Time in the market is the key
🚨 Here are the performance of Low Volatility Indices.
Nifty Alpha Low Volatility 30 is popular one. Nippon, ICICI and Edelweiss have funds tracking this index
Interestingly Nifty Alpha Quality Value Low Volatility 30 have been doing well, but no funds/etfs available.
🚨 Defence mutual funds lose sheen, fall up to 5% in a month
HDFC Defence Fund declined by 2.86%, and the Motilal Oswal Nifty India Defence Index Fund fell 5.21%.
In the last one month, Nifty India Defence - TRI also lost around 5.13%.
🚨 Nifty LargeMidcap 250 reflects the performance of a portfolio of 100 large cap and 150 mid cap companies listed on NSE, represented through the Nifty 100 and the Nifty Midcap 150 index respectively
🚨 ‘Asset allocation is on social media. In real life, investors chase returns’
- Swarup Mohanty, Vice-Chairman and CEO, Mirae Asset Investment Managers at Moneycontrol MF Summit
🚨 Midcap funds have surpassed large-cap funds by 0.6% points in AUM share, reaching 12.9% of total equity AUM. This growth, driven by market appreciation and fresh inflows, places midcap funds as the 3rd largest category after sectoral and flexi-cap funds, according to AMFI
🚨 Mutual funds continued to lap up HDFC Bank and other major banking stocks in July which include Axis Bank and SBI. Vedanta, ITC and Asian Paints were also amongst the most-bought stocks
MFs trimmed their holdings significantly include TCS, NTPC, DMart, BEL and Sun Pharma.