Mutual Fund investment & their portfolio

[Subhadip]

Reliance bought all "bees" products from goldman last December it seems

Yes....The return is Also fluctuating now a days

 

[Subhadip]

St have a look at jm multi strategy fund which looks better than kotak select focus according to me as fund portfolio changed in between since inception looks like perform better than others...limited quality stocks rather than taking 100 small proportionate of stocks.what's your takeon it

J.M. multi strategy fund has AUM which is 1/10 of the kotak select focus.

Kotak is having one very good fund manager, his past was darling of all investor like IDFC premiere equity..

That is why I still prefer Kotak

 

[travi]

St have a look at jm multi strategy fund which looks better than kotak select focus according to me as fund portfolio changed in between since inception looks like perform better than others...limited quality stocks rather than taking 100 small proportionate of stocks.what's your takeon it

AUM is very important for small retail investors, but for sake of argument.
I've been to 2-- 3rd party website and their official page but no mention of expense ratio. on the 3rd party sites its blank.
http://www.jmfinancialmf.com/Produc...SchemeID=7168b015-74a5-4afa-b034-ecd93056cb7b

As Subhadip Da already stated AUM,i'll not re-iterate.

This disclosure is very important.
I'm really for this bcos there are some who've put 4% when I can get same thing for 2%
Wont name now but u can check

 

[travi]

I felt I was lucky skipping this Fund:

ICICI Prudential Top 100 Fund - Direct Plan (G)

Bharti Airtel 6.79% <-- This sector is sweating
ICICI Bank 6.50% --- Pushing their own
Infosys 3.93% --- Another bleeder
Tata Steel 3.81% --- This rallied well
Tech Mahindra 3.15 % --- stressed sector

Tech 9%, Telco 7%, pharma 7% --- Laggards weight forms a big pie
&
Bank/Fin is 22%


This one is better: SBI Blue Chip Fund (G)

 

[Subhadip]

Making a portfolio of stocks having only maximum 10 stocks.....lets build it....

Taking clue from Motilal Oswal, Kotak, other funds...

 

[Subhadip]

Making a portfolio of stocks having only maximum 10 stocks.....lets build it....

Taking clue from Motilal Oswal, Kotak, other funds...

My target is not to find multibagger...but to gain consistently 15% to 20% CAGR from those stocks/ ideas...

holding time not less than 5 to 7 yr....

 

[checkmate7]

Making a portfolio of stocks having only maximum 10 stocks.....lets build it....

Taking clue from Motilal Oswal, Kotak, other funds...

:thumb::thumb:

Before stocks we need to identify the sector that would be in main focus for near future...Also some stocks in the list of 10 should be short term and maximum long term this way it can be balanced out IMHO

 

[Subhadip]

My target is not to find multibagger...but to gain consistently 15% to 20% CAGR from those stocks/ ideas...

holding time not less than 5 to 7 yr....

if i go for Debt fund...11 to 12 % is almost sure shot per year....

Lets see...

 

[Subhadip]

Any suggestion of good Liquid fund/ good debt fund??

 

[Smart_trade]

My target is not to find multibagger...but to gain consistently 15% to 20% CAGR from those stocks/ ideas...

holding time not less than 5 to 7 yr....

In any correction if one buys HDFC bank and Asian Paints,he should get 15-20 % CAGR.

HDFC Bank gives 1-2 corrections in a year .THe corrections are 10-15 % and if one buys there,one can make 20% in one year every time.See this over last 5-7 years charts.

Smart_ trade