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₹₹₹ Mutual Funds - Bharat ₹₹₹


NBK NTR

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Unable to find old thread about Mutual funds. anduke new one.


Mutual fund investments are subject to market risks

Traditionally, Indians have relied on real estate, gold, and bank fixed deposits for their investments. However, in the last two decades, mutual funds have emerged as an alternative and possibly superior investment option because mutual funds offer an opportunity to earn higher returns compared to these traditional investments. 

Mutual Fund:

Mutual fund is an investment that pools funds from investors and invests in equities, bonds, government securities, gold, and other assets.

Fund Manager:

Mutual funds are managed by sound financial professionals known as fund managers, who have the expertise in analysing and managing investments. The funds collected from investors in mutual funds are invested by the fund managers in different financial assets such as stocks, bonds, and other assets, as defined by the fund’s investment objective. Where and when to invest are some of the things taken care of by the fund managers, amongst many other responsibilities.

Expense Ratio:

For the fund’s management, the AMC charges a fee to the investor known as the expense ratio. It is not a fixed fee and varies from one mutual fund to another. SEBI has defined the maximum limit of the expense ratio that can be charged on the basis of the total assets of the fund.

NAV (Net asset value):

NAV is commonly used as a per-share value calculated for a mutual fund or ETF . NAV is calculated at the end of each trading day based on the closing market prices of the portfolio's securities.

Mutual Fund Companies:

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Edited by NBK NTR
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Mutual funds investment chala 3rd party apps lo cheyochu like groww, zerodha...But always prefer to invest in the fund house website.

And to track your mutual funds across fund houses, we can create userid in CAMS/KFintech or MFcentral website.

https://www.mfcentral.com/ (idhi bagundi)

mana risk appetite ni batti invest cheskotam better...emergency funds, health/Life insurance is must nowadays. Happy investing :) 

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Just now, uravis said:

Low risk vi FD kante slow ga growing, high risk vi instant ga positive, negative ki change avutunnai. I am investing in 5 different mutuals and avg last 2 years lo 3.5% undi growth 

Nippon India small cap fund...Since 2016 till date naaku super returns ichindi...ala vadilesa for long term.

ipudu Paragh Parikh FlexiCap and Motilal Oswal Banknifty Index lo SIP continue chestuna. 

Nifty Index funds badulu Niftybees, Juniorbees buy/sell chestuna

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49 minutes ago, NBK NTR said:

Nippon India small cap fund...Since 2016 till date naaku super returns ichindi...ala vadilesa for long term.

ipudu Paragh Parikh FlexiCap and Motilal Oswal Banknifty Index lo SIP continue chestuna. 

Nifty Index funds badulu Niftybees, Juniorbees buy/sell chestuna

Bro SIP ki tata valladhi oka na?

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19 minutes ago, Eswar09 said:

Bro SIP ki tata valladhi oka na?

edhi better ani cheppalem bro.

meeru select cheskone category (large/midcap/smallcap) ni batti risk untadi bro....Tata fund house (or) any other AMC...edaina fine.

May be chala mandi Tata brand valla better returns expect chestaremo but depends on how fund manager utilize our money to generate returns.

 

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6 minutes ago, chanti149 said:

Expense ration kinda entha cut avtai ...any rough idea? Entha % dobbutaru generally...?

baaga charge chestaru anukunta uncle...and they keep increasing expense ratio sometimes....email vastundi about change in TER.

AMFI website lo details ichadu chudandi based on AUM for equity/debt funds.

https://www.amfiindia.com/investor-corner/knowledge-center/Expense-Ratio.html

 

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2 minutes ago, NBK NTR said:

baaga charge chestaru anukunta uncle...and they keep increasing expense ratio sometimes....email vastundi about change in TER.

AMFI website lo details ichadu chudandi based on AUM for equity/debt funds.

https://www.amfiindia.com/investor-corner/knowledge-center/Expense-Ratio.html

 

 

1 minute ago, NBK NTR said:

Exit load% kuda check cheyali before selling any mutual fund units within 1 or 2 years.

So..ivanni poina tarvata manaki migile amount will still be significantly better than direct equity investment?

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8 minutes ago, chanti149 said:

 

So..ivanni poina tarvata manaki migile amount will still be significantly better than direct equity investment?

yeah it's better than direct equity investment for long term....Naadhe best example...AmaraRaja batteries lo lumpsum vesa and loss alage undi ...but MF performed well in long run.

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(NASDAQ 100) Mutual funds in India.

ICICI Prudential NASDAQ 100 Index Fund.

Kotak NASDAQ 100 Fund of Fund.

Axis NASDAQ 100 Fund of Fund.

Aditya Birla Sun Life NASDAQ 100 Fund of Fund.

Motilal Oswal Nasdaq 100 Fund of Fund. 

 

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NASDAQ index baga correct ayindi....ipudu BUY cheste we will get more units and Lock-in ledhu so can be sold anytime. 

 

 

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Based on my experience, Small case is best since market reched high,if you know some knowledge about stocks.

Market sector rotation happens regular basis,ex Market is high but some good pharma stocks available at low add them,create small case of ur own,invest in it.

Good stocks returns definitely, following examples in 2022 after market up

Eg: RBL Went 75 now 150

Idfc 28,Now around 60

M&M finance 130 to 230

Some small stocks too

Bajajind 8.5 now 17

Dhani 28 returned up to 67

Laurus history 440 to 625,440 to 610 now it came at 387,it will comeback sure

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  • NBK NTR changed the title to ₹₹₹ Mutual Funds - Bharat ₹₹₹

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