GW Investors Education initiative , Goodwill’s EAGLE’S EYES!                 

Goodwill Investors Education initiative , Goodwill’s EAGLE’S EYES!

Mutual Funds have fared well after the 1st Covind Recovery:

Instead of getting panicky during the first covid disaster,many shrewd investors have boldly stood invested in some of the mutual funds which have grown substantially now after an year or so and some of them really done well as the NSE and BSE indices have more than doubled from the low last year due the onslaught of the pandemic virus. Many shares in A group and Nifty 50 shares have shown remarkable recovery say SBI, Tata Motors, TCS, Infy etc.,have shown a growth of more than 30 % and over and naturally these stocks being the investors savvy stocks most of the MFs have them in their kitty and hence the NAV has gone up substantially. Auto sector, Power sector , Hospitality sector and similar others have shown resilience and hence even now it would be beneficial to stay invested in these markets.

We have perused the performance 50 mutual funds for your portfolio that have jumped through hoops of good returns, low risk, good portfolio hygiene and our own qualitative research. We have restricted the choice universe to 16 categories out of the total 32 and given you at least three options to pick from each. In equity, stay with your risk appetite. Match your investment horizon to the debt fund category you pick. Pick eight to 10 schemes and revisit them every year to keep your portfolio balanced and in tune with your goals. While core is the heart of your portfolio, facilitator funds help execute money decisions and satellite funds give your portfolio the extra edge. Our inference is that the midcaps and some of the counters in NSE BSE top picks have shown good growth and hence Balanced funds, Growth funds have given good yields. So our suggestion is as below:

  • Match your investment horizon to the debt fund category you pick
  • Pick 8-10 schemes and revisit them every year to keep your portfolio balanced and in tune with your goal

Smallcap stocks have been in focus in the recent market rally as they have been witnessing strong buying action in the past few months. The BSE Smallcap index is up nearly 14% in last one month while the Nifty smallcap 100 index is up around 12% in a month.

A report by ICICI Direct sharing the mutual fund activity showed top buy/sell in smallcap across AMCs (asset management companies) that mutual funds bought/sold during May 2021.

In May, the weightage of PSU banks among MFs reached a 15-month high of 3.4%, a jump of 30 bps from the previous month and 120 bps from a year earlier, according to data sourced from the Amfi and mutual fund database NAV India.

Mutual fund houses are raising their holdings in the banking sector, especially state-run banks, underscoring their growing optimism about the health of these financial institutions.

So keep investing in MF schemes for long term benefits and you will be certainly be rewarded. Your Goodwill is just  a phone call away for all your investment needs.

For all your investment needs feel free to reach us.

Give us Missed Call us on 90037 90027 . For Support : 044-40329999

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