Ravi Kachhela’s Post

✨ A smoother journey in the skies leads to a comfortable experience—just as a steady approach enhances our investment journey. With recent market highs, some segments are overvalued, but within equities, large caps still offer relative value. Building a portfolio with a focus on high-quality, low-volatility companies could be a wise approach in today’s environment. Tune in to hear insights from our CIO on how to navigate this evolving market landscape and make the most of your investment choices. #Investing #MarketInsights #Equities #Portfolio #LowVolaitlity #Largecap ICICI Prudential AMC Ltd Saurabh Mehta Amit Vashisht

Fall less, gain more. Simple and tested way to create wealth in markets. Please do watch the video to know more. #wealthcreation #mutualfund #mutualfunds #portfoliomanagement #growth #investment #capital #finance #money #indianequity #India #thematic #sharemarket #business #investing #contentcreation #economy #economictrend #opportunity #markets #indianeconomy #india #growthstory #volatility #risk #management

𝐖𝐡𝐲 𝐄𝐪𝐮𝐢𝐭𝐲 𝐀𝐥𝐥𝐨𝐜𝐚𝐭𝐢𝐨𝐧 𝐢𝐬 𝐊𝐞𝐲 𝐭𝐨 𝐘𝐨𝐮𝐫 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨? 1) Capitalize on Growth: Historically, equities have outperformed other asset classes over the long term. 2) Diversification: Spreading your investments across various sectors and industries reduces risk. 3) Inflation Hedge: Equities can help protect your wealth from the erosive effects of inflation. 4) Liquidity: Equities are generally highly liquid, allowing you to buy and sell them relatively easily. Remember: Equity investments come with inherent risks, and it's crucial to conduct thorough research or consult with a financial advisor before making investment decisions. Want to learn more about how to build a diversified portfolio? Let's connect with Arthmitra Financials & Gayatri Hatkar #investing #stocks #equity #portfolio #financialplanning #longtermgoals SBI MUTUAL FUND HDFC AMC UTI Mutual Fund Tata Mutual Fund Groww Mutual Fund Kotak Mutual Fund ICICI Prudential AMC Ltd Bajaj Finserv Asset Management Ltd Axis Mutual Fund Aditya Birla Sun Life Mutual Fund (ABSLMF)

HDFC Defence Fund has given around 150% returns in the past one year. LIC MF INFRA Fund has given around 100% returns in the past one year. INVESCO PSU Fund has given 100% returns in the past one year. The common theme among all the above given fund is that they are sector fund and backed up by narratives of order book to decadal runaway for growth to best quality companies. During a bull market, sector funds are the best bet to put your money because there will be narrative and stories followed by liquidities that why it will be keep on going forever. But history dictates otherwise. Once the tide turn for this fund/sector then there will be long period of negative and muted returns because in the market, law of averages will make a comeback for sure sooner or later. As given in the below image, some of the hot sector funds during the last bull market between 2017/2018; once bull market got over for them then there were negative or zero return for these funds for almost next three to four years. During these period, most of the investor become frustrated because when overall market or other part of market is going up and your fund is not performing at all; it is a painful investment experience in the real time. P.S. The simple formula is to diversify and re-balance at time to time irrespective of narratives and stories around you. Because in the long term, all the sector fund return also get petered out. #kaizencapital #stocks #mutualfunds

Investing made easy with a strategic SIP! 💰 Start investing consistently ₹5,000 every month using this simple strategy: #ETFs: - ₹600 in Mirae Asset Nifty Midcap 150 ETF - ₹1,900 in ICICI Prudential Nifty Next 50 ETF #MutualFunds: - ₹1,250 in Aditya Birla Sun Life PSU Equity Fund - ₹1,250 in ICICI Prudential BHARAT 22 FOF Fund #Advantages: - #Diversification: Reduces risk by spreading investments across different asset classes and sectors. - #Potential for #HigherReturns: Captures growth opportunities in various market segments. - #Stability: Balances growth and stability to smooth out market fluctuations. - #Simplicity: Easy to implement and maintain. Remember, consistent investing is key to achieving your financial goals! 🎯 #SIP #Investing #FinancialPlanning #WealthCreation #Disclaimer: This is my personal investment strategy and not financial advice. Please consult with a qualified financial advisor before making any investment decisions.

Sebi mandated stress tests for mid and small cap funds. It is because of raising concerns around the ability of funds to handle a deluge of money, especially in a space which tends to have less liquidity. Days to liquidation range from 12 days for Franklin Smaller Companies Fund to liquidate 50% of the portfolio to 60 days for SBI Small Cap Fund. Asset managers in India use this stress test to see if they can offload their stuff fast enough when the market goes south. Here's the gist: 1. They rank their holdings based on how easy it is to sell them (liquidity). 2. They imagine everyone's freaking out and trading 3x more than usual. 3. Then they pick the 21st most saleable thing (excluding the 20 hardest to sell) and see how long it would take to ditch 25% or 50% of it. This is a decent starting point, but there are a few chinks in the armor: - What about those really hard-to-sell stocks? The test ignores them, but they could be a big headache in a crisis. - Maybe a 3x trading surge is a bit optimistic during a meltdown. - The test only looks at how fast they can sell stuff, not how much it might be worth then (spoiler alert: probably less). So, take stress test results with a grain of salt. They're a good idea, but not the whole story. #stresstesting #assetmanagement #liquidity #financialplanning #smallcaps #midcaps #quant

Learn how to navigate uncertainties and capitalize on opportunities with Mr. Suresh Soni, CEO, BBNPP AMC. Tap the link in the bio to register for the 9th edition of Wealth Masterclass on “How should you position your investments to navigate 2024?” Date: February 27, 2024 Time: 3 P.M. to 4 P.M. To register, visit: https://bit.ly/4bGfEK9 #StandardChartered #WealthMasterclass #Investment #WealthCreation Standard Chartered Bank, India is an AMFI-registered distributor of mutual funds & does not provide any investment advisory services. Investments in mutual funds are subject to market risk, read scheme documents carefully before investing.

#NFOAlert Did You Know? You can aim to protect yourself from downside with HDFC NIFTY100 Low Volatility 30 Index Fund. Click here to know more and invest now in HDFC NIFTY100 Low Volatility 30 Index Fund: https://bit.ly/LowVolNFO #hdfcmf

🚀 Insightful Warning for Fund Managers from S Naren, CIO at ICICI Prudential MF 🚀 📈 S Naren, CIO at ICICI Prudential Mutual Fund, reflects on the current stock market dynamics and cautions fund managers about key challenges ahead. In a recent address, he emphasized the impacts of excessive leverage through derivatives and the evolving state of the mutual fund industry. Naren's message rings a clear warning: if fund managers fail to surpass market benchmarks, investors may pivot towards ETFs or index funds. His astute observations indicate a future skewed towards passive investment strategies, foreseeing challenges for active management in large, mid, and small-cap segments. Join the discussion and delve deeper into his compelling insights. 🌐 Read the full article in the below link 📚🔗 #MarketInsights #FundManagement #InvestingStrategies #ETFs #IndexFunds #IndustryTrends

🌟 Empowering Investors: Mutual Fund Industry Flourishes in FY25! 🌟 🔹Dive into the thriving world of mutual funds and discover how FY25 is shaping up to be a landmark year for investors. With innovative strategies, robust growth, and enhanced investor empowerment, the mutual fund industry is flourishing like never before! Mutual Funds Sahi Hai HDFC Bank HDFC securities HDFC Sky NSE India BSEIndia Reserve Bank of India (RBI) #MutualFunds #InvestmentOpportunities #FinancialGrowth #FY25 #InvestorEmpowerment #WealthManagement #DigitalInvesting #SustainableInvestments #FinancialLiteracy #ExpertFundManagement #devarshvakil