sahban kohari’s Post

Identifying companies at right value can become a difficult task. But with HDFC NIFTY 50 Value 20 ETF you get exposure to a portfolio of 20 large cap stocks from the NIFTY 50 pool that exhibit value-oriented characteristics and can help in your wealth creation journey. To know more & Invest now: https://bit.ly/4egMgdr #Valueinvesting #Valuecompanies #ETF #hdfcmf

Exciting Investment Opportunity! 📢 ICICI Prudential has launched the Nifty200 Value 30 Index Fund and Nifty200 Value 30 ETF NFOs! 🏦 🗓️ NFO Period: September 30, 2024 - October 14, 2024 🔍 About the Funds: These funds aim to replicate the performance of the Nifty200 Value 30 Index, which includes 30 stocks selected from the Nifty 200 Index based on a ‘Value Score’. This score evaluates key valuation metrics to identify potentially undervalued stocks, offering a value-centric investment approach. 💡 Why Invest? Diversified exposure to 30 value stocks Potential for long-term capital appreciation Cost-effective investment option Don’t miss out on this opportunity to invest in a value-driven portfolio! 📈 For more details, visit the ICICI Prudential website or contact your financial advisor. Feel free to customize this message as needed! If you have any other requests or need further assistance, just let me know. #Indexfund#ETF#ICICI

Choosing the right investment strategy can be challenging, especially when deciding between a Stock SIP and a Mutual Fund SIP. With HDFC securities, starting a Stock SIP is affordable, allowing you to invest in top stocks backed by research-driven recommendations. A Stock SIP enables you to reduce your average cost by consistently investing through market fluctuations, putting you in control. The process is simple and DIY, offering a seamless way to build your portfolio. While Mutual Fund SIPs have their merits, a Stock SIP provides direct exposure to carefully selected stocks and ETFs, giving you greater control over your investments. Choose the option that best aligns with your financial goals! #StockSIP #InvestmentMadeSimple #EquitySIP #FinancialPlanning #WealthBuilding #MutualFunds #Investing #Wealth #SIPKaro #SIP

Hello Connections,✨✨ Recently i have got the opportunity to prepare a one pager SIP Recommendation Report for an aggressive investor where i have to curate a portfolio which can not only maximize his short term return but also provide stability to the portfolio by bringing in some proven track record mutual funds schemes. This report is backed by an exhaustive research across various mutual funds scheme in order to bring in these chosen schemes. For the purpose of research work i have used various platforms such as Advisorkhoj.com and Value Research in order to bring in substance to my research work. Parameters used to select these funds include: 1. Sharpe Ratio 2. Standard Deviation 3. Sortino Ratio 4. Jensen Alpha 5. YTD Returns I would also like to attach the links for the factsheet report for all these schemes selected in chase if someone wants to know the composition of these schemes stocks portfolio. 1. UTI Small Cap Fund - Regular Plan - Growth Option https://lnkd.in/gDqJtZUY 2. Motilal Oswal SP BSE Enhanced Value ETF https://lnkd.in/ghWK9zVE 3. Union Midcap Fund - Regular Plan - Growth Option https://lnkd.in/gKCNJYuS 4. Sundaram Mid Cap Fund Regular Plan - Growth https://lnkd.in/gKXwaFTK #Mutualfunds #SIP #Portfoliodiversification

Neil Borate & I met Pratik Oswal recently, He heads ETF & Index Products at Motilal Oswal AMC. He shares his view on how investor's interest have shifted in passive investments When people think of passive investing, they only think of NIFTY or SENSEX, this is no more true, the demand for broad-based passive products like NIFTY 500 Index is growing. The rise of passive investing can be attributed to increasing awareness and a growing investor preference for cost-effective and diversified investment options. The performance of benchmark indices like the Nifty 50 and Sensex have outperformed many actively managed funds. Unless you are a full-time investor, it’s hard to make money in stocks. Go for professionally managed active mutual funds or passive ideas. Knowing your risk appetite is crucial while building a portfolio, choose asset allocation over fund selection. Invest in multiple assets based on your financial goals. Read full story - https://lnkd.in/dK77BeMu LiveMint

The Indian ETF market is booming, offering investors a cost-effective and diversified way to grow wealth. On average, ETFs have delivered 22% returns in the past year and an impressive 90%+ returns over the last five years—highlighting their potential for long-term wealth creation. For new investors, adopting a "buy-the-dip" strategy during market corrections can help balance equity market risks and boost returns. ETFs, with their low costs and sectoral options, make it easier to navigate volatility while building a strong, goal-oriented portfolio. Consistent investing + disciplined strategy = wealth creation. #ETFs #InvestSmart #EquityMarkets #IndiaInvests Quantum Mutual Fund Edelweiss Mutual Fund HDFC Mutual Fund UTI Mutual Fund

The total AUM in #ETFs in March 2021 was at ₹2.90 lakh crore, which has more than doubled to ₹6.95 lakh crore as of March 2024. ETFs can be bought and sold from an individual’s demat account as they are traded on stock exchanges. They offer higher daily liquidity and lower fees than mutual fund schemes, making them attractive to individual investors. Read more about the Top top-performing ETFs below. 1. CPSE ETF: This fund invests mainly in the shares of government-owned companies. This ETF invests in the securities of the CPSE Index in the same proportion as the index. 2. Motilal Oswal S&P BSE Enhanced Value ETF: This fund follows a value/contrarian style of investing, focusing on stocks with lower intrinsic value than the current market. It invests in securities represented by the S&P BSE Enhanced Value Total Return Index. 3. Kotak Nifty PSU Bank ETF: This is a fund that invests mainly in shares of banks and financial services companies. The objective of the scheme is to provide returns that correspond to the total returns of Nifty PSU Bank Index 4. Kotak Nifty Alpha 50 ETF: The scheme replicates the composition of the NIFTY Alpha 50 Index, subject to tracking errors. Nifty Alpha 50 ETF select companies from Top 300 companies, based on criteria such as liquidity and market capitalization. 5. ICICI Pru Nifty 200 Momentum 30 ETF: The scheme aims to mimic the total return of the underlying index and track the top 30 companies within the Nifty 200 based on their Normalised Momentum Score. These are just a few examples! ETFs offer a variety of benefits for investors, including: 1. Diversification 2. Low Cost 3. Transparency 4. Liquidity Thorough research is key before picking an ETF.

📈 Top-Performing Equity Mutual Funds 📈 Did you know? Seven equity mutual funds have delivered over 20% CAGR consistently across the last 3, 5, and 7 years! 🌟 🔥 Leaders in Returns: Quant Small Cap Fund: 27.01% (7 years) and 46.60% (5 years) Motilal Oswal Midcap Fund: Highest 3-year return of 35.18%! ✨ Other notable performers include schemes from Nippon India, Axis Mutual Fund, and Quant Mutual Fund. 📌 Remember: This is not investment advice. Always evaluate your goals and risk appetite before investing. #MutualFunds #InvestSmart #CAGR #worldmarketview

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.

Let me bring attention to the stock market return what problem is going to come On 1st Feb 2023 Nifty closed at 17616 and on 1st Feb 2024 Nifty closed at 21725 which is around 41.09% rate of return Similarly Sensex has given 120.44% rate of return But if we compare the rate of return in mutual funds then you will get to see lots of bugs Axis value fund 40.16% return SBI long term equity fund 40% return HDFC MULTI CAP FUND 40.19% RETURN KOTAK MULTI CAP FUND 39.77% RETURNS By analysing all these statistics I think mutual funds are making some euphoria internally and hiding many statements with Investors. As per my expectations I just want to advise investing in stocks with a bulk amount. And if I would be correct then these euphoria will blast in 20289-2029. #shivamdwivedi #vyaparikh #stockmarketnews #stockmarketindia #globalmarket #mutualfund #mutualfundinvestment #stockmarket