Yes, this will happen soon… Rgds
@VishalJain Do you have any plans to launch india focused reit mutual fund and Arbitrage mutual funds. They are useful when interest are low. REITs have potential to beat inflation. Share your thoughts ?
MFs can only invest 10% of their AUM in REITs
We have kotak reit mutual fund . Can we expect similar fund focused on India .
Hey Anil, as i understand, regulations in India as of now do not permit to have a standalone fund directly investing into REITs, the limit as of now is 10%. I believe this more owing to liquidity and number of available underlyings . What you are referring to is an Kotak International REIT FOF that is launched by Kotak which is an FOF investing into an International Fund that invests in REITs.
kindly introduce sensex equal weight fund (not nifty but 30) and also nifty bank top 10 equal weight. do run the numbers and see how it would help - not just in terms of returns but also risks…+ considering other financial factors which you guys are already an expert in. maybe something interesting you might see thanks
Thanks. Will check out.
https://x.com/FamyRasheed/status/1953123486723100965?t=Oiolm1ZEzym505hiPhW4rQ&s=19
Zerodha the only AMC having 100% of its AUM in Direct Funds. (they don’t have regular funds)
I think capital mind also launched in a similar way
No man. Their first fund is Flexi Cap which is actively managed obviously. And they’re heavily focussed on regular funds and MFDs since the start.
@VishalJain Please think of launching a fund that is inline with permanent portfolio by Harry Brown - This portfolio works in all market conditions! Will you invest? . This will be unique and a differentiator .
Hey Anil, thanks, suggestion noted.
Hi vishal will the net returns of liquid case beat FD returns in the long term say with 5 years to 10 yrs holding.
Liquid case is not for such a long period.
I know it is to park extra cash, but returns are5 to6% which will be taxed only on exit. But for FD the interest returns will be taxed Irespective of whether you withdraw interest or not, so the question was to @VishalJain i.e if i park money in liquidcase instead of FD for longterm will the returns match FD.
Hey Dr Sennath, LiquidCase invests in 1D Repo and so is appropriate only for the very short-term. In India, since Covid times, the yield curve has been quite flat, meaning that the gap between short-term and long-term rates are not very significant. This usually happens due to uncertainty of any kind in the short-term maybe due to inflationary expectations, etc. This is now changing and my belief is that yield curve will keep becoming less flatter in the near future. Therefore, if you are looking at investing for a period of 5yrs, better to choose those products that suit that maturity profile which could be through FDs where it would make sense to lock the rates today, or Debt MFs with similar maturity. Hope this helps. Rgds
Ok sure points noted.
I have 65% of my portfolio in liquidcase and 35% split between niftybees and goldbees, which i pledge to trade, till last month i had 15% in LTGILTBEES BUT this month only i sold LTGILTBEES as it yield suddenly dropped , my idea was if i get average 12 % returns from my combined portfolio and 10 % from trading its ok.
But after seeing your post i think i have to shift some money in liquid case to niftybees, any suggestions, i want low risk etf 12 to 15% will be more than ok.
Kindly advise pl
Sir when will we launch nifty 500 index?
A much awaited one for me
@VishalJain @drsennath as you are in position , you have a voice to reach govt officials they dont know the plan to make good on tax.
in liquid fund or gilt fund the return is only 5 to 7% , inthese return they taxed what as middle class people can earn in this country , we need not taxed in gilt and liquid fund
those category not to be taxed on idcw or on withdraw , please raise your voice for tax tax govt officials
thanks trumph critized india is a highly taxable country - very shame on our country , the world knows now about india - now because of trumph they reduced slightly in GST , but long to go reduce tax in financial market also
Why Smallcap 100 and not 250? Do you plan to being micro cap ETF too?