Slap to Inflation by Investment in Large Cap

Inflation is of the biggest enemy of all consumers and investors. But it is most important to know how to protect your savings from shrinking in value over the time. Fortunately, there are several large cap Mutual fund succeed to beat the inflation effect this year. 

Mutual funds provide growth and diversification for your money. Large cap funds provide even more diversification because they invest in both domestic as well as overseas market. Funds investing in dividend paying stocks have a solid track record and with capital gain to outpace inflation. These funds are good buys for investors who would like to receive a stream of income from their portfolio.

 UTI Equity Fund Growth Weekly Chart

UTI Equity Fund Growth is an open ended fund having eyes on large cap stocks and approximately 95% exposure to Equity instruments.

Portfolio Analysis: As per the sectoral holdings Banking/Finance have been most favoured sector for this fund as it is contributing 30% to the entire portfolio followed by Technology and Pharma Sector. At stock level the fund has diversified holdings into 76 stocks with Top 5 stocks contributing around 26% to the entire portfolio. Top Holdings and Sector Allocation for this fund are shown below - 

Top Holdings:

Company	PE	% Assets
HDFC Bank	25.69	6.70
HDFC	21.23	5.08
Infosys	17.28	5.03
Indusind Bank	30.08	5.00
Tata Consultancy Services	19.68	4.58

Sector Allocation:

Sector	%
Banking/Finance	30.16
Pharmaceuticals	13.87
Technology	12.53
Automotive	11.48
Engineering	5.73

Returns:

Performance	Fund
1 Year	14.81
3 Year	24.60
5 Year	16.95

 

Risk Profile: This fund has complete exposure in Equity instruments hence we consider this fund as High Risk hence only Risk taking investors should invest in this fund once the corrective action gets complete.

In a nutshell, entering in this fund in staggered fashion would be advisable at current level. As this is a large cap fund combining this with other small cap, midcap or debt investments would help fetch good returns, balance portfolio and also provide the benefits of diversification.

Invest NOW in UTI Equity Fund Equities Fund online – Click here

Slap to Inflation by Investment in Large Cap

Inflation is of the biggest enemy of all consumers and investors. But it is most important to know how to protect your savings from shrinking in value over the time. Fortunately, there are several large cap Mutual fund succeed to beat the inflation effect this year. 

Mutual funds provide growth and diversification for your money. Large cap funds provide even more diversification because they invest in both domestic as well as overseas market. Funds investing in dividend paying stocks have a solid track record and with capital gain to outpace inflation. These funds are good buys for investors who would like to receive a stream of income from their portfolio.

 UTI Equity Fund Growth Weekly Chart

UTI Equity Fund Growth is an open ended fund having eyes on large cap stocks and approximately 95% exposure to Equity instruments.

Portfolio Analysis: As per the sectoral holdings Banking/Finance have been most favoured sector for this fund as it is contributing 30% to the entire portfolio followed by Technology and Pharma Sector. At stock level the fund has diversified holdings into 76 stocks with Top 5 stocks contributing around 26% to the entire portfolio. Top Holdings and Sector Allocation for this fund are shown below - 

Top Holdings:

Company	PE	% Assets
HDFC Bank	25.69	6.70
HDFC	21.23	5.08
Infosys	17.28	5.03
Indusind Bank	30.08	5.00
Tata Consultancy Services	19.68	4.58

Sector Allocation:

Sector	%
Banking/Finance	30.16
Pharmaceuticals	13.87
Technology	12.53
Automotive	11.48
Engineering	5.73

Returns:

Performance	Fund
1 Year	14.81
3 Year	24.60
5 Year	16.95

 

Risk Profile: This fund has complete exposure in Equity instruments hence we consider this fund as High Risk hence only Risk taking investors should invest in this fund once the corrective action gets complete.

In a nutshell, entering in this fund in staggered fashion would be advisable at current level. As this is a large cap fund combining this with other small cap, midcap or debt investments would help fetch good returns, balance portfolio and also provide the benefits of diversification.

Invest NOW in UTI Equity Fund Equities Fund online – Click here

Nifty Outlook by Ashish Kyal using Elliott Wave!!!

Following video was published on 2nd September 2016


#ElliottWave news channel is a short video series. Ashish Kyal, CMT of http://www.wavesstrategy.com/  will be going live weekly at 4 pm every Friday. Stay tuned to know the current technical state of markets and learn more on advanced concepts of Elliott wave, #Neowave and #TimeCycles.

 #AskAshishKyal

Reliance JIO disrupting the Telecom sector! What is next for Idea, Bharti, RCom?

Reliance JIO – much awaited AGM finally concluded revealing the tariff plan for its JIO customers. 

It is indeed a revolution within the telecom space and it is going to redefine the way telecom industry exists as of now. Free voice call is going to drastically hit the profit margins of other telecom operators and they will have the redefine their business model. This will help India get digitally connected but at the cost shareholders profitability over medium term. In the long run I do not rule out the possibility of converting the Datagiri in profitability but for now it is a nervous sign for telecom sector as a whole and glorious step towards connecting India digitally!

Now let us look at the charts of a few telecom stocks – Bharti, Idea along with Reliance Industries (though it does not represent Jio separately)

The above clearly shows that the telecom stocks have been in sideways action for many years now. The consolidation is going on since the top was formed in 2008. Reliance Industries has been one of a major drager on index for many years even when Crude prices have been all over the places during this period.

Let us see if the disruptive method of entering into the much awaited telecom foray, results into a huge change the way industry functions or it simply fades away! These are surely interesting times and the shareholders might be anxious to see what happens by March 2017!

For more research related articles, visit - wavesstrategy

Smart Way to Use your Money!

One of the best joy of someone’s life is to get there first salary cheque. As money is always a reason to get little things in college life such as cool gadgets, designer wears, etc. Yes of course, money is always tricky and you should be smart about how to use it.

The BIG question is- How to be smart in using your hard earned money? Although you would have some ideas of your own about where you will bank your money. But other than banking your money, there are lot many ways you can utilize your money in a best and safer way. One thing which can be done is –

Invest in yourself! - Learning is always a continuous process regardless of your field. There are some specialized skills that you can develop. You can enhance your skills and stay updated. Skills which can boost your resume, so investing in your learning will always be beneficial. As said, learning new things are never harmful rather it will help you. For example, if you are an analyst, you already have a strong background on working. However, it is always better to stay one step ahead by learning new things which can add a great value in your development as an analyst.

Invest for future goals: As now you have completed your graduation and have successful first job, what’s your future plans?  Making small investment to get an advance degree can amount to huge financial win. Such master degree can open variety of door for you in today’s competitive world. Most of the master and professional degree are expensive and you can rarely get through it without applying for loan. However, if you invest what you have smartly, you can consider a reduction in financial burden. Investing in options such as Mutual funds, which might give you returns. When your investment matures, you will be surprised at how helpful it will be.

The plans you had for your future can start becoming a part of reality, once you make certain decision. Plan your investment carefully, to match your needs and future goals.

Keep Learning and Keep Earning!  

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