Other Asset Classes
AXIS CONSTANT MATURITY FUND
I had given a trading call in G Secs in a systematic manner from July 2011 (when 10 year benchmark was 8.50%)to November 2011 (when 10 year benchmark peaked at 9% levels). Thereafter I gave a disinvestment call from 8.45% levels on December 11’2011. I also mentioned in that note that the way one can [...]
PRAMERICA MUTUAL FUND SCHEMES
I have been recommending some of the debt schemes of Pramerica AMC since their inception. Fund Manager has performed very well even in the most trying periods of debt markets & rising interest rate scenarios. One of the schemes whose strategy is similar to that of Pramerica Treasury Advantage Fund (TAF) was launched in October [...]
PARTICIPATE IN EQUITY PERFORMANCE WITHOUT LOSING SLEEP
For a long time I have been recommending investing in equity mutual fund schemes either thru strategy of Systematic Investment Plan or Systematic Transfer Plan. Intention of these strategies was to avoid taking SENSEX calls or stock specific calls and create an average which will over longer periods (read 3-5 years) work in favour of [...]
PROVIDING SOLUTIONS – AXIS MUTUAL FUND
At the time of launch of their first NFO, AXIS MF had promised that besides the normal vanilla products, they will come out with schemes which will provide solutions to the investors and ensure that they participate in the right asset class at the right time. Towards fulfilling that promise, one of the schemes they [...]
HERD MENTALITY
Most of the times advise on an asset class comes when the story is already over or behind us. Invariably an investment call on an asset class comes based only on returns chart. However, what people fail to understand is that when an asset class gives superlative returns, one needs to have a relook at [...]