Indian Stock Market and Mutual Funds

[burntwingzZz]

why are you moving away from motilal?

currently motilal funds are very concentrated funds , it is outperforming it peers even in volatile times but that doesn't last forever .so you would want to put your money in more diversified fund to hedge

This is the current investment, I do get little bit of money from here and there with some content writing etc so this is the full portfolio for now:
Groww Nifty Indian Defence ETF - 5k
Tata Small Cap Fund - 2k sip
Motilal Oswal Large and Midcap Fund - 2k
Motilal Oswal Midcap Fund - 1k
ICICI Prudential Nifty Next 50 Index - 1k

i would rather say get a term insurance if you are allowed to and plan should be such that you can increase the cover..As soon as you get a proper job and increase the amount .You will save alot in long term and cover too will increase. Investment and term insurance needs to be picked up early .Pickup a cover upto age 80 and if possible above .But premium paying should not go above 60 years of age. And yes buy online to avoid agents etc reducing premium amount.

 

[raksrules]

why are you moving away from motilal?

I actually stopped long back and now they have stopped taking anymore investments. They had done it before too and then restarted and now again stopped.

 

[rockyo27]

It maybe that limit is reached of foreign investment

 

[EHH]

Don't they provide in excel too if you ask on their website?

No option for excel, only pdf is sent on email.

 

[rushi1607]

For small cap is Tata small cap a good choice ?

 

[anmolbhard004]

For small cap is Tata small cap a good choice ?

yes its good in last 6 months when the correction in indian market started all small caps have given negative returns [ quant gave -4%, nippon -.5%] in this period
only few gave positive
tata gave 4%
motilal small cap gave 18%

 

[kiran6680]

Is there a way to convert/import CAMS or KARVEY CAS statement pdf to Excel ?

I have this bash script to do it (slightly modified here for excel compatible CSV) :

pdffile="$1"
pdftotext -layout $pdffile -upw  password
txtfile=`basename $pdffile .pdf`.txt
tail -n +20 $txtfile | head -n 35  | grep -E -i -w 'CAMS|KARVY|SBFS|KFINTECH' | grep -v SEGREGATED | sort | awk '{print $(NF-1)"|"$(NF-4)}'  | tr '\n' '|' | sed 's/,//g' | tr '|' ',' | grep -v '^0.00'

 

[altair21]

currently motilal funds are very concentrated funds , it is outperforming it peers even in volatile times but that doesn't last forever .so you would want to put your money in more diversified fund to hedge

what fund would you suggest?
I'm really interested in the INDMoney route too and invest directly in US MFs, can anyone share what are the transactions costs/losses in doing so?

yes its good in last 6 months when the correction in indian market started all small caps have given negative returns [ quant gave -4%, nippon -.5%] in this period
only few gave positive
tata gave 4%
motilal small cap gave 18%

dont look at temp returns, thats the worst metric to judge on

 

[anmolbhard004]

dont look at temp returns, thats the worst metric to judge on

I dont I just told him
mf returns are not to be judged just on basis of returns of 6 months or a year
you need to take various factors in mind