Suggest a mutual fund for long term

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Deal Subedar
24karat

Hi
Plz suggest a small or mid cap mutual fund for long term investment

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Deal Subedar Deal Subedar
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shriAyodhya wrote:

Axis blue chip fund

I think for long term small n mud cap better?

Deal Cadet Deal Cadet
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You could try Nifty Next 50 index fund.

Deal Cadet Deal Cadet
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axis midcap or Sbi small cap

Deal Cadet Deal Cadet
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Don’t buy any small cap in 2022. If you really want small cap only or maybe midcap only, start from next year. For now if you want to be high risk takers then buy flexi cap . Parag Parikh flexi cap(growth) direct or PGIM flexi cap.

Deal Cadet Deal Cadet
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christiano wrote:

You could try Nifty Next 50 index fund.

Nifty next 50 is large cap(1-100 comes under large cap).

Deal Subedar Deal Subedar
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Devenddra wrote:

axis midcap or Sbi small cap

Thanks… Taken both

Deal Cadet Deal Cadet
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Devenddra wrote:

axis midcap or Sbi small cap

i am having sip in nippon of 2k per month, now approx 50k is free which is withdrawable, i want to invest that 50k in another mutual fund. I dont know much about this. I need it for tax saving. Someone suggested me 1) quant direct tax elss and 2) canara rabeco. Please suggest about it. 

Deal Cadet Deal Cadet
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mjuneja13 wrote:

i am having sip in nippon of 2k per month, now approx 50k is free which is withdrawable, i want to invest that 50k in another mutual fund. I dont know much about this. I need it for tax saving. Someone suggested me 1) quant direct tax elss and 2) canara rabeco. Please suggest about it. 

Will suggest you to go with Parag Parikh tax saver (It is basically PPFC but without 30% foreign equity)

Deal Cadet Deal Cadet
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24karat wrote:

Thanks… Taken both

I didn’t find sbi small cap performance good enough since long time. Better to go with other mutual fund house.

Deal Cadet Deal Cadet
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bhopali91355 wrote:

Will suggest you to go with Parag Parikh tax saver (It is basically PPFC but without 30% foreign equity)

i heard that due to some foreign investment(not sure about term) they have been temporarily blocked for buying. Can you please check n confirm if it is available for buying.

Deal Cadet Deal Cadet
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mjuneja13 wrote:

i heard that due to some foreign investment(not sure about term) they have been temporarily blocked for buying. Can you please check n confirm if it is available for buying.

Yeah Parag Parikh Flexi cap has been disabled for new sip or lumpsum. I am talking about Parag Parikh Tax saver, which is a flexi cap tax saver scheme, has not been blocked since it doesn’t invest in foreign equity. But team behind both is same with same philosophy.

Btw just have lumpsum in cash in form of fd or debt and invest next month after Fed tapering.


Deal Cadet Deal Cadet
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Equity Market will go down big time next month. 

Blogger Blogger
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bhopali91355 wrote:

Equity Market will go down big time next month. 

When everyone expects that to happen market won’t let that happen. Everyone is expecting that and wants market to come down. 

Deal Cadet Deal Cadet
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rsai01 wrote:

When everyone expects that to happen market won’t let that happen. Everyone is expecting that and wants market to come down. 

See next month is the first fed rate hike so obviously market will go down as they are going to do tight tapering . FII will take out more money from Indian market, liquidity from market is going to down. Already 7.5% inflation in US market, highest since 40 years. Secondly they are going to decrease the bond purchases hence slowing down of free money in equity market.

Although RBI has decided to keep the same rate as we need growth plus inflation is manageable in India but they have to do same in next policy meeting, so expect the lower liquidity in Indian market also(from RBI). 

Market is played by institutional not retails, and they love safe money when situation arises. So this time that rise will not happen. Already we had uncontrollable high growth since past two years, it is time for that to reset, also we haven’t go down any significantly, correction is not that great, valuation is high even now. We need that to go down significantly.


Deal Cadet Deal Cadet
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Even though FII’s are taking out money continuously, we are relatively stable as of now because of buying from domestic retailers and DIIs. But they can do so much only, If FIIs selling prolonged from some more perio6 except DII and retailers selling too which will finally reset our high valuation market in short term. Whole 2022 will going to be good year for buying in lower price before next leg up. 2022 will not be like 2021,2020 . 

Hence i will suggest to buy in parts instead of lumpsum that too from March(just after first rate hike).

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bhopali91355 wrote:

See next month is the first fed rate hike so obviously market will go down as they are going to do tight tapering . FII will take out more money from Indian market, liquidity from market is going to down. Already 7.5% inflation in US market, highest since 40 years. Secondly they are going to decrease the bond purchases hence slowing down of free money in equity market.

Although RBI has decided to keep the same rate as we need growth plus inflation is manageable in India but they have to do same in next policy meeting, so expect the lower liquidity in Indian market also(from RBI). 

Market is played by institutional not retails, and they love safe money when situation arises. So this time that rise will not happen. Already we had uncontrollable high growth since past two years, it is time for that to reset, also we haven’t go down any significantly, correction is not that great, valuation is high even now. We need that to go down significantly.


I agree with everything you said and all of us value investors expect that to happen. But I feel the time of value investors has been paused for a while. I don’t know if you remember, when nifty was at 14k, 15k, 16k people said the same (high valuations and markets will fall). Fed hike is almost “priced” in, inflation is priced in, every bad news for the next few months has been “priced” in. Having said that won’t buy at these levels at any cost even if nifty goes up another 2k points. 

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rsai01 wrote:

I agree with everything you said and all of us value investors expect that to happen. But I feel the time of value investors has been paused for a while. I don’t know if you remember, when nifty was at 14k, 15k, 16k people said the same (high valuations and markets will fall). Fed hike is almost “priced” in, inflation is priced in, every bad news for the next few months has been “priced” in. Having said that won’t buy at these levels at any cost even if nifty goes up another 2k points. 

Differnce this time is that fed is almost certain to rise interest rate after so many years, which was not in the picture previously. So obviously we go down if liquidity decreases. Also their are reports of 7 fed rate hike in quick succession. Inflation is out of the hand from fed(which has never happened in recent times). They have their hand tightened as of now, can’t do much except tight tapering. It could have done in September October for first rate hike and inflation would have been controlled or they would be in control, unfortunately they delayed the rate hike and inflation is no longer in their control. 

Second thing which is more serious in short term is the Russian-Ukrain crisis. Yesterday’s report of Russian withdrawal turned out to be haux, Now Russian are saying "DE-ESCALATION REQUIRES THAT UKRAINE COMPLY WITH MINSK AGREEMENTS AND NO MORE WEAPONS SHOULD BE DELIVERED TO UKRAINE,  RUSSIA ALSO INSISTS ON WITHDRAWAL OF ALL U.S. FORCES FROM CENTRAL AND EASTERN EUROPE – RIA"

Which is impossible so you get the gist. Now probability of war is very real,they could try to invade between now and 20th. If that happens very harsh sanction gonna come, which will drown global market but more so our own as we have tight relationship with Russia.

This kind of macro factor were not available during nifty at 15k,16k,17k. But now we can’t forever run. Whoever invest during crash had made very big gain by now. 

Now it’s time to do little prudent investment from the gains which we have accumulated in this two years.

Deal Lieutenant Deal Lieutenant
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bhopali91355 wrote:

Differnce this time is that fed is almost certain to rise interest rate after so many years, which was not in the picture previously. So obviously we go down if liquidity decreases. Also their are reports of 7 fed rate hike in quick succession. Inflation is out of the hand from fed(which has never happened in recent times). They have their hand tightened as of now, can’t do much except tight tapering. It could have done in September October for first rate hike and inflation would have been controlled or they would be in control, unfortunately they delayed the rate hike and inflation is no longer in their control. 

Second thing which is more serious in short term is the Russian-Ukrain crisis. Yesterday’s report of Russian withdrawal turned out to be haux, Now Russian are saying "DE-ESCALATION REQUIRES THAT UKRAINE COMPLY WITH MINSK AGREEMENTS AND NO MORE WEAPONS SHOULD BE DELIVERED TO UKRAINE,  RUSSIA ALSO INSISTS ON WITHDRAWAL OF ALL U.S. FORCES FROM CENTRAL AND EASTERN EUROPE – RIA"

Which is impossible so you get the gist. Now probability of war is very real,they could try to invade between now and 20th. If that happens very harsh sanction gonna come, which will drown global market but more so our own as we have tight relationship with Russia.

This kind of macro factor were not available during nifty at 15k,16k,17k. But now we can’t forever run. Whoever invest during crash had made very big gain by now. 

Now it’s time to do little prudent investment from the gains which we have accumulated in this two years.

i can just comment on the russia ukraine part, putin is just flexing muscles and rightly so because amrika is doing everything it can to be the king of the world.us is saying since past one month that the invasion can happen anytime now.if it doesnt then biden will say that he forced russia to go back.whereas in reality what russia is doing is just self defence.this all started from the cold war era.

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kukdookoo wrote:

i can just comment on the russia ukraine part, putin is just flexing muscles and rightly so because amrika is doing everything it can to be the king of the world.us is saying since past one month that the invasion can happen anytime now.if it doesnt then biden will say that he forced russia to go back.whereas in reality what russia is doing is just self defence.this all started from the cold war era.

Russia has just expelled the Depty Chief of US mission. I was (still hoping) for it to be just chest thumping, but now it is more likely looking real. I don’t think Putin wants his successor to solve current crisis. His current intention is to invade east Ukraine and install the pro Russian Govt there. Whatever gonna happen, gonna happen in this or next week only. After that it’s not possible to invade as ice is going to melt,not suitable for movement of troop and tanks.

Deal Lieutenant Deal Lieutenant
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bhopali91355 wrote:

Russia has just expelled the Depty Chief of US mission. I was (still hoping) for it to be just chest thumping, but now it is more likely looking real. I don’t think Putin wants his successor to solve current crisis. His current intention is to invade east Ukraine and install the pro Russian Govt there. Whatever gonna happen, gonna happen in this or next week only. After that it’s not possible to invade as ice is going to melt,not suitable for movement of troop and tanks.

paji that is just show of power

no one will be able to solve this because of us’s gundagardi, they were giving grants to nepal on a condition that a us army base will be setup there. they are present everywhere.

i support what putin is doing, ofcourse no human being should get hurt. watch this video, u can ignore the propaganda part where they show the weapons as the best in the world. it has been 4 years the us have developed more advanced weapons.

as long as putin is there the us will stay in their leash. imagine how easy will it be to break russia after putin is no longer in power

ps- i dont support the authoritarian nature of putin for his own people but he will do everything for russia


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bhopali91355 wrote:

Don’t buy any small cap in 2022. If you really want small cap only or maybe midcap only, start from next year. For now if you want to be high risk takers then buy flexi cap . Parag Parikh flexi cap(growth) direct or PGIM flexi cap.

Why not to buy small cap in 2022

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