Team-BHP > Shifting gears
Register New Topics New Posts Top Thanked Team-BHP FAQ


Reply
  Search this Thread
1,556,892 views
Old 3rd August 2020, 15:43   #3406
BHPian
 
Join Date: Jan 2008
Location: Bangalore
Posts: 956
Thanked: 1,546 Times
Re: The Mutual Funds Thread

Quote:
Originally Posted by Ferrari1976 View Post
Thanks, I had tried that. That does show the NAV chart, but doesn't let me choose any arbitrary period. It's fixed at 1 year only.
vharihar is offline  
Old 3rd August 2020, 15:56   #3407
BHPian
 
Simhi's Avatar
 
Join Date: Mar 2010
Location: Pune
Posts: 627
Thanked: 1,303 Times
Re: The Mutual Funds Thread

Quote:
Originally Posted by vharihar View Post
Am I missing something?
Do you not see the highlighted NAV values in www.valueresearchonline.com?

The Mutual Funds Thread-nav-chart.png
Simhi is offline   (1) Thanks
Old 3rd August 2020, 16:09   #3408
BHPian
 
Join Date: Jan 2008
Location: Bangalore
Posts: 956
Thanked: 1,546 Times
Re: The Mutual Funds Thread

Quote:
Originally Posted by Simhi View Post
Do you not see the highlighted NAV values in www.valueresearchonline.com?

Attachment 2037774
Yes, that I see. But I want a full chart of the NAV itself, ie. a historical chart of the NAV, rather than me hovering the mouse over each and every datapoint to build a picture of the NAV trend in my mind.

Am I the only one who has this requirement? I didn't think this'd be such an uncommon/esoteric requirement.
vharihar is offline  
Old 3rd August 2020, 16:22   #3409
BHPian
 
Simhi's Avatar
 
Join Date: Mar 2010
Location: Pune
Posts: 627
Thanked: 1,303 Times
Re: The Mutual Funds Thread

Quote:
Originally Posted by vharihar View Post
Yes, that I see. But I want a full chart of the NAV itself, ie. a historical chart of the NAV,
As mentioned before, download the NAV from https://www.amfiindia.com/net-asset-value/nav-history for the funds you are analyzing and create chart as required.
Simhi is offline   (1) Thanks
Old 3rd August 2020, 23:32   #3410
Senior - BHPian
 
shashank.nk's Avatar
 
Join Date: Jan 2010
Location: Bangalore
Posts: 1,707
Thanked: 1,062 Times
Re: The Mutual Funds Thread

Any recommendation on a demat account I can use for buying Mutual Funds and stocks OTHER than Zerodha. They've been sitting on my application for 3 weeks now, and has already been rejected twice both times for the same reason. No proper response to mails or calls either.

Any alternative to Zerodha ? I don't mind paying more so long as the service is good.
shashank.nk is offline  
Old 4th August 2020, 07:19   #3411
BHPian
 
nitinkbhaskar's Avatar
 
Join Date: Jul 2020
Location: Bangalore
Posts: 229
Thanked: 927 Times
Re: The Mutual Funds Thread

Quote:
Originally Posted by shashank.nk View Post
Any alternative to Zerodha ? I don't mind paying more so long as the service is good.
Upstox

Also you can head out to this link for more players. However, Zerodha and Upstox are the major ones.
nitinkbhaskar is offline   (1) Thanks
Old 4th August 2020, 08:57   #3412
BHPian
 
Join Date: Nov 2007
Location: Pune
Posts: 216
Thanked: 94 Times
Re: The Mutual Funds Thread

Quote:
Originally Posted by vharihar View Post
Thanks, I had tried that. That does show the NAV chart, but doesn't let me choose any arbitrary period. It's fixed at 1 year only.
There is a reason why % change charts are more readily available rather than the NAV charts. NAV gets impacted when the MFs distribute dividends. Hence a pure NAV chart will not make much sense.

If you observe this chart (roll-over your mouse to get the NAV & Dividend info), you will see Dividends represented as % of NAV and that goes as high at 36%.

https://www.moneycontrol.com/mutual-...00-fund/MZU021

So, if you decide to do your analysis based on NAV values only, restrict yourself to GROWTH plans only.
Ferrari1976 is offline   (1) Thanks
Old 4th August 2020, 12:38   #3413
BHPian
 
Join Date: Sep 2010
Location: Bengaluru
Posts: 220
Thanked: 3,496 Times
Infractions: 0/1 (7)
Re: The Mutual Funds Thread

SEBI's view on Reopening FT's shut down debt schemes


Source

Quote:
This will lead to 100% redemption requests from Franklin’s unitholders, it told HC
Quote:
Franklin would have to distress sell securities at a deep discount to meet redemption requests
Quote:
“To meet the redemption request the mutual fund would have to distress sell securities at a very deep discount as the whole market now knows the distress," said Sebi in the affidavit. “Some of the bonds would be sold at a negligible price," it said.

“Distress selling of underlying bonds would establish a new, much lower price of these bonds in the market. This would bring down the NAV (net asset value) of all mutual fund schemes, which has these bonds."
Quote:
The high court will begin hearing the arguments on 6 August.
DigitalOne is offline  
Old 4th August 2020, 13:07   #3414
BHPian
 
Join Date: Feb 2020
Location: Bangalore
Posts: 72
Thanked: 346 Times
Re: The Mutual Funds Thread

Quote:
Originally Posted by DigitalOne View Post
SEBI's view on Reopening FT's shut down debt schemes


Source

I think there are only two ways out here.

1. What FT was trying to do- liquidate assets for best value and pay over time.

2. HC forces FT to pay from its pocket and own all the assets.


#2 is unlikely and FT would likely go to SC if that happens.


Even the investors who dragged FT to court would not want a distress sale. They are probably hoping for #2.
rjainv is offline  
Old 5th August 2020, 05:01   #3415
Senior - BHPian
 
S_U_N's Avatar
 
Join Date: Mar 2010
Location: Oslo
Posts: 1,816
Thanked: 417 Times
Re: The Mutual Funds Thread

Some interesting figures that I wanted to share out of my own equity portfolios:

Portfolio 1 (MF investments (regular plans) from 2013-2015- and still holding most of the investments till date)

Returns: 9.9% p.a. as of today.

Portfolio 2 (MF investments (direct plans) from July 2015 till Nov 2019 - and still holding all of it)

Returns: 4.5% p.a. as of today.


Portfolio 3 (Stocks from Dec 2013 till date - holding majority, but also sold many to book profits)

Returns: 12% p.a. as of today.
S_U_N is offline  
Old 5th August 2020, 14:49   #3416
BHPian
 
Join Date: Aug 2007
Location: Banaglore
Posts: 666
Thanked: 2,394 Times
Re: The Mutual Funds Thread

Is there a bubble building in Indian stock markets?
Is it time to exit the market and book some profits to hedge against a potential crash ?

There seems to be huge disconnect between real economy and the stock market:

https://www.bloombergquint.com/marke...gloomy-economy

https://www.business-standard.com/ar...0500136_1.html
JediKnight is offline  
Old 5th August 2020, 17:00   #3417
BHPian
 
Join Date: Oct 2004
Location: Pune
Posts: 324
Thanked: 181 Times
Re: The Mutual Funds Thread

A demat account means that you will not be able to buy direct funds. You can buy only regular funds with a demat account. The expense ratio is at least 1% higher for regular funds.

Pradeep


Quote:
Originally Posted by shashank.nk View Post
Any recommendation on a demat account I can use for buying Mutual Funds and stocks OTHER than Zerodha. They've been sitting on my application for 3 weeks now, and has already been rejected twice both times for the same reason. No proper response to mails or calls either.

Any alternative to Zerodha ? I don't mind paying more so long as the service is good.
pradkumar is offline   (1) Thanks
Old 5th August 2020, 18:56   #3418
Senior - BHPian
 
shashank.nk's Avatar
 
Join Date: Jan 2010
Location: Bangalore
Posts: 1,707
Thanked: 1,062 Times
Re: The Mutual Funds Thread

Quote:
Originally Posted by pradkumar View Post
A demat account means that you will not be able to buy direct funds. You can buy only regular funds with a demat account. The expense ratio is at least 1% higher for regular funds.

Pradeep
Thanks for pointing this out! I somehow failed to notice this. Its best to register on each fund house and use a site like valueresearch to keep track ?

Meanwhile, Zerodha processed my application!
shashank.nk is offline  
Old 5th August 2020, 19:12   #3419
Senior - BHPian
 
govigov's Avatar
 
Join Date: Oct 2007
Location: Cochin!!!!!
Posts: 1,708
Thanked: 1,105 Times
Re: The Mutual Funds Thread

Quote:
Originally Posted by shashank.nk View Post
Thanks for pointing this out! I somehow failed to notice this. Its best to register on each fund house and use a site like valueresearch to keep track ?

Meanwhile, Zerodha processed my application!
https://www.mfuindia.com/ can be used

tracking and investing is also possible via https://kuvera.in/

I found the kuvera dashboard and reports clean and to the point.

YMMV.
govigov is offline   (2) Thanks
Old 5th August 2020, 19:15   #3420
BHPian
 
JMaruru's Avatar
 
Join Date: Jun 2008
Location: BLR/EWR
Posts: 808
Thanked: 375 Times
Re: The Mutual Funds Thread

Quote:
Originally Posted by shashank.nk View Post
Meanwhile, Zerodha processed my application!
You CAN invest in direct funds through Zerodha. You do NOT have to go through each fund house.
JMaruru is offline   (2) Thanks
Reply

Most Viewed


Copyright ©2000 - 2024, Team-BHP.com
Proudly powered by E2E Networks