Presentation on theme: "1 407-408 Abhishilp Opp.Vishweshwar Mahadev Temple Nr. Keshavbag Party Plot Vastrapur, Ahmedabad-380015 Phone: 079-26730583, 40086763"— Presentation transcript:
Abhishilp Opp.Vishweshwar Mahadev Temple Nr. Keshavbag Party Plot Vastrapur, Ahmedabad Phone: ,
INVESTMENT OPPORTUNITIES IN DEBT MARKET Liquid Fund : Expected returns 8.00 to 9.00% Low Duration Fund : Investment Horizon 3 Months & above Expected returns 8.50 to 8.75% Short term Income Plan : Investment horizon 1 year & above Expected returns 9 to 9.5% FMPs: 6 Months, 1year, 2year, 3year FMP available Expected returns 1 year 8.5 – 8.75% 2 year 8.75 – 8.85% 3 year 8.85 – 9.30%
RECOMMENDATION If the horizon is 9 months to 1 year short term income plan provides the best investment opportunity. Short term & Medium term plan with duration of 2-3years provides good investment opportunities. Accrual income funds having high portfolio yield with average maturities 2 to 3 years can give good returns for investors who doesn’t want to take duration risk averse. Income Fund and Gilt fund with duration of 10 to 20 years provides attractive investment opportunities and will be beneficiary of falling interest rate scenario. Suitable for investments horizon for month and for investors ready to take short term volatility. The FMP also offers attractive yield if someone wants to lock in fund for specified period.
OUTLOOK FOR DEBT MARKET Looking at the current economics scenario, inflation is likely to come down and hence the interest rates can come down. Short term yield of the curve offers good entry point. Aggressive investor can invest in the long end of the curve. Currently Yield on 10 year GOI Security is around 8.50% and is very attractive for aggressive investor to invest. Long term Interest rates will depend on inflation no, fiscal deficit, OMO and the policy initiative taken by the new Govt.
EQUITY MARKET VALUATIONS
OUTLOOK FOR EQUITY MARKET With the stable government at the centre, markets are likely to do well. Market available at PE of 15 times of the FY earnings which is reasonable. Corporate earnings likely to accelerate to 15-18% in the next two years which will take the markets to higher levels. Markets to give return in line with corporate earning growth. There will be short term market volatility but markets will take directions from Q2 results. Midcaps and small cap stocks are available at 10-15% discount to large cap and hence provide attractive entry point. Investors who are under invested in equity are advised to increase their exposure at every dip. Good time to build equity portfolio through combination of lumpsum and STP.
PERFORMANCE OF RECOMMENDED FUNDS EQUITY FUNDS MIDCAP FUNDS BALANCED FUNDS MONTHLY INCOME PLAN SYSTEMATIC INVESTMENT PLAN PERFORMANCE FROM PEAK OF 2008
PERFORMANCE OF RECOMMENDED FUNDS EQUITY FUNDS
PERFORMANCE OF RECOMMENDED FUNDS MIDCAP FUNDS
BALANCED FUNDS PERFORMANCE OF RECOMMENDED FUNDS
MONTHLY INCOME PLAN PERFORMANCE OF RECOMMENDED FUNDS
SIP( Systematic Investment Plan)
PERFORMANCE FROM PEAK OF 2008 PERFORMANCE OF RECOMMENDED FUNDS