Laura Rajcoomar’s Post

Mutual Limited provide their February 2024 update for the Mutual Credit Fund (MCF). Highlights for Feb 2024: - MCF returned 0.91% (net) in February, return for the past quarter was 2.51% (net) and for the past 12 months 8.29% (net). Click on the monthly report for more commentary on Mutual Limited's outlook and overview of the Australian interest rate environment. Proudly in partnership with Copia Investment Partners. #credit #interestrates #rmbs #fixedincome

On the back of new fund offers (NFOs), monthly inflows into equity-based funds surged to a 23-month high of Rs 26,866 crore in February 2024 (NFOs collection was Rs.11,470). However, there was a sequential decline in mid-cap and small-cap fund inflows amid increased liquidation by asset management companies (AMC) over hefty valuation concerns. As per data released by AMF on Friday showed inflows into small-cap mutual fund schemes came down by 10% to Rs 2,922 crore in February against Rs 3,257 crore in January while redemption in these schemes grew 5% to Rs 3,975 crore last month against Rs 3,777 crore logged in January. Inflows into the mid-cap schemes fell 12% to Rs 1,808 crore in February as against Rs 2,061 crore in January. Systematic investment plan (SIP) inflows reached an all-time high in February 2024, surpassing the Rs 19,000 crore mark for the first time. The SIP assets under management (AUM) for February 2024 stood at Rs 10.52 lakh crore. #mutualfunds #mutualfundssahihai #investments #equity #equitymarkets #sips #debt #financegoals

Individuals who are comparing PPF and ELSS are typically agents. It is important to exercise caution when considering such comparisons, as PPF is a debt instrument while ELSS is an equity investment. These two financial products are fundamentally different and therefore cannot be accurately compared. #personalfinance #backtobasic #PPF #ELSS #Mutualfundsahihai #SIP Note : No doubt equity will give better return in long run but Risk profiling & asset allocation are always matter. Disclaimer: Mutual Funds are subject to market risk, read all documents carefully. Disclosure: i m AMFI registered mutual fund distributor and exchange registered stockbroker.

MCO Private Wealth saved a client approximately 2400 a year in fees Let me show you how easy it is TD Dividend growth fund NL- sold by the branch- MER 2.03 TD Dividend growth fund F- sold by an independent advisor- MER 0.88 This is a high net worth client 7 figures in investable assets 800k in this fund, the rest in GICs We reduced the advisory fee from 1.15 to 0.85 (inclusive of HST) Total cost from 2.03 to 1.73 percent Allowing the client to keep 2400 more of their own money every year FOR THE EXACT SAME INVESTMENT Additional value provided by our team - tax efficiency (their TFSA wasn't maxed out) and 200k of this was non registered - paid off 10k of credit card debt - cash flow planning - a full financial plan - a future discussion about the need for insurance If you have any investments at the branch level With almost 100 percent certainty I can guarantee you You can buy the investment for significantly cheaper elsewhere Keep more of your own money Compound faster Get more value #CFP #Fees #Value

#ABSLMF #MutualFund #WinWithSIP #Investment #Market #Savings #Liquidity #Solution #ABSLLiquidFund #DoInvestInLiquidFund #ToInvestJustClickOnLinkhttps://lnkd.in/dw3mFqef Flash sales can be attractive but adding liquidity to your portfolio is even better. Visit the link below to invest in Aditya Birla Sun Life Liquid Fund: https://lnkd.in/dw3mFqef #ABSLMF #ThePowerOfLiquid #Liquidity #InvestingOverSplurging

#ABSLMF #MutualFund #WinWithSIP #Investment #Market #Savings #Liquidity #Solution #ABSLLiquidFund #DoInvestInLiquidFund #ToInvestJustClickOnLinkhttps://lnkd.in/dw3mFqef Flash sales can be attractive but adding liquidity to your portfolio is even better. Visit the link below to invest in Aditya Birla Sun Life Liquid Fund: https://lnkd.in/dw3mFqef #ABSLMF #ThePowerOfLiquid #Liquidity #InvestingOverSplurging

💰All about SIP (Mutual Fund) . . Follow ARJUN S Follow ARJUN S Follow ARJUN S . DM for Free demat account opening and Guidence . Consistent Growth: SIPs offer steady, long-term financial growth for beginners Diversification: Spread your investments across various sectors for risk management Affordability: Start small and watch your money multiply over time with Mutual Fund SIPs Expert Management: Let seasoned professionals handle your investments with precision Flexibility: Invest on your terms, whenever suits you best! 🌱📈 #MutualFunds #SIP #FinancialGrowth #InvestingTips #WealthManagement #stockmarketindia #nse #bse #nseindia #hdfc #sbi #bank #money #economy #mutualfunds #stockmarket #sharemarket #sip #lic

Despite equity funds being suited for long-term investors, the average SIP duration is only around 2.5 years. The FIFO (First In, First Out) rule applies upon redemption, meaning the earliest SIPs are sold first, impacting the compounding speed. Consistent SIPs can effectively help achieve financial goals. Sumaira Abidi #SBIMF #MutualFund #SIP

WSJ Category Kings, Large Cap Value month-end November 2023 places LCV mutual fund industry total return avg for Nov +7.2% (338 funds), YTD +8.1% (329 funds), 1-yr rolling +3.6% (328 funds), and 5-yr rolling at +8.7% (294 funds), respectively. As noted in our recent November 2023 Investment Performance Snapshot, our LCV returns were +6.0%, +0.6%, -5.5%, & +3.6% for Nov, YTD23, rolling 1-yr & 5-yr, respectively. As repeatedly noted, we expect curing in our relative performance for longer-term returns for remainder of 2023 and 2024. "2023: Global Cooling" #valueinvesting #stockmarket #markets #equities #contrarianinvesting #portfoliomanagement #portfolioreview #investmentmanagement #investmentprocess #conviction #largecapvalue #covid #alpha #lipper #morningstar #mutualfund

𝐋𝐞𝐭'𝐬 𝐁𝐫𝐞𝐚𝐤𝐝𝐨𝐰𝐧 𝐍𝐏𝐕 NPV stands for Net Present Value, which is the difference between the present value of cash inflows and outflows. It is used to assess the profitability of an investment. In cases where the NPV is positive, we can consider the project for investment purposes, bearing in mind other factors. Conversely, in the case of a negative NPV, we should be cautious in such a project, as the outflow exceeds the present value of inflows. You can refer to the attached images for a calculation part. I will be sharing such information, let's connect and build a robust finance community. #npv #finance #capitalmarkets #fm #financesimplified #knowledgesharing #icai #investmentstrategy #financecommunity