Navigating turbulent times in equity market

by | Sep 25, 2015 | Case Studies & Your Questions, Wealth Creation via Equity

Publication details: Smart Money Show – Bloomberg TV – 22-09-2015

Responses, opinion and view from Kartik Jhaveri.

Question sent by S. Rupchand :-

I wanted to know about the following mutual fund schemes, as to whether they are ideal during turbulent times:

  1. Axis Long Term Equity Fund – Growth
  2. HDFC Balanced Fund – Growth
  3. Tata Balanced Fund – Growth
  4. Birla Sun Life Front Line Equity Fund – Growth
  5. UTI MNC Fund – Growth
  6. Birla Sun Life Dynamic Bond Fund – Growth
  7. HDFC Midcap Opportunities Fund Growth
  8. Franklin India Prima Fund Growth

Advice Given:

  1. From a standalone perspective the above mentioned mutual fund schemes are good.
  2. However to suggest an ideal scheme for turbulent times, is not the right way to look at mutual funds.
  3. In order to benefit from mutual funds, one should have a clarity in terms of his financial goals and the duration of investment.
  4. Generally it is observed that if one stays invested in equity mutual funds for a period of 10 to 15 years, then one can expect to earn a return between 12%-14% p.a.

 

Submit a Comment