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BubbleVision
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Quote BubbleVision Replybullet Posted: 19/Mar/2007 at 6:55am

I had not even looked at the returns of QLTEMF before I had posted my views.... Is its return just 8%...

Even a passive Index Fund would have generated better returns. Can anyone tell me what was the sharp ratio. I would like to look at Volatility adjusted returns of the fund.

Note: These  views are personal and everyone may not subscribe to it. Those not subscribing may ignore it.

You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer!
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basant
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Quote basant Replybullet Posted: 19/Mar/2007 at 9:15am
The sharpe ratio has not been calculated since the fund has just completed one year of existence but you may visit this link to understand that the fund was an average market underperformer!
 
 
 
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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monu_duggad
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Quote monu_duggad Replybullet Posted: 19/Mar/2007 at 11:34am
No offense meant...but just cudnt resist....some drama around 8 % is warranted.
 
 
"Arre o sambha...kitna return diya re Quantum long term equity fund ne.....
 
8 % sardar....
 
Su*&^ ke baccho....market ne 20-25 % return diya (since march from 10000 odd levels )......tum 8 %.....kya sochkar aaye...sardar khush hoga..dividend dega....bol re sambha..
 
Sardar...main "value" find kar raha tha...isliye 65 % cash me tha....maaf kar do sardaar.."
 
No offense meant...
 
on a serious note..
 
...8 % only..ye to muze pata hi nahi tha.....may i deduct average 6% inflation....so much for "value/discipline" and "cost-cutting".......what were the top picks ?
 
Its a crime to deliver 8 % returns despite being in 65 % cash at peak valuations...
 
He said..."MY qltef has completed 1 year on 13th march....and has done pretty well"....
 
Now..if 8 % is good enuff for him in the scorching bull market....ab kya bolu main ?
 
Naam bade aur darshan chote....
If you think you can,You Can
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basant
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Quote basant Replybullet Posted: 19/Mar/2007 at 11:51am
Originally posted by monu_duggad

No offense meant...but just cudnt resist....some drama around 8 % is warranted.
 
 
"Arre o sambha...kitna return diya re Quantum long term equity fund ne.....
 
8 % sardar....
 
Su*&^ ke baccho....market ne 20-25 % return diya (since march from 10000 odd levels )......tum 8 %.....kya sochkar aaye...sardar khush hoga..dividend dega....bol re sambha..
 
Sardar...main "value" find kar raha tha...isliye 65 % cash me tha....maaf kar do sardaar.."
 
No offense meant...
 
on a serious note..
 
...8 % only..ye to muze pata hi nahi tha.....may i deduct average 6% inflation....so much for "value/discipline" and "cost-cutting".......what were the top picks ?
 
Its a crime to deliver 8 % returns despite being in 65 % cash at peak valuations...
 
He said..."MY qltef has completed 1 year on 13th march....and has done pretty well"....
 
Now..if 8 % is good enuff for him in the scorching bull market....ab kya bolu main ?
 
Naam bade aur darshan chote....
 
 
The returns have improved on the back of yesterday's rally to around 9.8%. This is where you can see the top picks.
.  


Edited by basant - 19/Mar/2007 at 11:56am
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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monu_duggad
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Quote monu_duggad Replybullet Posted: 20/Mar/2007 at 12:17pm

Good news on the cards...

Nomura is expecting 11,000 on sensex....it says.."Good buying oppurtunity at 11k "...

Deja vu?

 
Last june they said...."Good buying oppurtunity at 7000"....whenmarkets were at 9k
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basant
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Quote basant Replybullet Posted: 20/Mar/2007 at 12:26pm
You know those guys want to buy at declines. I was also amused to see that clipping. Clearly you expect people to be better then that. After all is all the fight for that 10% lower down?ALso they say that at 11,000 they would be aggressive buyesr meaning that at 12,000 they should be feeling the sensex to be fairly valued!!!
 
A long term investor would not think like that. 10% down for a 5 year investor means 2% CAGR so would you lose an oppoartunity to invest India just because stopcks are 2% less cheap then what you think? 
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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BubbleVision
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Quote BubbleVision Replybullet Posted: 20/Mar/2007 at 12:36pm
(Ja)mura{as BasantJi described it} or NO-MORE-Aaa ... is a Jap Fund. And Interest rates in Jap is 0.50% so for them a difference of 6-7% is HUGE! 
 
Monu -- That was brilliant.
You can't make money if you are unwilling to lose...It's like willing to breathe in but not willing to breathe out. -- ED SEYKOTA ....Read Disclaimer!
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kulman
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Quote kulman Replybullet Posted: 20/Mar/2007 at 12:55pm
Monu jee da jawaab nahin! Salim-Javed bhi haar jaayenge aise dialogues hain!LOL
 
Continuing Sholay, the remake should have following characters:
  1. Std Deviation as Jailor Asrani (Angrezon ke jamaane ka!)
  2. AG as Surma Bhopali
  3. SV as Basanti
  4. EM as Kaaliya
 


Edited by kulman - 20/Mar/2007 at 1:07pm
Life can only be understood backwards—but it must be lived forwards
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