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Message Icon Topic: An Ideal Mutual Fund Portfolio Post Reply Post New Topic
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rdyn
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Quote rdyn Replybullet Posted: 04/Mar/2011 at 3:18pm
Originally posted by tejas.k


5 years performance is a good benchmark.i give more weightage to 3 year performance. because this was the real test and not many fared well.  and HDFC mf (most of their funds) is a winner here


Well said tejas ji. Last three years was a test and this year too is going to test the best Fund managers out there.
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barla
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Quote barla Replybullet Posted: 04/Mar/2011 at 4:05pm
 
absolute or relative performance
 
Originally posted by rdyn

Originally posted by tejas.k


5 years performance is a good benchmark.i give more weightage to 3 year performance. because this was the real test and not many fared well.  and HDFC mf (most of their funds) is a winner here


Well said tejas ji. Last three years was a test and this year too is going to test the best Fund managers out there.
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tejas.k
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Quote tejas.k Replybullet Posted: 05/Jun/2011 at 12:54pm
has anybody looked at/invested in Frankin FMCG? . I am impressed with the stocks in the portfolio too.  I know investing in a sector fund is not good. But thinking of doing some lump sum investment in this. (apart from switching from my old investment in Franklin India flex cap.. i am bored of seeing the same old reliance, sbi, infosys, l&t,bhel,bharti etc in all mutual fund holdings)

http://www.valueresearchonline.com/funds/newsnapshot.asp?schemecode=592
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photophobic111
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Quote photophobic111 Replybullet Posted: 05/Jun/2011 at 3:55pm
Have u looked at P/E of the fund? Do you think high PE of 35 still justifies investment in the fund?
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tejas.k
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Quote tejas.k Replybullet Posted: 05/Jun/2011 at 5:23pm
@vphotophobic111
where do we get that from? i cudnt see it in valueresearchonline
do we have to calculate p/e of all stocks in the portfolio?
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smartcat
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Quote smartcat Replybullet Posted: 05/Jun/2011 at 1:02am
If there is one sector fund that is worth investing in at all times, then it has to be a FMCG fund. There is very little risk of a loss over a long period of time. However, do note that FMCG sector funds might see long durations (like 2 or 3 years) of no or very little rise in NAV.

@Tejas.K

You can get the avg P/E value of a MF when you click on the PORTFOLIO tab for the particular MF in valueresearchonline.
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photophobic111
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Quote photophobic111 Replybullet Posted: 06/Jun/2011 at 7:04pm
Smartcat,

I have always wanna own FMCG fund but i got bundled down due to very high PE.

Do you guys think its ok to invest i FMCG fund with 35 PE ad high P/B too?


Doing best is the essence and improving your best is the key to everything....
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smartcat
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Quote smartcat Replybullet Posted: 06/Jun/2011 at 7:10pm
If it helps, the P/E of BSE FMCG index is around 32.

FMCG companies own brands and will always have very high P/B values.
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