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aloksahi1971
Senior Member
Joined: 20/Aug/2007
Location: India
Online Status: Offline
Posts: 390
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   Posted: 15/Nov/2007 at 4:00pm |
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I am impresed by the way he handels the sectoral Funds. Reliance Diversified Power sector Fund and Banking . if the Fin Min is corect then the Banking fund witrh a small corpus of 250cr or so is boud to grow.
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deveshkayal
Senior Member
Joined: 04/Sep/2006
Online Status: Offline
Posts: 3903
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Posted: 15/Nov/2007 at 4:08pm |
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Whats good is that he has stick to Rel MF since 2003. Without Madhu Kela and Sunil Singhanial, i dont know where RMF would be today and so Rel Cap !
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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aloksahi1971
Senior Member
Joined: 20/Aug/2007
Location: India
Online Status: Offline
Posts: 390
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Posted: 15/Nov/2007 at 4:53pm |
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Had Mr Sunil Singania have wondering spirit he would turned around the fortunes of some MFs .Samir sabharwal SBI and now JM!!!!
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Mr. V
Senior Member
Joined: 01/Mar/2007
Location: United States
Online Status: Offline
Posts: 903
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Posted: 13/Feb/2008 at 4:38am |
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Excellent interview of Sunil Singhania about Reliance divesified Power fund
http://valueresearchonline.com/story/mspeaks.asp?str=10938
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deveshkayal
Senior Member
Joined: 04/Sep/2006
Online Status: Offline
Posts: 3903
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Posted: 13/Feb/2008 at 11:49am |
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Rel Growth managed by SS is sitting on with 17.52% cash as on 31st Jan,2008. Since RIL was its biggest holding, i dont think this fund's NAV should have fallen much.
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"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 24/Jun/2008 at 11:51am |
I heard Sunil SIngania make a case about PSU Bank stocks on a Price to BV basis. My simple question is did the cheap PSU banks fight the downtrend? If not why should investors bet on cheap stocks that become cheaper when markets fall.
At the moment SBI and HDFC bank have fallen more or less the same that too when HDFC Bank was perceived to be costly. There is something seriously wronmg in this concept of tagging PSU Banks as cheap on a simplistic parameter.
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'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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Invest_in_India
Senior Member
Joined: 23/Mar/2008
Location: United Kingdom
Online Status: Offline
Posts: 307
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Posted: 25/Jun/2008 at 1:04pm |
Originally posted by basant
At the moment SBI and HDFC bank have fallen more or less the same that too when HDFC Bank was perceived to be costly. |
Very true....Infact if you compare 6 months chart of SBI vs HDFC Bank you will see that SBI has fallen 12% to 15% more than HDFC Bank.
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Cheers,
Raj
"Que sera, sera,
Whatever will be, will be;
The future's not ours to see.
Que sera, sera,
What will be, will be.
Que Sera, Sera!"
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basant
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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Posted: 25/Aug/2009 at 3:35pm |
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What are Sunil Singhania and Madhu Kela doing these days? Not heard anything after they were caught unawares with the pre and post election moves!
The last time they picked up all the stocks that Ramesh Damani keeps mentioning in his chats. The likes of United Spirits, Godrej Industries, United Breweries Ltd.
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'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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