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Topic: An Ideal Mutual Fund Portfolio

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Author	Message
smartcat Senior Member Joined: 29/Mar/2007 Location: India Online Status: Offline Posts: 4243	Posted: 03/Jun/2007 at 11:40am
	Just kidding. I think I am responsible for the hijack The only JM fund I like right now is JM Equity & Derivative Fund. This is an arbitrage fund and has been giving 7% per annum, almost risk free. I park some of my surplus funds here, instead of parking it in liquid funds. Banks account for a large percentage of JM Fin Sector Fund - so I'm assuming it will go through phases of low or negative returns.
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xbox Senior Member Joined: 10/Sep/2006 Online Status: Offline Posts: 2001	Posted: 04/Jun/2007 at 12:36pm
	JM Fin Sector Fund ----------- Corpus of 5 Cr tells the story. Some of the better targets are UTI or Reliance Banking sector fund. One similar note.. Avoid sector fund unless one get at bargain prices. I started picking pru ICICI service Industries fund which brings many in one..media, telecom, IT, banking, financial, retail etc etc.
	Don't bet on pig after all bull & bear in circle.
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deveshkayal Senior Member Joined: 04/Sep/2006 Online Status: Offline Posts: 3903	Posted: 05/Jun/2007 at 10:33am
	JM Fin MF ups stake in Clutch Auto to 5.5%.
	"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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deveshkayal Senior Member Joined: 04/Sep/2006 Online Status: Offline Posts: 3903	Posted: 20/Jun/2007 at 10:38pm
	I received Centrum newsletter for this month and was amazed by Standard Chartered Premier Equity Fund. Although,they manage 200crs only,their portfolio looks fabulous! They hold Educomp,TV18,Pantaloon Retail,ENILGBN,Vimta Labs, Maharashtra Seamless from our Emerging companies thread.Suzlon from Large Cap.Only negative holding aviation stocks. Deep Industries is the top holding of the fund.Whats so special about this company. Cash is just 1.81%.Great! Bullish on Media.Here's a quote from today's interview to CNBC: "Within media we have electronic media. We think advertising spends will get re-rated away from press towards electronic media, which is a trend globally." Other stocks also looks interesting like Page Industries,Deccan Chronicle,CBOP,Blue Dart,Areva T&D... Full interview here: http://www.moneycontrol.com/india/news/mf-interview/bullish-electronic-mediastanchart-amc/21/45/287586 This is the fund to watch out for,being managed by Kenneth Andrade.
	"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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smartcat Senior Member Joined: 29/Mar/2007 Location: India Online Status: Offline Posts: 4243	Posted: 20/Jun/2007 at 12:17pm
	That's a strange coincidence. I have a strong feeling Kenneth is one of this forums 'guests'! Didn't UBS acquire Stanchart MF? I wonder why they are still using the old name.
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PrashantS Senior Member Joined: 14/Oct/2006 Online Status: Offline Posts: 1294	Posted: 20/Jun/2007 at 1:01am
	Well how about these DSPML Tiger ..i think its performance is similar compared to Reliance vision and the new fund DSPML smal and midcap fund....and HDFC TOP 200...all these funds have proved to be better than the other funds since last june
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basant Admin Group Joined: 01/Jan/2006 Location: India Online Status: Offline Posts: 18403	Posted: 20/Jun/2007 at 9:37am
	Yes, the Tiger has been doing well both in Goa and in Mumbai! They have been aggressive with their stock picks and (Anup) Maheshwari is a smart man
	'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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mragarwal Groupie Joined: 08/Jun/2007 Location: India Online Status: Offline Posts: 54	Posted: 26/Jun/2007 at 1:52am
	Hi All, Can someone please tell me which fund would be the best for a time frame of 3-5 years. Its basically for an NRI friend who refuses to invest in Equities. I was considering Sandip Sabharwal, Quantum, and other funds.. but cant decide. Edited by mragarwal - 27/Jun/2007 at 1:04pm
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