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INVESTMENT OPPORTUNITIES

Explore various investment opportunities in debt market with expected returns, recommendations, and outlook. Get insights on equity market valuations, performance of recommended funds, and market outlook.

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INVESTMENT OPPORTUNITIES

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  1. 1 INVESTMENT OPPORTUNITIES 407-408 Abhishilp Opp.Vishweshwar Mahadev Temple Nr. Keshavbag Party Plot Vastrapur, Ahmedabad-380015 Phone: 079-26730583 , 40086763 Email: oswaldhan@gmail.com

  2. INVESTMENT OPPORTUNITIES IN DEBT MARKET • Liquid Fund : Expected returns 6.50 to 7.50% • Low Duration Fund : Investment Horizon 3 Months to 1 year Expected returns 8.00 to 8.50% • Short term Income Plan : Investment horizon 3 year & above Expected returns 8.50 to 9.00% • FMPs: 3year FMP available Expected returns 8.00 – 8.50%

  3. RECOMMENDATION • If the horizon is 9 months to 1 year Liquid plus and duration funds provide the best investment opportunity. • Short term & Medium term plan with duration of 2-3years provides good investment opportunities. • Dynamic bond funds provide an investment opportunity for investor who is ready to take interest rate volatility. • Income Fund and Gilt fund with duration of 10 to 20 years provides attractive investment opportunities and will be beneficiary of falling interest rate scenario. Suitable for investments horizon for 18-24 month and for investors ready to take short term volatility. • AAA rated FMP also offers attractive yield if someone wants to lock in fund for 3 years and above.

  4. OUTLOOK FOR DEBT MARKET • Looking at the current economics scenario , inflation is likely to come down and hence the interest rates can come down. • Short term yield of the curve offers good entry point. • Aggressive investor can invest in the long end of the curve. Currently Yield on 10 year GOI Security is around 7.60% • Long term Interest rates will depend on inflation no, fiscal deficit, OMO and the policy initiative taken by the new Govt.

  5. EQUITY MARKET VALUATIONS

  6. OUTLOOK FOR EQUITY MARKET • With General Election due in 2019, Markets are likely to be volatile. • Market available at forward PE of 18 to 19 times which is slightly expensive. • Corporate earnings likely to accelerate to 15-18% in the next two years which will take the markets to higher levels. • Markets to give return in line with corporate earning growth. There will be short term market volatility but markets will take some direction from Q3 results. • Midcap index stocks have fallen 20% from the peak and small cap stocks have fallen 35% from the peak. Hence provide attractive entry point . • Investors who are under invested in equity are advised to increase their exposure at every dip. • Good time to build equity portfolio through combination of lumpsum and STP.

  7. PERFORMANCE OF RECOMMENDED FUNDS • EQUITY SAVINGS FUND • DYNAMIC ASSET ALLOCATION • BALANCED FUND • DIVERSIFIED EQUITY FUND • LARGECAP • LARGE & MIDCAP • MULTICAP • VALUE FUND • FOCUSED FUND • MIDCAP FUND • SMALLCAP FUND

  8. PERFORMANCE OF RECOMMENDED FUNDS • EQUITY SAVINGS FUNDS

  9. PERFORMANCE OF RECOMMENDED FUNDS • DYNAMIC ASSET ALLOCATION FUNDS

  10. PERFORMANCE OF RECOMMENDED FUNDS • BALANCED FUNDS

  11. PERFORMANCE OF RECOMMENDED FUNDS • DIVERSIFIED EQUITY FUND

  12. PERFORMANCE OF RECOMMENDED FUNDS • MIDCAP FUNDS

  13. PERFORMANCE OF RECOMMENDED FUNDS • SMALLCAP FUNDS

  14. PERFORMANCE OF RECOMMENDED FUNDS • SIP( Systematic Investment Plan)

  15. PERFORMANCE OF RECOMMENDED FUNDS • PERFORMANCE FROM PEAK OF 2008

  16. Thank You

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