INVESTMENT OPPORTUNITIES

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INVESTMENT OPPORTUNITIES
407-408 Abhishilp Opp.Vishweshwar Mahadev Temple
Nr. Keshavbag Party Plot Vastrapur,
Ahmedabad-380015 Phone [phone]
Email oswaldhan_at_gmail.com
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INVESTMENT OPPORTUNITIES IN DEBT MARKET

• Liquid Fund Expected returns 8.00
  to 9.00
• Low Duration Fund Investment Horizon 3 Months
  above
• Expected
  returns 8.50 to 8.75
• Short term Income Plan Investment horizon 1
  year above
• 
  Expected returns 9 to 9.5
• FMPs 6 Months, 1year, 2year, 3year FMP available
• Expected returns
• 1 year 8.5 8.75
• 2 year 8.75 8.85
• 3 year 8.85 9.30

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RECOMMENDATION

• If the horizon is 9 months to 1 year short term
  income plan provides the best investment
  opportunity.
• Short term Medium term plan with duration of
  2-3years provides good investment opportunities.
• Accrual income funds having high portfolio yield
  with average maturities 2 to 3 years can give
  good returns for investors who doesnt want to
  take duration risk averse.
• 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 12-18 month and for investors ready
  to take short term volatility.
• The FMP also offers attractive yield if someone
  wants to lock in fund for specified period.

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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 8.50 and is very attractive
  for aggressive investor to invest.
• Long term Interest rates will depend on
  inflation no, fiscal deficit, OMO and the policy
  initiative taken by the new Govt.

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EQUITY MARKET VALUATIONS
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OUTLOOK FOR EQUITY MARKET

• With the stable government at the centre, markets
  are likely to do well.
• Market available at PE of 15 times of the FY
  15-16 earnings which is reasonable.
• 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 directions from
  Q2 results.
• Midcaps and small cap stocks are available at
  10-15 discount to large cap and
• 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.

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PERFORMANCE OF RECOMMENDED FUNDS

• EQUITY FUNDS
• MIDCAP FUNDS
• BALANCED FUNDS
• MONTHLY INCOME PLAN
• SYSTEMATIC INVESTMENT PLAN
• PERFORMANCE FROM PEAK OF 2008

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PERFORMANCE OF RECOMMENDED FUNDS

• EQUITY FUNDS

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PERFORMANCE OF RECOMMENDED FUNDS

• MIDCAP FUNDS

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PERFORMANCE OF RECOMMENDED FUNDS

• BALANCED FUNDS

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PERFORMANCE OF RECOMMENDED FUNDS

• MONTHLY INCOME PLAN

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PERFORMANCE OF RECOMMENDED FUNDS

• SIP( Systematic Investment Plan)

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PERFORMANCE OF RECOMMENDED FUNDS

• PERFORMANCE FROM PEAK OF 2008

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Thank You