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  • Robins Joseph

Overview of Indian Equities: Long Term Trend 

Updated: Apr 12

Indian Equities have outperformed all other asset classes over the long run; ~15% returns over 20 years.

 

Indian Equities multiplied 16 times in 20 years while in real estate, it has grown by only 5-6 times. 

Investing in Indian Equities with a time frame of 7+ Years has led to a good experience

 

Nifty and Bank nifty trends

Nifty is currently in positive trend and can move up to 22900 levels in coming weeks.

 

If you are holding long positions then continue to hold with daily closing stop loss around 22,500 Fresh short positions can be initiated if Nifty closes below 22,500 levels.

 

Bank nifty is currently in positive trend and can move up to 49500 levels in coming weeks. If you are holding long positions then continue to hold with daily closing stop loss of 48,300 Fresh short positions can be initiated if Bank nifty closes below 48,300 levels.

 

We are extremely positive for Metal and Chemical sector for coming months.
 

Gold

Short term and Long Term View

 

Gold prices at all-time high @ Rs.72200/ 10 gm. For long term investing, Gold must be 10-15% of overall asset allocation.

 

In short term, this bullish momentum is expected to taper off around levels of 72000 to 72200- Given these conditions, profit-taking in both precious metals is anticipated to be on the horizon

 

Gold and silver prices have been steadily climbing, reaching all-time highs in both international and domestic markets. This surge in demand can be attributed to expectations of rate cuts by central banks worldwide and escalating geopolitical tensions.

 

 Mutual Fund SIP portfolio for moderate and aggressive investors:

 

*Tested   mutual funds based on different parameters: Rolling returns consistency of 1year , 3 year , 5 year , Std Dev , Sharpe ratio , Fund Manager and Expense ratio.

 

Investors should prefer large caps over small cap and midcap schemes. Expensive valuation in small cap and mid cap schemes – allocate only 15-20% in small and midcap fund now.

  

 Proposed SIP

  

    1. Large Cap Fund - UTI Nifty Index fund -30%

    2. Value Fund - ICICI Pru Discovery Fund -20%

    3. Multicap Fund – Quant Active Fund -10%

    4. Flexi Cap Fund - Parag Parikh Flexi Cap fund -20%

    5. Mid Cap Fund - Kotak Emerging Equity -10%

    6. Small Cap Fund – Nippon Small Fund -10%

 

 

 


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