Showing posts with label Financial. Show all posts
Showing posts with label Financial. Show all posts

Thursday, December 5, 2024

*Domestic Economy not as bright as it is reported in News Media



 *Tread with Caution*


1. Trump threatens 100%. tariff on BRICS Country 
2. Domestic Passenger vehicle sales dipped in   
   November, @ 3.3 lakh against  3.8 lakh in Nov. Last 
    year
3. In July-Sep. 2024, Manufacturing @ 2.2%; Mining & 
    Quarrying @0.1%. most sluggish.
4. Agri sector positive expanded 3.5% higher than 
     previous & Quarters
5. Sharply Lower than Expected GDP figures highly 
     dissapointing
6. Corporate earings - Mamfacturing sector appears to 
     have taken maximum beating - Upasana Bhanatway 
     - Chife Economist @kotak Maluindra Bank'
7. PMI Index is bumpy (Purchase Managers Index - 
    which represents Mfg sector
8. Slower Credit growth.
9. Barclays. lowered Indias GDP growth from 6.8%, to 
     6.5%,
10. Retail Inflation zoomed to 6.4% Growth
11.  RBI Challange - Lower than Expected GDP. and 
      higher than tolerable Inflation
11. RBI may not cut Interest rate during this Dec 6 MPC 
     meeting .

With all these factors , coupled with Gio political factors ,we at Shree Investments strongly advice you to enhance MULTI ASSET ALLOCATION,Multicap funds, Flexi Cap funds in your portfolio for any new Investment. 

- Shree Investments 
- 05-12-2024.

Wednesday, March 29, 2023

Mutual Fund vs Bank Deposit - True Picture

 Canara Robecco Small Cap fund Launched on 10.02.2019

Rs 5.00 Lakhs  invested in NFO price @ Rs 10 ,  at the time of launch ,Now after 4 Years as per present NAV Value  of Rs 22.94 , Total Value increased to Rs 11.47 lakhs .

    *It's more than Double*

During the same period Bank deposit earned an Interest @ 8% ( but actually it’s  less than 8%) Rs 186392/= with a Maturity Value of Rs 686392/=.

Mutual Fund Rs 11.47 lakhs

Bank Deposit.Rs   6.86 lakhs

You could have earned Rs 4.61 lakhs more on your Investment.

முதலீட்டார்களுக்கு ஒரு வகுப்பறைப் பாடம்.

ஒவ்வொரு முதலீட்டாளரும் கற்றுக்கொள்ள வேண்டிய ஒரு வகுப்பறை பாடம்! ஒருமுறை பள்ளி ஆசிரியர் ஒருவர் வகுப்பறைக்குள் நுழைந்து, கரும்பலகையில் 9-ஆம் வ...