@veerendar_k

veerendar_k

@veerendarkatepalli

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20-Nov-2019
Should i redeem from Franklin India ultra short term bond fund super institutional direct growth plan ? My investment is 7.5 Lalhs in this fund, it has an exposure of 3.55% in Vodafone-Idea papers. 1. How much % drop or NAV dip can be expected (if paper defaults)? 2. I come under 5-10L income tax slab bracket (no tax is deducting currently), if redeem how to calculate the tax ? 3. Is it advisable to stay put because AMC having good financial background, soon it will recover ? From some reading i got to know Nav may dip 0.35 to 0.4, where almost 60% of my returns will be lost. Its better to take some decision instead of panic, we can't stop what is coming, the company is having 100L Cr debt overall, if defaults banking sector is the most affected... Please help me on this, all your suggestions will help me in making a decision #jb_sir #invest_smart #oro_advisory #evry1 Please comment your views on my query Read More...
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JB
20-Nov-2019
Franklin is a good AMC, its debt funds are doing well because of their ability to invest in and manage risky papers. Vodafone is a good company though indebted but it's not alone. There are many leading companies under huge debts but that doesn't mean they will default or miss their due payments. Hence, have faith in your investments and AMCs. Don't pay much attention to such news and rumors. If you leave this fund/AMC and shift to some other, then what's the guarantee that some other issue just like Vodafone would not surface and make the new fund not susceptible and vulnerable to default risk. It can happen again in future also. Will you look for other fund again? Hence, don't worry much and trust the people to whom you've hired for your investment. They are expert and competent people managing your investment. Read More...
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13-Nov-2019
Can anyone help me , oro recommending Sell for Franklin India ultra short term bond fund super institutional fund. My major portion of portfolio is with this fund. What action should i take ? Continue ? Exit ? @invest smart @oro advisory @evry1 Read More...
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13-Nov-2019
We would recommend to sell it due to down gradation of the ratings and the exposure to the AA-rated funds is high  Read More...
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20-Sep-2019
Even though super happy day in market.. why my debt fund yield negative returns ? If the markets are in good shape, debt funds will be down side ? Franklin India ultra short term bond fund @investmentguru @oroadvisory Please help me to understand this... According to my short term plans most of my allocation in Franklin fund around 8L, Even my emergency liquid fund also not given much to enjoy... Your comment on my query is the most valuable info for me... Thanks in advance Read More...
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21-Sep-2019
Well, the said cut in tax if corporates means that government will have to borrow more from the debt market as initially expected. This will lead to incresed supply of T-bills and G-secs, hence the yield incresed around 15bps in a single day across the interest rate curve. As you would know, when yield increases the ratebof bond decreases and due to MTM nature, you saw negative return for the day in your debt funds. #experience Read More...
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27-Aug-2019
Hello, Is it possible to know the expense ratio of a NFO fund ? Motilal Oswal bank index fund ? Please share if you have any info Read More...
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27-Aug-2019
@veerendarkatepalli  expense ratio of Motilal Oswal bank index fund is 0.35 Read More...
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24-Aug-2019
Hello, Yesterday 23rd aug, why Franklin India ultra short term bond fund given negative returns. NAV is decreased than 22nd. Is this showing any sign ? Experts please help... Added this fund to balance the portfolio!! #investsmart #oroadvisory #investmentguru Read More...
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24-Aug-2019
@veerendarkatepalli  can you exactly help us with the NAVs that you are referring. Read More...
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13-Aug-2019
Edleweiss liquid fund - 0.09 expense ratio. Any Views ? Any recommendations for liquid fund... Read More...
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01-Aug-2019
Hello, In recent times every financial experts suggesting to invest in Credit risk funds over Duration funds in debt category due to the cue of reduction in intrest rates.(hint given by Nirmala mam also in recent interview) I am a new investor but parked 6L savings in Franklin India ultra short term bond fund super institutional plan for my funture requirements (10+months). As experts suggesting mix of both credit risk and duration funds 60+40% respectively. Due to DHFL issue this trend started. What would be the new strategy recommend for me, shall I follow the mix ? Please help me? Read More...
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01-Aug-2019
@veerendarkatepalli  We are in favor of duration as the credit risk is too high Read More...
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20-Jul-2019
Am planning to invest 3L lumpsum in debt fund, time horizon I am not sure at this point (7-8 months for sure) Confused to choose between ultrashort term and liquid fund (returns are a little good in ultrashort fund) Already invested 2L lumpsum in Franklin India ultra short term bond fund, and parked 90k in liquid fund for less duration. It's been 3+months in Franklin fund , so am little biased towards it.. Shall I invest in Franklin fund ? Or liquid fund category ? Any other recommendations? Thanks in advance 🙂 Read More...
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20-Jul-2019
@veerendarkatepalli  You can go with  $Franklin India Ultra Short Bond Fund Super Institutional Plan - Direct-Growth  or you can go with P2p investment option offered by Orowealth where you will get a return of 12% per annum. You can register using the following link https://p2p.orowealth.com. You can contact us for more details to connect@orowealth.com with your contact details so we can schedule a call for the same  Read More...
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14-Jul-2019
Mirae asset NFO midcap Please share your views.. My portfolio currently don't have any midcap category.. Is it advisable to register and invest Thanks in advance! Read More...
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14-Jul-2019
Avoid New Funds.. Go for existing Funds which has good past performance record. Read More...
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11-Jul-2019
I want to invest 90k for 1month duration. Any fund suggestions? Read More...
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11-Jul-2019
@veerendarkatepalli  you can invest in  $HDFC Liquid Fund - Direct Plan - Growth Option or  $Franklin India Ultra Short Bond Fund Super Institutional Plan - Direct-Growth or in new P2P option of Orowealth where you will get 0.96% for one month return(12%per annum) You can register using the following link https://p2p.orowealth.com/ , for more info you can contact us at connect@orowealth.com  Read More...
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