Commentary:
1. Equity Funds
1.1. Equity Funds Summary
Thanks to the Trump Tariff initiatives, the global equities are correcting, so is the Indian equity. It is part of the tariff plan of Trump that equities need to come down, so that the interest rates too will come down in the US and the US will save a huge chunk in the bond repayment this year as a result. Therefore, the stock market will be held significant lower, at least for the next two months.
Speculation:
It is good that the Indian government already has an understanding with the US goverment on the bilateral trade realignment. It is anticipated that the India is open to import more energy, defence, and high tech from the US towards balancing the trade deficit ahead with the US. Also, China trade relations with the US can get worse, as China is emerging as the second super power, and it is better for China to compete with the US ahead. As a result, the US will cooperate better with India if India aligns better with the US interests while working out mutually benefitting trade equations.
India and the US will sign up new bilateral trade agreements in July, which will create bonanza opportunities in the India stock market, we need to wait for the specifics, but it is fair to say that more opportunities are likely to emerge in the sectors of energy, defence and high tech.
I will remain invested on the MF investments made through the last two weeks. I will wait and see how the drama will play out thru next two months, and then decide on specific MF investments as clarity emerges.
I will not invest next week as per this report. But, if I were to invest, the following seem to be considerations:
1.2. Equity Top 50
1.2.1. Equity Top 50
Green and Amber color marked mutual funds in the list: Since the focus is not only looking for the performance leaders, but also consistent above average performance across all the timelines, the funds are marked in Green or Amber to easily recognize consistency of perfromance among the leaders.
Green:
If the returns for all the available timelines from 1W thru 1Y is above the average within the list. The fund can not be marked green even with this rule if the returns are not available beyond a month, in which case the fund is marked as amber only.
Amber:
If the returns for all the available timelines from 1W thru 1Y is above the average within the list except for one timeline. For this exception, if any of the weekly and monthly returns are above average, then both timelines are considered to have above average
1.2.1. Equity Weekly Top 50
1.2.2. Equity Monthly Top 50
Both the weekly and monthly bottom 50 lists are leveraged to identify potential bearish reversal indications of the funds. This is done by marking above average annual return in bold and below average returns for the week and month. The funds with both weekly and monthy below average, but annual above average are marked in darker red, while the funds with only one of the weekly and monthly below averages but with above average annual return are marked in light red.
Annual bottom 50 funds list is used to recognize potential bullish reversal. Any fund with above average return for both the week and the month in the list is marked as grey indicating potential bullish reversal.
1.3.1. Equity Weekly Bottom 50
1.3.2. Equity Monthly Bottom 50
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Disclaimer:
- This is not a solicitation for mutual fund investment nor an advice. It is only an insight to help investment decisions based on the free MF performance data downloaded from Value Research. Investment decisions are only yours to make.
- Mutual fund investments are subjected to market risk. Read the propsectus of a mutual fund for all the risk information associated prior to investment.
- The author can not be responsible for the ommissions or errors in the data from Value Research or the data processing errors if any by the author.
- All your investment decisions need to be based on your decision finally, with no blame to anyone else later.
