Good question. As normal theory, the weakening currency may push bullion to higher levels. However Gold and Silver after last 18 months bull run are under pressure and are expected to show down trend for the near future. The decisions of Federal Reserve will also soak liquidity from the US Economy and it can give downward push to the Gold and Silver prices in the next few months.
So for the long term investment, Gold ETF is still advisable, in the next few months, Gold ETF may provide negative returns.
Evaluation of HDFC Focus 30 Fund
First we will provide you with some facts and then we shall give our guidance.
This Scheme was Launched in January 2013
It manages just Rs. 912 crore at present.
Investment Strategy:
to generate long term capital appreciation/income by investing in equity & equity related instruments of up to 30 companies.
Investment Pattern :
The fund has invested in 30 scrips and its major focus is on Financial ,Energy & Construction sector where it has invested 31.20 %, 17.15%, 11.89 % respectively of its funds.
Allocation of Funds
In Giant stocks : 59.30 %
In Large Cap stocks : 19.75 %
In Midcap stocks : 9.18 % and
In Small Cap stocks : 11.17%
Past Performance:
Fund has provided 12.95 % return p.a. since its launch.
During last last one year, it has provided return of 40.71 % and during last 5 years, it has provided return of 13.48 % p.a.
Our Observations:
The fund manager has freedom to select best 30 scrips from any the sectors to achieve higher returns. However the fund could generate comparatively low returns. 12.95% returns since launch is not at all impressive.
Any Better performing Candidate ??
Compared to this fund, SBI Focused fund has earned return of 43.72% during last one year which you may consider along with HDFC Focus 30.
Evaluation of UTI Mid cap Fund
First we will provide you with some facts and then we shall give our guidance.
This Scheme was Launched in January 2013
It manages Rs. 6664 crore at present.
Investment Pattern :
The fund has invested in 68 scrips and its major focus is on Financial ,Healthcare & Automobiles sector where it has invested 14.52%, 11.60%, 10.73 % respectively of its funds.
Allocation of Funds
In Giant stocks : 0%
In Large Cap stocks : 18.22%
In Midcap stocks : 71.22 % and
In Small Cap stocks : 10.66%
Past Performance:
Fund has provided 20.83% return p.a. since its launch.
During last 5 years, it has provided return of 18.90% and during last one year, it has provided return of 42.58%
Our Observations:
Considering expectation of strong trend at the stock market during 2022,, we expect Finance, & automobile stocks to perform exceeding well . . The fund has higher focus on Midcap as well as Small cap stocks. Accordingly, this scheme may provide you good returns in the coming years. However Kotak Emerging Equity Fund which manages much higher sum has earned return of 47.36% during last one year and during other time frames. You should also consider Kotak Emerging along with this fund.
Evaluation of Axis Small cap Fund
First we will provide you with some facts and then we shall give our guidance.
This Scheme was Launched in November 2013
It manages Rs. 7695 crore at present.
Investment Pattern :
The fund has invested in 63 scrips and its major focus is on Construction,Technology & Chemicals sector where it has invested 19.57%, 15.20%, 12.82 % respectively of its funds.
Allocation of Funds
In Giant stocks : 0%
In Large Cap stocks : 2.22%
In Midcap stocks : 40.44 % and
In Small Cap stocks : 57.34%
Past Performance:
Fund has provided 26.54% return p.a. since its launch.
During last 5 years, it has provided return of 25.27% and during last one year, it has provided return of 58.31%
Our Observations:
Considering strong trend at the stock market during 2022,, we expect construction, technology & chemical stocks to perform exceeding well . . The fund has higher focus on Midcap as well as Small cap stocks. Accordingly, this scheme may provide you good returns in the coming years. However Tata Small cap fund has provided with 73.34% return during last one year.Nippon india Small Cap fund has also provided 73.44% returns during last one year . Solooking to past performances, you should consider Tata Small cap fund and Nippon India Small fund first and subsequently this fund.
Evaluation of Aditya Birla Digital India fund
First we will provide you with some facts and then we shall give our guidance.
This Scheme was Launched in January 2013
It manages Rs. 2842 crore at present.
Investment Pattern :
The fund has invested in 40 scrips and its major focus is on Technology sector where it has invested 76.18% of its funds.
Allocation of Funds
In Giant stocks : 62.94%
In Large Cap stocks : 7.98%
In Midcap stocks : 24.48 % and
In Small Cap stocks : 4.61%
Past Performance:
Fund has provided 27.08% return p.a. since its launch.
During last 5 years, it has provided return of 34.52% and during last one year, it has provided return of 70.34%
Our Observations:
Considering strong trend at US Economy, we expect technology stocks to perform exceeding well in the coming 4 quarters. We expect strong uptrend in technology stocks now and accordingly, this scheme may provide you good returns in the coming years. However Tata Digital fund has provided with 76.60% return during last one year . So you can consider Tata digital also along with this fund.
Evaluation of Aditya Birla Banking and Financial services,
First we will provide you with some facts and then we shall give our guidance.
This Scheme was Launched in December 2013
It manages Rs. 2101 crore at present.
Investment Pattern :
The fund has invested in 29 scrips and its major focus is on finance sector where it has invested 85.14% of its funds.
Allocation of Funds
In Giant stocks : 66.60%
In Large Cap stocks : 11.76%
In Midcap stocks : 13.82 % and
In Small Cap stocks : 7.82%
Past Performance:
Fund has provided 18.61% return p.a. since its launch.
During last 5 years, it has provided return of 15.71% and during last one year, it has provided return of 18.35%
Our Observations:
We expect strong uptrend in Banking stocks now and accordingly, this scheme may provide you good returns in the coming years. You may invest in the same.