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Completely agree sir...AS how it stands today , looks a dark horse in the portfolio with impressive returns in recent times...
Will be very interesting to see its performance in next bull run.
myviewpoint
10 comments
In reply to : valiaparambil message
4.28 PM May 18th
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Dear Salil,
1. BSL India NextGen MF is focused on the consumption story of our younger generation, for sure.
2. As usual, other promising sectoral stocks find a place within the portfolio for pure diversification motives by the FM. Needless ... See more 10 comments
In reply to : myviewpoint message
9.03 AM May 18th
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Dear roundrock,
1. Thanks.
2. Indian GDP is NEVER a static number, it was close to 9% sometime ago, now at 5 to 6%; not to worry, this number would slowly ascend towards 8 to 9, not in the near future though.
3. It is certain that our young... See more 10 comments
In reply to : round rock message
8.42 AM May 18th
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Well BSL Gen next fund i am tracking for sometime now and isn`t a pure FMCG play but cater to all the sectors....clean private sector banks with no or relatively less NPA issues - HDFC Bank , ICICI Bank , Karur Vyasa...recently Lupin made an ent... See more 10 comments
In reply to : round rock message
11.27 PM May 17th
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dear valia-ji,
i agree consumption stocks will do well. however with gdp less than 6%, discretionary spending (jewelery, high end malls, multiplexes etc) will take a beating. non-discretionary paurchases like cookers, underwears, household stap... See more 10 comments
In reply to : valiaparambil message
11.08 PM May 17th
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Dear Crandy,
I am watching on TV Ch18 CNBC everynight the programme titled `The London Eye`, wherein Mr Udayan Mukherjee of CNBC is interviewing various Asset Management Companies handling FII flows into India. Some consistent views emerge fr... See more 10 comments
In reply to : Crandy message
8.55 PM May 17th | | Rated by
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I agree with Valiaji. This fund looks very promising and I am going to start some investment into this fund from next month as well.
The portfolio of the fund also looks very good and so are the returns.
Thanks,
Crandy 10 comments
In reply to : valiaparambil message
8.04 PM May 17th
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