13 replies on this article “What is the ideal Mix: FI Bluchip+QLTE+PPFAS”

1. bharat shah says:

   July 28, 2013 at 3:48 pm

   @kuntal
   appreciate your point of view for investing in foreign companies.

   Reply
2. Kuntal says:

   July 27, 2013 at 7:59 pm

   Mr Bharat Shah,
   You have rightly pointed out that PPFAS mutual fund does not have a long history.
   However, the foreign investment of PPFAS is mainly in America & other developed countries. TIEI’s foreign investment is mainly in other developing countries like China, Turkey.
   So TIEI+PPFAS combined can give you better international diversification.
   Moreover, as foreign investment upper limit in both these funds is capped at 35%, so the tax treatment of both is like normal equity funds.

   Thanks,
   Kuntal.

   Reply
3. bharat shah says:

   July 27, 2013 at 7:33 pm

   two , FIBC and QLTE are o.k. as they got long term (more than 7 yrs here!) performance history , but for PPFAS , if you are not inclined for foreign companies, better to wait, or you can compare it with others like TIEI or other having foreign companies. for trying new funds, i like to point out MOSt 25 from MOTIWAL OSWAL (if you believe them having good investment process) .

   Reply
4. Ashal Jauhari says:

   July 27, 2013 at 10:40 am

   Dear Reji, there is no such thing called Ideal or perfect. The one you are OK with, is perfect for you.

   thanks

   Ashal

   Reply
5. Gotu says:

   July 27, 2013 at 8:31 am

   Thanks Kuntal!

   Reply
6. Kuntal says:

   July 26, 2013 at 9:51 pm

   Hi Gotu,
   Go to Morningstar India- tools- Instant Xray- type name of funds- click on Portfolio overlap.

   Thanks,
   Kuntal.

   Reply
7. Gotu says:

   July 26, 2013 at 8:47 pm

   Hi Reji,

   Can you pl. share the source for above comparison of funds? I mean is it possible to compare online stock overlap in different funds?

   Thanks.

   Reply
8. sunil says:

   July 26, 2013 at 2:30 pm

   Thanks Reji.

   Reply
9. Reji m says:

   July 26, 2013 at 2:21 pm

   PPFA: Normal plan 2.5 and Direct is 2%

   Reply
10. sunil says:

    July 26, 2013 at 2:01 pm

    Thanks Kuntal,

    Additiona to that, what is the Expenses charged by PPFAS, i have searched but with no luck?

    Reply
11. Kuntal says:

    July 26, 2013 at 1:39 pm

    Mr Sunil,
    You can see the portfolio of PPFAS at:
    1> Factsheet- june 2013 at amc.ppfas.com
    2> Valueresearchonline
    3> Morningstar india.

    Thanks,
    Kuntal.

    Reply
12. sunil says:

    July 26, 2013 at 1:14 pm

    Dear Mr.Reji,

    Can i request you the source of Portfolio for PPFAS? – A link can be helpful.

    Reply
    1. Kuntal says:

       July 26, 2013 at 1:51 pm

       Mr Reji M,
       I think that a good mix is one which you are personally comfortable with. I think it is fine,
       be happy with your choice, dont worry about micro-adjustments.
       By the way, I started SIPs from this month only-
       1. Franklin india bluechip
       2. Quantum long term equity
       3. Templeton india equity income
       4. PPFAS long term value
       Equal allocation to all 4 funds.

       Thanks,
       Kuntal.

       Reply

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