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Basics of investment in Equity and Mutual Funds Markets

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Basics of investment in Equity and Mutual Funds Markets- A Layman's guide for how to start now.

Publié dans : Économie & finance
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Basics of investment in Equity and Mutual Funds Markets

  1. 1. An Introduction to Equity and MF Investment
  2. 2. • What is an investment? • Why invest? • Financial Goals • Personal Goals • What are good investments? • Holding Cash • Holding Money in Saving A/C • Fixed Deposit • Fixed Income • Equity • Real Estate • Gold • Others
  3. 3. Asset Class Returns
  4. 4. What has been the yearly return from India Equity Market? It has doubled your money every 6 years, in last 20 years!! [ Rule of 72]
  5. 5. Why Invest Stock Market? • Ease of investment • Can start small • Power of compounding [ 8th Wonder ] • Money is liquid • Tax Benefits • Wide Selection • Wealth Creator • Others….
  6. 6. How to invest in stock market? • Online and Offline • Individual Stocks • Mutual Funds • Advisors • Equity Linked Schemes • Others
  7. 7. How to make good returns in stock market? • Buy insurance first • Get educated / read daily • Invest what you can afford to loose • PATIENCE!! • Ability to sit on losses • Long term horizon- invest and not trade • Consistency • Others…
  8. 8. Types of Investment Strategies? • SIP/SWP • Lump sump • Fundamental ( Intrinsic Value, P/E, PEG, ROIC, Growth Rate etc. ) • Macro, Sectorial • Technical • Algorithmic • News and Events Driven • Contrarian • Others…
  9. 9. Watch out for PE and PEG… RP’s Rule of Thumb- PEG > 2 is expensive
  10. 10. 17 18 19 20 21 22 23 24 31-Jan-16 10-May-16 18-Aug-16 26-Nov-16 6-Mar-17 14-Jun-17 22-Sep-17 SENSEX PE RATIO
  11. 11. Sources and Future Read… • http://www.bseindia.com/indices/IndexArchiveData.aspx?expandable=1 • www.moneycontrol.com • https://www.google.com/finance • www.finance.yahoo.com • http://www.bseindia.com/markets/keystatics/Keystat_index.aspx?expandable=2 • https://en.wikipedia.org/wiki/Warren_Buffett • https://en.wikipedia.org/wiki/Peter_Lynch • https://en.wikipedia.org/wiki/George_Soros

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