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Posted On Wednesday, Nov 02, 2016
Being trendy or cool is great! Clothes, cars, house furniture, even the mobile phone we use or the watch we wear needs to be in trend. The thing about 'trendy' is the frequency of change. What is trendy today may not be trendy tomorrow or a year later or even in the next hour. Snapchat, one of the most 'trendy' social media vehicles, thrives on this, that what is trendy now, need not be so a minute or even 10 seconds later.
Remember the Moto Razr phone? In a world of Nokia 3310's, flaunting the Moto Razr was a style statement...and was the in-trend phone at that time. Where is the company that made the phone now? Everyone knows that answer.
Equities as an asset class should be, in an ideal world, the arch nemesis of trend. The longer you stick to the right stock in your portfolio, the better it is. (The keyword here being right, highlighted in bold!). So if someone asks us if our portfolio is trendy, imagine our shock! A very "What on earth are they talking about?" moment for all of us in Quantum. We wonder, are mutual fund investors supposed to be trendy???
Trend, as Google puts it, is "a fashion" or "a general direction in which something is developing or changing." Should your portfolio be "fashionable"? Should it follow the general direction in which the stock market is developing or changing every time the bears are in the ascendant? No.
Imagine you throwing out all your clothes after the summer to buy the monsoon collection and discarding the monsoon clothes for the winter collection and so on. Do we, mere mortals, actually do that? Or do we prudently buy during sales and get rid of stuff that’s too old or which we don't fit into anymore.
Celebrities and celebrity investors can afford to keep their wardrobes and portfolios in trend. We, the lay investors, need to be more circumspect and thus ensure that we buy clothes that are long lasting and forever trendy - like blue jeans.
Most of us have this favorite pair of jeans or trousers at home, which we have worn since time immemorial, that the neighborhood tailor knows so well that as soon as he sees you he exclaims - "Not you again, with those jeans of yours, get a new pair!" But we don't, we love those Purani jeans of ours and even hum the song of the same name as we slip into them. Clothes come and go but that pair of Purani jeans remains. Such should be the case with your equity portfolio. Savings bank balances, gold etc. may come and go depending upon your financial needs, but equities need to be in your portfolio for a long time. Sure they may need a stitch or two or a button repair occasionally, like your portfolio may need to be pruned of some stocks while others need to be added, but the shape of the portfolio is never altered to suit trends. The jeans mould according to you, you don’t mould the jeans according to the trend.
While others may want you to change your portfolio by adding the flavor of the day to it, we believe that your equity portfolio is very different from your regular wardrobe, which could be overhauled every six months. Your equity portfolio -like your Purani jeans, is something that you have cherished over time... irrespective of what the trends are. Invest in a fund in which you believe will be the Purani jeans in your wardrobe. Something you would want to hold onto as a vehicle for long term wealth creation.
The Quantum Long Term Equity fund has been around for over 10 years now and the performance of the fund is right here for you to see. We hope that our investment philosophy of being a low cost, investor centric fund resonates with yours and the Quantum Long Term Equity Fund becomes the Purani jeans of your portfolio.
|Name of the Scheme & Primary Benchmark||This product is suitable for investors who are seeking*||Risk-o-meter of Scheme|
|Quantum Long Term Equity Value Fund |
An Open Ended Equity Scheme following a Value Investment Strategy
|• Long term capital appreciation|
• Invests primarily in equity and equity related securities of companies in S&P BSE 200 index.
Investors understand that their principal will be at Moderate Risk
Disclaimer, Statutory Details & Risk Factors:
The views expressed here in this article / video are for general information and reading purpose only and do not constitute any guidelines and recommendations on any course of action to be followed by the reader. Quantum AMC / Quantum Mutual Fund is not guaranteeing / offering / communicating any indicative yield on investments made in the scheme(s). The views are not meant to serve as a professional guide / investment advice / intended to be an offer or solicitation for the purchase or sale of any financial product or instrument or mutual fund units for the reader. The article has been prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. Whilst no action has been solicited based upon the information provided herein, due care has been taken to ensure that the facts are accurate and views given are fair and reasonable as on date. Readers of this article should rely on information/data arising out of their own investigations and advised to seek independent professional advice and arrive at an informed decision before making any investments.
Mutual fund investments are subject to market risks read all scheme related documents carefully.
Please visit – www.QuantumMF.com to read scheme specific risk factors. Investors in the Scheme(s) are not being offered a guaranteed or assured rate of return and there can be no assurance that the schemes objective will be achieved and the NAV of the scheme(s) may go up and down depending upon the factors and forces affecting securities market. Investment in mutual fund units involves investment risk such as trading volumes, settlement risk, liquidity risk, default risk including possible loss of capital. Past performance of the sponsor / AMC / Mutual Fund does not indicate the future performance of the Scheme(s). Statutory Details: Quantum Mutual Fund (the Fund) has been constituted as a Trust under the Indian Trusts Act, 1882. Sponsor: Quantum Advisors Private Limited. (liability of Sponsor limited to Rs. 1,00,000/-) Trustee: Quantum Trustee Company Private Limited. Investment Manager: Quantum Asset Management Company Private Limited. The Sponsor, Trustee and Investment Manager are incorporated under the Companies Act, 1956.
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