Sathish Speaks

Issue 133, Weekly Wealth Newsletter: 11th Mar 2024 – 18th March 2024

Is your Mutual Funds and Stock portfolio yielding Best Returns?

Alpha is the measurement of an investment portfolio’s performance against a certain benchmark –usually a stock market index. In other words, it’s the degree to which a investor has managed to ‘beat’ the market over a period of time. The alpha can be positive or negative, depending on its proximity to the market.
The Question is, when was the last time you reviewed your Mutual Fund and Portfolio and calculated Alpha on your portfolio?
Investing is dynamic, Stock Markets are dynamic, Mutual Fund performance is dynamic. It is always advisable to review your portfolio in every 3- or 4-Months’ time to check your Portfolio Performance.

Call us @ 63795 18807 to Review your Mutual Funds & Stock Portfolio

Weekly Market Update

Indian equities ended flat but at a record high on Thursday. The gains led by financials and after the United States (US) Fed Chair, in congressional testimony, signalled a rate cut this year, were trimmed due to stock-specific sell-offs.

Mutual Fund Corner

ICICI Prudential Multi Asset Fund

To invest in SIP & in Mutual Funds Click the link and start your investments instantly

Stock of the Week

Indus Towers

CMP – 255

Target – 299 ( In 12 – 8 Months Time Frame)

  • Indus Towers is a provider of tower and related infrastructure sharing services. It is one of the largest telecom tower companies in India based on the number of towers and co-locations operated by the Company.

  • It has over 211,775 towers and 360,679 co-locations and a nationwide presence covering all 22 telecom circles

  • Healthy long term growth as Net Sales has grown by an annual rate of 32.68% and Operating profit at 17.06%

  • With a growth in Net Profit of 18.99%, the company declared Very Positive results in Dec 23

  • With ROCE of 13.4, it has a Attractive valuation with a 2 Enterprise value to Capital Employed

  • DEBT-EQUITY RATIO(HY) Lowest at 0.87 times
  • For your Equity recommendation – open a De Mat account with Angel Broking with this link

    This week Media Publications

    Middle Class to Million Dollar Book

    This Newsletter is from Creating Wealth Company – For Private Circulation only.

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    Mutual Funds and Stock Market Investments are subject to market risks, pls read all scheme-related documents carefully. The past performance of the mutual fund is not necessarily indicative of future performances. Mutual fund does not guarantee any returns or dividends.

    This report is for informational purposes only and contains information, opinions, and material obtained from reliable sources every effort has been made to avoid errors and omissions and is not to be construed as advice or an offer to act on views expressed therein or an offer to buy and/or sell any securities or related financial instruments, we shall not be responsible and/or liable to anyone for any direct or consequential use of the contents thereof. Reproduction of the contents of this report in any form or by any means is prohibited. 

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