Quant को टक्कर देगी ये Mutual Fund Company!

Summary

The script discusses the entry of Angel One, a mutual fund, into the mutual fund industry, highlighting its potential to compete with established players like Jio3. It delves into the strategies and investment approaches of Angel One, especially focusing on its small case strategy based on quantitative methods. The speaker expresses excitement about the potential of Angel One's mutual fund schemes, which are yet to be launched, and speculates on how they might impact the market. The script also touches on the challenges of high-frequency trading and the actual returns investors might receive after various charges and taxes.

Takeaways

• 😀 The speaker is excited about the entry of mutual fund houses into the mutual fund industry, specifically mentioning Angel One and Jio3.
• 🔍 Angel One is highlighted as a mutual fund that has already received principal approval in February 2023, but is still awaiting final approval to launch its schemes.
• 🏦 The speaker discusses the strategy and investment approach of Angel One, emphasizing their interest in the performance of its mutual fund schemes.
• 💼 The speaker mentions a small case called 'ARQ by Angel One', which is ETF-based and follows a quant strategy similar to quant mutual funds.
• 📈 The speaker has observed maximum returns of up to 30 percent in the small case, but notes that actual returns for investors might be lower due to various charges.
• 💡 The discussion touches on the high frequency of trading in quant-based investing, which is different from mutual fund investing in terms of buy-sell frequency.
• 💰 The speaker explains that while mutual funds do not incur STCG (short-term capital gains), individual accounts do, which can affect the actual returns.
• 📊 The speaker mentions that the returns of the small case were around 28-29 percent in the past, but actual returns might be closer to 20-23 percent after accounting for charges.
• 🤔 The speaker speculates on the potential of Angel One's mutual fund to disrupt the quant mutual fund house, based on its quant-based strategy.
• 🚀 The speaker is optimistic about the future of Angel One's mutual fund schemes, suggesting that they could offer good returns if they follow the same strategy as their small case.

Q & A

What is the main topic of discussion in the script?

The main topic of discussion in the script is the entry of six mutual fund houses into the mutual fund industry, focusing on Angel One and Jio3, and their strategies and performance.

What is Angel One's status with respect to mutual fund schemes?

Angel One received principal approval in February 2023, but is still awaiting final approval to launch their mutual fund schemes.

What is the significance of Angel One's MSC setup?

Angel One's MSC (Mutual Fund Service Center) setup is crucial as it is a prerequisite for launching their mutual fund schemes, indicating they are preparing for the final approval and subsequent launch.

What is the relationship between Angel One and small cases?

Angel One has several small cases, which are ETF-based, and one of them is ARK by Angel One, which follows a quantitative strategy similar to quantitative mutual funds.

What is the strategy followed by ARK by Angel One?

ARK by Angel One follows a quantitative strategy, similar to quantitative mutual funds, focusing on high-frequency trading and data-driven investment decisions.

Why is the actual return from ARK by Angel One lower than the displayed return?

The actual return is lower due to various charges such as brokerage fees, exchange fees, and taxes, which reduce the net return for investors.

What is the impact of high-frequency trading on the returns of small cases like ARK by Angel One?

High-frequency trading can lead to higher charges and costs, which can significantly reduce the actual returns for investors in small cases like ARK by Angel One.

What is the potential of Angel One's mutual fund in disrupting the quantitative mutual fund house?

If Angel One follows the same quantitative strategy as their small case and improves it with data feeding, they have the potential to disrupt the quantitative mutual fund house with better returns.

What is the expected timeline for Angel One's mutual fund schemes to hit the market?

Angel One's mutual fund schemes are expected to hit the market soon after receiving the final approval, which they have been waiting for since February 2023.

What are the potential benefits of Angel One's mutual fund schemes for investors?

Investors can expect potentially higher returns from Angel One's mutual fund schemes if they follow a similar strategy to their small case and manage to reduce the impact of charges and costs.

What is the current status of data availability for ARK by Angel One's small case?

The data for ARK by Angel One's small case is not readily available on their website or app, possibly due to some regulatory or strategic reasons.