HDFC Defence Fund | Motilal Oswal Nifty Defence Index Fund

bull market expert

7 Aug 202403:43

Summary

TLDRIn this video, the host discusses the ADSCI Defense Fund, highlighting its impressive 100% return in the last one year and a 40% return in the past six months. Despite a recent dip, the fund's performance has sparked interest among investors. The host suggests that now might be a good time for a small investment, especially considering the fund's theme-based strategy focusing on the defense sector. They also mention Motilal Oswal's newly launched defense fund as a viable alternative for those unable to invest in ADSCI, emphasizing the importance of consulting a distributor for better guidance on entry and exit strategies in the volatile market.

Takeaways

😀 The video discusses the defense sector and a specific fund, the ADSCI Defense Fund, which has seen significant interest among investors.
📈 The ADSCI Defense Fund has provided a 100% return in the last one year, and a 40% return in the last six months, although the last month showed a 13% negative return.
💡 The fund's popularity is attributed to its high returns in a single year, which has attracted many investors looking to invest in it.
🚀 The script suggests that the fund's returns may slow down in the future, as is common in the share market, where high returns are not sustained.
📊 There is a mention of a small reversal signal in the fund's performance, indicating a potential downturn that investors should be aware of.
📉 The script also discusses the coaching CPARD, which after a low of 21-23, closed above 2346, suggesting a good bounce back.
💼 The speaker recommends considering an investment in the ADSCI Defense Fund, especially if the market is volatile and showing signs of a downturn.
🔄 The Motilal Oswal defense fund is presented as an alternative to the ADSCI Defense Fund, especially for those who cannot invest in the latter.
💹 The speaker mentions that the Motilal Oswal fund has a low NV (Net Value), which could be an opportunity for investment.
📉 The market is described as currently being very volatile, with concerns about recession in the US and a crisis in Japan affecting investor sentiment.
📅 The speaker advises waiting for the market to stabilize before investing in the Motilal Oswal fund, expecting a return in the next few months.

Q & A

What is the main topic discussed in the video?
-The video discusses the defense sector, specifically focusing on defense mutual funds like the ADAC Defense Fund and Motilal Oswal Defense Fund.
Why has the ADAC Defense Fund attracted attention recently?
-The ADAC Defense Fund has gained attention due to its impressive performance, delivering a 100% return over the last year.
What has been the recent performance of the ADAC Defense Fund?
-In the last year, the ADAC Defense Fund provided a 100% return, but it has shown a -13% return in the last month.
What reason is given for the recent decline in the ADAC Defense Fund's returns?
-The decline is attributed to the high level of public interest in the fund, which often leads to slower returns as more people invest in it.
What is suggested regarding investment in the ADAC Defense Fund?
-The video suggests that a small lump sum investment could be made now, but advises against SIPs due to the fund's thematic nature.
Why does the speaker recommend the Motilal Oswal Defense Fund?
-The Motilal Oswal Defense Fund is recommended because it has a low NAV and has potential for growth, making it an attractive investment option.
What investment strategy is advised for the Motilal Oswal Defense Fund?
-The speaker advises investing in the Motilal Oswal Defense Fund when the market is less volatile and more stable.
What does the speaker suggest about using distributors for investment decisions?
-The speaker suggests consulting a distributor for guidance on when to enter and exit investments, rather than using platforms like Groww, which do not offer personalized advice.
What are the risks mentioned associated with the current market conditions?
-The video mentions the risk of market volatility, influenced by factors like potential recession in the US and economic issues in Japan.
What does the speaker recommend doing if someone liked the video?
-The speaker recommends liking the video and subscribing to the channel if the content was appreciated.

Outlines

00:00

🇮🇳 Introduction to Defense Funds

The script introduces viewers to a discussion about the defense sector, which has seen renewed interest since the return of Narendra Modi's government. It highlights the ADSSI Defense Fund, which has provided a 100% return in the last one year and a 40% return in the last six months. However, the script notes a recent downturn with a 13% negative return in the last month, attributing it to the fund's popularity and the influx of new investors. The video suggests that despite the volatility, the defense sector remains a theme to watch, and the fund could be a good investment opportunity for those interested in the theme.

Mindmap

Keywords

💡Defense Sector

The defense sector refers to the segment of an economy that is involved in the production of material and delivery of services in support of a nation's defense. In the video, the defense sector is highlighted as an area of significant interest, especially with the rise of the ADSCI Defense Fund, which has seen impressive returns, indicating a surge in interest and investment in this sector.

💡ADSCI Defense Fund

The ADSCI Defense Fund is a specific investment fund mentioned in the script that has performed exceptionally well, providing a 100% return in the last one year. It is a key theme of the video, illustrating the potential for high returns in the defense sector, and serves as a focal point for the discussion on investment opportunities.

💡Investment Returns

Investment returns refer to the profits or income an investor receives from their investments. The video emphasizes the impressive returns of the ADSCI Defense Fund, with a 100% return in the last year and a 40% return in the last six months, showcasing the high-reward nature of investing in the defense sector.

💡Market Volatility

Market volatility is a measure of the changes in the price of a security or an entire market over time. The script mentions the current market as being quite volatile, with fluctuations due to various global economic factors, which is a consideration for investors looking to invest in the defense sector or any other market.

💡Investment Entry

Investment entry refers to the point at which an investor decides to enter the market and make an investment. The video suggests that now might be a good time to invest in the ADSCI Defense Fund or the Motilal Oswal defense fund, implying that the current market conditions present an opportunity for investment entry.

💡Motilal Oswal

Motilal Oswal is an Indian financial services firm that offers a range of investment products. In the context of the video, it is mentioned as an alternative to the ADSCI Defense Fund for those interested in investing in the defense sector, with its own defense fund that has recently been launched.

💡NAV (Net Asset Value)

NAV, or Net Asset Value, is the value of a fund's assets minus its liabilities, divided by the number of shares outstanding. The script mentions the NAV of the Motilal Oswal defense fund, indicating that it is currently low and has been declining, suggesting it might be an opportune moment for potential investors to enter.

💡Distributor

A distributor in the context of investments is an intermediary who helps investors to purchase or sell financial products. The video recommends contacting a distributor for better guidance on investment decisions, emphasizing the importance of professional advice in timing investment entries and exits.

💡Investment Strategy

An investment strategy is a structured approach to investing that defines the conditions under which investment transactions are made. The video discusses the importance of having a strategy when investing in funds like the ADSCI Defense Fund or Motilal Oswal's defense fund, suggesting that timing and market conditions are crucial factors.

💡Market Stability

Market stability refers to a period of time when the prices of securities are not subject to rapid or extreme changes. The script suggests waiting for the market to stabilize before making an investment, indicating a cautious approach to entering the market during volatile times.

💡Crisis

A crisis in the economic context refers to a period of intense difficulty or danger. The video mentions a crisis in Japan and the potential for recession in the U.S., which are contributing to the current market volatility and are factors that investors should consider when making investment decisions.

Highlights

Welcome to another video by Bull Market Expert.

Discussion about the defense sector which has garnered significant interest.

Introduction to the ADSCI Defense Fund and its impressive 100% return in the last one year.

A 40% return in the last six months and a 13% negative return in the last one month for the ADSCI Defense Fund.

Reasons behind the recent performance dip of the fund are explored.

The fund's popularity and the desire of investors to invest in it due to its high returns.

Market behavior where high returns attract investors, but the returns tend to slow down.

A recent small reversal sign in the fund's performance.

The fund has corrected to its top of 25, making it a potential investment opportunity.

Suggestion to invest in the fund as a 'theme-based fund' that works on the defense theme.

Mention of Motilal Oswal's newly launched defense fund as an alternative investment option.

The fund's NV (Net Value) is currently low, indicating a good entry point for investment.

Advice on not investing in SIP (Systematic Investment Plan) for this type of fund.

Market volatility due to global economic concerns affecting investment decisions.

Recommendation to invest in the Motilal Oswal fund once the market stabilizes.

Emphasis on consulting with a distributor for better guidance on investment timing.

Encouragement to like and subscribe to the channel for more informative content.

Closing with a patriotic note, 'Thank You, Jay Hind'.