क्या करे ? | motilal oswal defence index fund | motilal oswal nifty india defence index fund

Summary

In this video, the host Tarun from 'Active Tarun' discusses the Motilal Oswal Nifty India Defense Index Fund, providing an update on its current scenario, performance, and future outlook. He analyzes the fund's returns over the past month and 15 days, highlighting a recent positive trend indicating recovery. Tarun advises investors not to exit the fund and emphasizes a long-term investment horizon, especially given the Modi government's tenure. He also details the fund's portfolio, sector distribution, and top holdings, suggesting confidence in the fund's potential for growth.

Takeaways

• 😀 The video is about the Motilal Oswal Nifty India Defense Index Fund, discussing its current scenario and performance.
• 📈 The fund's current NAV (Net Asset Value) is at 9.35 rupees, which has seen a decline from its launch price.
• 📉 The fund has shown negative returns in the last month (-12.7%) and the last 15 days (-4.41%), but has recently shown signs of recovery.
• 💼 The fund is supported by the Nifty India Defense TRI Index and has been launched on 3rd July 2024.
• 📊 The overall performance since launch has been negative, with a return of approximately -6.45%.
• 💡 The video suggests that investors should not exit the fund now, especially as it has started to recover.
• 💰 The fund has a total of 2,331 crore rupees invested, with around 600,000 people having invested during the NFO (New Fund Offer) period.
• 🔢 The fund's portfolio is diversified across large-cap, mid-cap, and small-cap companies, with a significant portion in the industrial sector (76.7%), materials (15.4%), and technology (7.58%).
• 🏆 Top holdings of the fund include Bharat Electronics, Hindustan Aeronautics, and other companies from the materials and technology sectors, indicating their involvement in defense equipment manufacturing.
• 📊 The fund's performance is compared with the Nifty 50 and Nifty 500 indices, showing a period of decline followed by stabilization and a potential recovery.
• 📝 The video provides guidance on how to invest in the fund through platforms like Upstox and Angel Broking, and emphasizes the importance of subscribing to the channel for updates.

Q & A

What is the channel's name and who is the host?

The channel is called 'Active Tarun' and the host is Tarun, who is the friend of the viewers.

What is the main topic of the video script?

The main topic of the video script is the Motilal Oswal Nifty India Defense Index Fund and its current scenario, performance, and future prospects.

What is the current scenario of the Nifty 50 and the Sensex?

The script does not provide specific details about the current scenario of the Nifty 50 and the Sensex, but it mentions that the market is expected to perform well in the coming times.

What was the initial allotment price of the Motilal Oswal Nifty India Defense Index Fund?

The initial allotment price of the Motilal Oswal Nifty India Defense Index Fund was 10 rupees.

What is the current trading price of the Motilal Oswal Nifty India Defense Index Fund?

The current trading price of the Motilal Oswal Nifty India Defense Index Fund is 9.35 rupees.

What is the return of the fund in the last one month as mentioned in the script?

The return of the fund in the last one month is -12.7%, indicating a negative performance.

What is the significance of the fund's recovery mentioned in the script?

The recovery of the fund signifies a positive sign for investors, indicating that the fund has started to regain its value after a period of decline.

What is the launch date of the Motilal Oswal Nifty India Defense Index Fund?

The launch date of the Motilal Oswal Nifty India Defense Index Fund was 3rd July 2024.

What is the investment advice given for the Motilal Oswal Nifty India Defense Index Fund in the script?

The investment advice given in the script is to hold the investment for at least 5 years, especially considering the stability of the Modi government.

What is the total assets invested in the fund as per the script?

The total assets invested in the fund are 2,331 crore rupees.

How many stocks are included in the fund's portfolio according to the script?

According to the script, there are a total of 15 stocks included in the fund's portfolio.

What are the top holdings of the fund as mentioned in the script?

The top holdings of the fund include Bharat Electronics, Hindustan Aeronautics, and other companies with significant investments in the industrial, material, and technology sectors.

What is the significance of the P/E ratio mentioned for the top companies in the fund's portfolio?

The P/E ratio mentioned for the top companies indicates the market's valuation of these companies. A high P/E ratio suggests that the market has high expectations for the company's future growth.

What is the performance comparison between the Motilal Oswal fund and the Nifty 50 or Nifty 500 shown in the script?

The script shows a performance comparison graph where the blue line represents the Motilal Oswal fund, and the green line represents the Nifty 50 or Nifty 500. The graph indicates the fund's performance trend over time.

What is the final recommendation given for investors who have invested in the fund?

The final recommendation is for investors to hold their investment in the fund and not to exit, as the market is showing signs of stability and recovery.