HDFC Defence Fund | Motilal Oswal Nifty Defence Index Fund

Summary

In 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.