Rushabh Desai @rooshabh11 Twitter profile

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Rushabh Desai

3 years

Super duper excited to share my debut interview on India’s no.1 business channel CNBC TV18 Click the below link to watch my interview Link- @blitzkreigm @SumairaAbidi @latha_venkatesh @_anujsinghal @ShereenBhan @_soniashenoy @CNBCTV18News @CNBCTV18Live

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Rushabh Desai

@rooshabh11

3 years

#SEBI Classification of #MutualFunds

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Rushabh Desai

@rooshabh11

1 year

It was a super delight to host Mr Neil Parikh ( @npparikh6 ), Chairman & CEO at Parag Parikh MF ( @PPFAS ) at our office today. It is commendable to see their growth from <5,000 crs to ~40,000 crs in 3 years. An AMC with strong ethics, values, research, philosophy & outperformance

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Rushabh Desai

@rooshabh11

2 years

Deeply honoured to have an one on one meet with Mr @Raamdeo Agrawal ji, Chairman & Co Founder @MotilalOswalLtd . He is an institution who’s journey & investment philosophy has tremendously shaped & inspired me. Your learnings run in my DNA & am a proud product of Motilal Oswal Ltd

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Rushabh Desai

@rooshabh11

1 year

#MutualFunds which have generated >= 20% CAGR returns over the period of 10 years If you have a long-term time horizon of 10 years & above, have the age on your side & have a high-risk tolerance then investing in mid & small caps will truly help you generate substantial wealth

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Rushabh Desai

@rooshabh11

5 months

How liquid are the portfolios of small cap mutual funds? If the funds get redemption pressure, in how many days can the fund managers liquidate all the stocks in the portfolio and get the money back? Have a look 👇

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Rushabh Desai

@rooshabh11

2 years

It was an absolute pleasure to host Mr @mohanty_swarup , Chief Executive Officer @MiraeAsset_IN at our office today. He is an ocean of insights & experience. One of the finest & humble person I have met. My trust & conviction towards Mirae #MutualFunds is stronger than ever before

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Rushabh Desai

@rooshabh11

2 years

Wonderful to meet with Mr. Sandeep Tandon, Founder & CEO at Quant Mutual Fund. It was a delight to hear his unique investment philosophy on dynamically churning portfolio as per the rapidly changing nature of the markets. This could be a game changer in the mutual fund industry.

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Rushabh Desai

@rooshabh11

2 years

It was an absolute delight to host @KirtanShahCFP CEO at Credence Wealth Advisors at our office today. He is one of the finest, intellectual & humble persons I have known. He is one of the handful who saw the ability in me & not my disability & am proud to call him my dear friend

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Rushabh Desai

@rooshabh11

11 months

Top 10 pure equity mutual funds by returns over 10 years from 2013 to 2023 MFs have generated some super crazy returns & wealth for investors in this period These MFs generated 23% to 30% cagr returns In just 10 years, Rs 10 crores became Rs 81 crores to Rs 137 crores 🤯🤑🚀

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Rushabh Desai

@rooshabh11

1 year

It was an absolute privilege to have a super interactive & an insightful meeting with Mr. Raamdeo Agrawal ji, Co-Founder & Chairman @MotilalOswalLtd today. Some serious wealth will be generated from the Indian equity markets. Invest in India, this century belongs to us 🇮🇳

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Rushabh Desai

@rooshabh11

2 years

It was an absolute pleasure to host @AashishPS (Chief Executive Officer @WhiteOakCap ) and @vaibhavchugh (Sales Head @WhiteOakCap ) at our office. I am super excited towards the launch of their funds and I feel convinced their strategy is going to disrupt the #mutualfunds industry.

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Rushabh Desai

@rooshabh11

3 years

Always wonderful meeting genuine market enthusiasts @AdityaD_Shah and @aditya_kondawar founders of @JstInvestments . We discussed a wide range of insightful topics on markets, economy and life (we surely didn’t miss talking on IPOs). Looking forward to our next jam session guys.

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Rushabh Desai

@rooshabh11

1 year

An absolute delight & a privilege to have a meeting with Mr Navneet Munot, MD & CEO at HDFC Asset Management Company Limited & their entire senior leadership team today to better understand their management, products, philosophy & market outlook. Super Insights, Super Tuesday :)

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Rushabh Desai

@rooshabh11

1 year

Corporate bond MF yields looking very lucrative. YTMs may further rise if RBI hikes interest rates (which I believe RBI will). Don't worry even if you have missed the indexation tax benefit bus. Debt MFs will give you better returns than FDs for the next 2-3 years. When RBI

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Rushabh Desai

@rooshabh11

5 years

Best & Worst #Equity #MutualFunds #SIP Returns

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Rushabh Desai

@rooshabh11

1 year

#MutualFunds which have generated >=16% SIP (systematic investment plan) CAGR returns over 10 years A small amount of Rs 5,000 invested per month would have generated Rs 13.91 lakhs to Rs 19.13 lakhs In SIPs the exit plan is very important i:e to exit in good market conditions

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Rushabh Desai

@rooshabh11

1 year

10 year SIP performance of active flexi cap #mutualfunds 50% outperformance : 50% underperformence strike rate Wide difference in returns from 8% to 20% cagr Choosing the right active funds & index funds has increasingly become very important

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Rushabh Desai

@rooshabh11

2 years

An absolute delight to host MME @iRadhikaGupta (Vice Chairperson @amfiindia & CEO @EdelweissMF ) & Mr Niranjan Avasthi (Product Head @EdelweissMF ) at our office. I have been a huge admirer of MME Radhika’s personal & professional journey. This was indeed a memorable moment for me

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Rushabh Desai

@rooshabh11

2 years

Power pack meeting with power pack insights with the Axis Mutual Fund leadership team L to R - Mr Raghav Iyengar (Chief Business Officer), Mr Devang Shah (Co Head- Fixed Income), Mr Chandresh Nigam (MD & CEO), Mr Jinesh Gopani (Head- Equity), Mr Ashwin Patni (Head- Alternatives)

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Rushabh Desai

@rooshabh11

4 years

Weekend getaway to my farm.

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Rushabh Desai

@rooshabh11

1 year

A delight to host experts from the field of personal finance at my farmhouse. Gatherings at a personal level gives a wonderful flavour to life @KirtanShahCFP @PankajMathpal @kalpesh_ashar @VinayakSapre1 @viralbhatt81 @snpfp @Jainbalwant @PankaajMaalde @Mohit_Gang @riteshdsheth

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Rushabh Desai

@rooshabh11

2 years

Always wonderful to catch up with @ActusDei (Neil Borate) Head - Personal Finance @livemint . It was an absolute pleasure to host you at our office today after 3 long years. Finally we have a picture to share :) Thanks for visiting.

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Rushabh Desai

@rooshabh11

5 years

OMG! Moment, when the CEO of @MiraeAsset_IN , @mohanty_swarup calls you personally to look in your unsolved query shows the level of commitment to its clients and distributors. Can’t get better than that. #MutualFundsSahiHai #MiraeAsset ke saath. Thank you for your humble gesture.

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Rushabh Desai

@rooshabh11

3 years

I will continue to sell my selected @MiraeAsset_IN equity schemes as long as they continue to perform well. As a distributor it is my moral responsibility to give best suitable products to my clients. Would be great if the AMC can reconsider their decision at some point.

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Rushabh Desai

@rooshabh11

1 year

In SIPs, EXIT POINT is more important than entry point👇 A 10 yr SIP from 1 Apr 2010 to 1 Apr 2020 (bad markets) gave low +ve & -ve returns😢 BUT if held for a yr more till 1 Apr 2021 (good markets) returns shot up to higher +ve😃 Keep a buffer period & exit in good markets

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Rushabh Desai

@rooshabh11

2 years

Income #tax deduction benefits under section 80 and 24

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Rushabh Desai

@rooshabh11

11 months

Equity markets are not in a bubble but valuations look expensive Mid caps are most expensive followed by small & large caps 1Y & 5Y mid & small caps returns are above their averages See upside potential in large caps Maintain caution in mid & small caps No lumpsum, only SIP

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Rushabh Desai

@rooshabh11

2 months

Super Sunday at my farm house with the personal finance gang and my dear friends @KirtanShahCFP @snpfp @Harsh_Roongta @nishsanghavi @bhindepooja @PankajMathpal @VinayakSapre1 @Jainbalwant @riteshdsheth @kalpesh_ashar

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Rushabh Desai

@rooshabh11

4 months

It was super wonderful to host Sumaira Abidi ( @Sumaira_SBIMF ), MF queen from the media/PR industry (Ex-CNBC-TV18 & current VP @SBIMF ) at our office today. Her contribution towards news & content has been extraordinary. It’s been a delight to know you. Thank you for dropping by

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Rushabh Desai

@rooshabh11

3 years

It is very important to push ourselves and take initiatives in life because if you don’t help yourself no one will help you. To all those who are not aware I suffer from a rare genetic muscle disorder called GNE Myopathy. Thank you @wwgnem

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Rushabh Desai

@rooshabh11

4 years

57% large cap funds fail to beat their benchmarks over 20 years. What should you do? Sharing my latest article published in @EconomicTimes , @ETMutualFunds Link - Many thanks @shivanibazaz #MutualFunds #Equity

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Rushabh Desai

@rooshabh11

3 years

It was an absolute pleasure to interact with Kayezad E Adajania, Editor & Head - Personal Finance @moneycontrolcom . One of the finest financial journalists and a very humble human being. @kayezad , Thank you for taking out your precious time to meet at my office today.

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Rushabh Desai

@rooshabh11

2 years

It was a pleasure to host Mr. Ganesh Ram ( @GR_2608 ), MD & CEO at @MF_Utilities (on my left) at our office today. Super insightful discussions on the mutual fund industry and the tech platforms. Thank you very much for the wonderful flowers and for making my birthday special.

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Rushabh Desai

@rooshabh11

1 year

10 yr SIP outperformance of active small cap #mutualfunds vs benchmark has been phenomenal Returns range: 13-23% cagr Avg returns: 18.4% cagr🤑 Small amt of Rs 10K invested PM for 10 yrs generated wealth in the range of Rs 23-40 lakhs🤑 Kudos to the managers in this category

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Rushabh Desai

@rooshabh11

2 years

Correction of Nifty 50 companies from their 52 week highs I have to say ITC you are doing a FAB job Data as on 20th May 2022

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Rushabh Desai

@rooshabh11

2 years

Absolutely delighted to host Akhil Chaturvedi ( @akhilchat ), Chief Business Officer & Ritesh Pathak, National Sales Head @MotilalOswalAMC at our office today. Insightful conversations about markets & life. I feel confident that the best days for the AMC & it’s products lies ahead

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Rushabh Desai

@rooshabh11

1 year

We all know it is important to diversify across different funds & styles BUT it is equally important to diversify across different AMCs Purely from an example perspective I have taken active equity #mutualfunds of Axis AMC. You may be shocked to see that almost all of their

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Rushabh Desai

@rooshabh11

7 months

It was an absolute pleasure & a privilege to host Mr Amitabh Mohanty, CEO at JM Financial Mutual Fund at our office Had super insightful conversations on their funds & markets FYI - JM Flexi Cap & Value Funds were the top performers of 2023 delivering 40% & 48% absolute returns

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Rushabh Desai

@rooshabh11

2 years

Very insightful data piece on bear markets & its longevity by @ActusDei I have strongly believed price is king. It is important to invest (lumpsum) at low/reasonable prices & valuations & time your entry/exit well. There's a difference between timing & predicting in the markets

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Rushabh Desai

@rooshabh11

1 year

10 Year SIP (systematic investment plan) data of active equity flexi/multi strategy #mutualfunds from 31/03/2013 to 31/03/2023 ✅ No fund has generated -ve to 0% returns ✅ 9% funds have generated >5% to <=10% returns ✅ 61% funds have generated >12% returns

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Rushabh Desai

@rooshabh11

5 years

Congratulations to @MotilalOswalAMC on successfully completing 5 years of wealth creation in Motilal Oswal Multicap 35 Fund. The returns have definitely brought a BIG SMILE to my portfolio till date. Proud investor and distributor. Buy Right Sit Tight. @AashishPS @akhilchat

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Rushabh Desai

@rooshabh11

4 months

It was an absolute honour & a delight to host Mr Navneet Munot, MD & CEO at HDFC Mutual Fund ( @hdfcmf ) at our office today. It’s always exciting & an immense learning experience to meet him. HDFC MF has been one of the most consistent performers in the industry

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Rushabh Desai

@rooshabh11

5 years

Very well explained - How to construct a #Debt #MutualFund portfolio.

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Rushabh Desai

@rooshabh11

1 year

Nasdaq 100 is on fire 🔥 From its 52 week bottom the index has shot up by around 37% 🚀 Had recommended to invest in the US 🇺🇸 markets the entire 2022, even uptill early jan 2023 Jisne invest kiya unka dhamaal hai, jisne nahi unka babaal hai 😜

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Rushabh Desai

@rooshabh11

3 years

Mid & Small Caps have started to join the rally party. Are your #mutualfunds outperformers or underperformers? The below tables show the performance of mid & small cap funds against #Nifty MidCap150 & SmallCap250 TRI on a 3, 5, 7 & 10 year CAGR rolling basis. Choose wisely.

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Rushabh Desai

@rooshabh11

2 years

#MasterChefIndia ki asli swaad “Baa” #UrmilaBaa you will be missed in the master chef kitchen. I truly enjoyed watching you in the kitchen. At 78 you have shown tremendous hunger, the right sprit and the right attitude one should have in life and that age is just a number 🙏

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Rushabh Desai

@rooshabh11

1 year

Absolutely wonderful to host the team of LIC Mutual Fund Mr Yogesh Patil, Chief Investment Officer - Equity (centre), Mr Lav Kumar (right) & Mr Kedar (left) at our office today. Insightful conversations about markets, mutual funds and LIC MFs investment philosophy & framework

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Rushabh Desai

@rooshabh11

1 year

#MutualFunds which have corrected >=(-15%) from their all time high navs I see immense tactical & non-tactical opportunity in some of these funds Just because a fund is -ve doesn't mean you have to jump in Understand your goal, risk appetite, time horizon & asset allocation

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Rushabh Desai

@rooshabh11

5 months

India in JP Morgan bond index from Jun 2024 + India in Bloomberg bond index from Jan 2025 + Start of Indian interest rate cut cycle tentatively from 2024 end = Boom for bonds and debt mutual funds 🚀🤑 Over the next 2-3 years bonds and debt funds will see superior returns vs FDs

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Rushabh Desai

@rooshabh11

2 years

Contributed my views in today’s @livemint edition What you need to do before closing a savings account Link - Many thanks @Shiprasorout

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Rushabh Desai

@rooshabh11

10 months

Truly a delight & a privilege to host markets veteran Mr @Iamsamirarora , Founder at Helios Capital at our office today. Had super insightful conversations about markets & life. Best wishes for the launch of Helios Mutual Funds. May your MFs shine, grow & consistently outperform

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Rushabh Desai

@rooshabh11

1 year

Contributed my views along with @KirtanShahCFP in this week’s @ET_Wealth edition Fixed income avenues hit an 8% high. Multiple instruments are now offering higher than usual returns. Time to rejig your portfolio Link - Many thanks @SanketD_ET

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Rushabh Desai

@rooshabh11

2 years

Always wonderful & a pleasure catching up with my ex boss @AshishShanker7 , MD & CEO @MotilalOswalPW . He is a treasure chest of knowledge & insights. I have learnt immensely under his leadership. Thank you Ashish for taking out your time to meet with me after a long time.

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Rushabh Desai

@rooshabh11

1 year

To all those questioning the outperformance ability of active small cap #mutualfunds Over 90-95% Indian companies are small caps thus the stock selection universe is huge & there are immensely talented managers in this space Here's the answer 👇 Still have any doubts?

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Rushabh Desai

@rooshabh11

1 year

T 1/4 - Why "timing" is equally important to time in the equity markets to achieve higher returns? (for lump-sum money) There is a difference between timing & predicting in markets. You can time markets but cannot predict it. Investing when markets fall = timing Data below👇

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Rushabh Desai

@rooshabh11

1 year

SIPs work well in volatile products but does not in many cyclicals Volatile periods can be many but are short lived, +VE for SIPs😃 Cyclical periods can be few but are long lived, -VE for SIPs😢 Sectoral returns have been cyclical & underperforming vs avg mid + small cap index

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Rushabh Desai

@rooshabh11

2 years

It was a super delight to do a pre Diwali interview on equity markets at the @CNBCTV18News / @CNBCBajar studios today. I feel deeply privileged to have been invited and to share the space with such eminent personalities. Special thanks to @pritidalalbajar & Zarna Alkanti 🙏

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Rushabh Desai

@rooshabh11

10 months

It’s always special to meet & interact with fellow colleagues from the mutual fund distribution community. Had some super enriching & insightful conversations about life & mutual funds today with Nishant ( @stepbystep888 ) & Niraj ( @contliving ), Founders of @holisticwealth_

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Rushabh Desai

@rooshabh11

5 months

How liquid are the portfolios of mid cap mutual funds? If the funds get redemption pressure, in how many days can the fund managers liquidate all the stocks in the portfolio and get the money back? Have a look 👇

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Rushabh Desai

@rooshabh11

1 year

We all know indexation tax benefits have been abolished in #mutualfunds . If you have made investments on or before 31st March 2023 in debt, gold, international funds etc. (MFs with < 35% exposure in Indian equities), any additional investments going ahead in those same funds

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Rushabh Desai

@rooshabh11

1 year

It was an absolute pleasure to host Alex Mathew, Deputy Editor at @bqprime (erst Bloomberg Quint) at our office today. Super enriching and insightful conversations about life and personal finance Thank you for visiting @alexandermats @_nirajshah , you were deeply missed

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Rushabh Desai

@rooshabh11

3 years

Sharing my story published by @CureHIBM where I talk about my struggles and experiences of living with a rare muscle disease called GNE Myopathy. I hope this will help raise more awareness about persons living with disabilities and the disease. Link -

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Rushabh Desai

@rooshabh11

4 months

I feel deeply special & honoured to have received this wonderful gesture & kind message from Mr Navneet Munot, MD & CEO at HDFC Mutual Fund ( @hdfcmf ). Messages like these from such prominent personalities truly motivates me to push myself beyond my limits.

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Rushabh Desai

@rooshabh11

1 year

It was super wonderful to meet with Mr @anthonyhere1972 , MD & CEO at Mahindra Manulife Mutual Fund & the senior leadership team of the AMC (CIOs - equity & debt) along with my finest colleagues in the field of personal finance. Insightful discussion on #mutualfunds & markets.

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Rushabh Desai

@rooshabh11

2 years

Over 10 years some equity #mutualfunds have managed to deliver exceptional returns. Below is the list who have generated >= 18% CAGR. Inspite of the current volatility & the sharp correction in the mid & small cap space many of the outperformers remain strong from this space

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Rushabh Desai

@rooshabh11

3 months

Maximum Drawdown of Dynamic Asset Allocation Funds in Cal. Year 2020 Equity indices fell by -38% to -44% ☹️ DAAFs fell by -13% to -34% 🙂 The beauty of these funds is that they have the capacity to provide inflation beating returns along with very good downside protection

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Rushabh Desai

@rooshabh11

1 year

Absolutely wonderful to host Mr @PankajMathpal , Founder & Managing Director at Optima Money Managers Pvt. Ltd at our office today. He is an ocean of experience. Lot of learnings. Insightful and interesting conversation on life, markets and #mutualfunds

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Rushabh Desai

@rooshabh11

4 years

Featured in today’s @livemint With the #sensex touching 50,000 mark I share my journey and experience in Mint Money’s “Sensex Diary” series. “A steady 60:40 portfolio remains a wining formula for me” Special thanks to @ActusDei for the opportunity given. #MutualFunds

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Rushabh Desai

@rooshabh11

1 year

"Zero knowledge about stocks" "Lost all hard earned money" 👇 #MutualFundsSahiHai

Arshad Warsi

@ArshadWarsi

1 year

Please do not believe everything you read in the news. Maria and my knowledge about stocks is zero, took advice and invested in Sharda, and like many other, lost all our hard earned money.

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Rushabh Desai

@rooshabh11

2 years

Featured in this week’s @ET_Wealth edition I am 42. My daughter is 8. Want to accumulate ₹5 cr for her higher education & marriage. Will need ₹3 cr in 10 yrs & ₹2 cr in 15 yrs. My portfolio is worth ₹30 Lac. Am I on the right track? Can invest up to ₹1 Lac PM. My reply 👇

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Rushabh Desai

@rooshabh11

2 years

If a 25Y old & start to invest Rs 5 to 10 K P.M in equities with an annual top up of 10% via SIP route till 60Y, after 35 Yrs assuming 15% CAGR the total investment shall be ~ Rs 1.62 cr & 3.25 cr and the value shall be ~ Rs 16.7 cr & 33.5 cr respectively. Power of compounding

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Rushabh Desai

@rooshabh11

5 years

Congratulations to @_nirajshah @menakadoshi @dugalira @darshanvmehta1 and the entire team of @BloombergQuint . The awards speaks for itself of your work. Thanks for putting up SUPERB content, shows and research. - Your regular viewer and follower.

NDTV Profit

@NDTVProfitIndia

5 years

BloombergQuint wins 4 awards at the #DigipubAwards including the Best Business Website of the year. Thank you to all our readers, viewers and guests for your support. Here's to many more!

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Rushabh Desai

@rooshabh11

2 years

It was a delight to have a super insightful meeting with stock market veteran Mr @Raamdeo Agrawal, Chairman & Co-Founder @MotilalOswalLtd and Mr Navin Agarwal, CEO @MotilalOswalAMC along with few of the finest personal finance experts in our country. Deeply grateful and bullish.

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Rushabh Desai

@rooshabh11

1 year

Contributed my views in today’s @moneycontrolcom Parag Parikh Flexi Cap Fund: So far, so good. But can it do an encore? Link - CC - @npparikh6 @RajeevThakkar @PPFAS Many thanks @Abhinavkaul

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Rushabh Desai

@rooshabh11

3 years

Super excited to share that I have been featured in the cover story of @OutlookMoney May 2021 print edition. Story tittle - Mr Financial Fixit Fixing Finance Lives. Click the below link to read the full story -

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Rushabh Desai

@rooshabh11

2 years

YTM (Yield to Maturity) across various debt mutual fund categories. At this juncture the yield curve looks more or less flat. I don't see much of a point in taking long duration risk. I would suggest to still stick with short to medium duration products. #mutualfunds #investing

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Rushabh Desai

@rooshabh11

3 years

Did you know you can get a Free Term Insurance along with your Mutual Fund SIPs? It’s called SIP Insure. Another super informative and insightful thread by my dear friend @KirtanShahCFP

Kirtan A Shah 🇮🇳

@KirtanShahCFP

3 years

🧵What if I tell you that you can get a Free Term Insurance along with your Mutual Fund SIPs? It’s called SIP Insure. This thread is a primer on how it works. Hit the ‘re-tweet’ & help me educate more investors #Investing (1/n)

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Rushabh Desai

@rooshabh11

1 year

Featured in this week’s @ET_Wealth edition I invest ₹13.8K PM in equity #mutualfunds . MF & stocks corpus is ₹10.5L & ₹12L. Want to save for my kid’s college & wedding in 20 yrs & 25 yrs. What corpus should I aim for (assuming inflation 5%) & how should I balance my portfolio?

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Rushabh Desai

@rooshabh11

6 months

At @TV9Bharatvarsh / @Money9Live ’s Financial Freedom Summit 2024 with @priyankasambhav & the personal finance gang It was very lovely to meet you & your team in person Priyanka Ji. Thank you for the wonderful arrangements & the hospitality @anshuman1tiwari @VipulS1206 @PuranikIra

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Rushabh Desai

@rooshabh11

3 years

Contributed my views along with @KirtanShahCFP and @deepakshenoy in today’s @livemint edition on momentum investing. Does momentum investing make sense in MF portfolios? Many thanks @ActusDei Link - #MutualFunds

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Rushabh Desai

@rooshabh11

1 year

Wonderful to chat with @deepaliranaa on @CNBC_Awaaz channel today where I discussed all about government small saving schemes and answered investors personal finance queries Click the link to watch my full interview -

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Rushabh Desai

@rooshabh11

9 months

Diwali began early at CNBC studios. It’s always wonderful to do pre-Diwali special interviews in person. We discussed various aspects of the equity, debt and gold markets. Meeting & sharing views with such eminent personalities was a delight @CNBCTV18Live @CNBC_Awaaz @CNBCBajar

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Rushabh Desai

@rooshabh11

2 years

Featured in this week’s @ET_Wealth edition I am 52 & have been investing in #mutualfunds via SIP since past 7 yrs for my retirement. Most of my investments are in India, growth-oriented MFs. Should I consider new SIPs in value-oriented MFs &/or overseas MFs? My reply 👇

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Rushabh Desai

@rooshabh11

1 year

It was an absolute privilege to have an insightful meeting with Mr A Balasubramanian ( @MFBALA ) - @amfiindia Chairperson & CEO at Aditya Birla SL MF ( @abslmf ) (my right), Mr Mahesh Patil - Chief Investment Officer at ABSL MF and Mr Kaustubh Gupta - Fixed Income Co-Head at ABSL MF

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Rushabh Desai

@rooshabh11

5 years

Humbled and honoured to have met A. Balasubramanian @MFBALA (on my left) MD & CEO, Aditya Birla Sun Life AMC Limited over current market outlook. #MutualFundsSahiHai @abcabslmf ke saath.

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Rushabh Desai

@rooshabh11

2 years

I cannot think of a better opportunity than this 👇 to start investing in @miraeasset FANG+ Fund which invests in the top 10 global innovation leaders (~80% US & ~20% China based cos). @RBI really needs to increase the foreign investment limit via MF route ASAP. @mohanty_swarup

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Rushabh Desai

@rooshabh11

11 months

It’s always special to have a meeting with Mr @mohanty_swarup , CEO @MiraeAsset_IN . A man with utmost humbleness & integrity. Super insightful discussions on the AMC’s mutual funds & market outlook. Thank you for the warmth shown at your office today. Mirae Mutual Funds Sahi Hai

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Rushabh Desai

@rooshabh11

1 year

🇮🇳 markets have been more or less flat from 20 Sep 21 to 6 Apr 23 Nifty 500 TRI has generated only 1% returns BUT there have been many flexi strategy active #mutualfunds which have generated much higher returns Value/Blended strategy has been the outperformer Have a look👇

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Rushabh Desai

@rooshabh11

1 year

Nifty Midcap Momentum 50 TRI Smart beta indices are smart performers after all On 10 Y daily rolling return basis, the index has been a stellar outperformer vs other midcap indices This product can be cyclical in the short term but it is definitely a good bet for the long term

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Rushabh Desai

@rooshabh11

3 years

Sharing the recording of my discussion on “All about SIPs” (Systematic Investment Plans) which was organised by @livemint on 3rd Sept 2021 for those who missed the live session. Click the below link to listen to the panel discussion. Link - @ActusDei

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Rushabh Desai

@rooshabh11

2 years

Meri Pyari Maa ♥️ My Dearest Mother No one can be as selfless as you, as sacrificing as you, as understanding as you and as loving as you. Lots of love and happiness to you mummy and to all the mothers out there. #MothersDay #MothersDay2022 #HappyMothersDay #HappyMothersDay2022

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Rushabh Desai

@rooshabh11

3 years

I am very happy to share my debut interview on @ETNOWlive Topic - The Difference Between Index Funds And ETFs: Which To Choose? Many thanks @alexandermats it was an absolute pleasure to chat with you YouTube Link- Website Link-

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Rushabh Desai

@rooshabh11

2 years

Major global indices US$ terms performance Jan-Sep 2022.

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Rushabh Desai

@rooshabh11

4 months

India is a land of good savers, around Rs 200 lakh crore is stashed in bank FDs. We need to be a land of good investors. Imagine 5-10% of the FD money coming into the capital markets, the stock markets would sky rocket. FDs are very important but will not help beat inflation.

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Rushabh Desai

@rooshabh11

2 years

Avg Fixed Deposit rates 5-6% Avg Inflation 5-6% Real Return practically 0% Money in Indian FDs is ~Rs 142 lakh crore ~3.6 times of the entire #mutualfunds industry AUM FDs are absolutely important but over allocating to it will subject to loosing purchasing power of your money

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Rushabh Desai

@rooshabh11

3 years

Correlation between rising yields scenario and equity markets beautifully explained and simplified by my friend @KirtanShahCFP 👇

Kirtan A Shah 🇮🇳

@KirtanShahCFP

3 years

“Why increase in yield is creating panic for equity markets globally?” 🧵 Do hit the ‘re-tweet’ and help us educate more investors (1/n) #investing #StockMarket

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Rushabh Desai

@rooshabh11

2 years

Pure #equity active #mutualfunds exposure towards #Adani stocks Quant AMC has probably the highest exposure towards Adani group (I don't if they have taken any calls in Jan 2023) Diversify well across different AMCs

Mahesh 🇮🇳

@invest_mutual

2 years

@rooshabh11 IMHO Would be better if index funds/ BAF and arbitrage were left out and pure active equity funds were shown

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Rushabh Desai

@rooshabh11

10 months

A privilege to have a super insightful one on one meeting with the senior leadership team of @AxisMutualFund . L to R - Mr Ashish Gupta (CIO), Mr Shreyash Devalkar (Equity Head), Mr B Gopkumar (CEO), Mr Raghav Iyengar (CBO) & Mr Devang Shah (Debt Head). Axis Mutual Funds Sahi Hai

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Rushabh Desai

@rooshabh11

3 years

To all mutual fund investors panicking over #RBLbank stock being held in their mutual fund portfolios, NO NEED TO PANIC, LET THE FUND MANGERS DO THEIR JOB. They will know much better than you when to buy and sell stocks. You are investing in a basket of stocks and not one.

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