1. Reliance Japan Equity Fund is a another international fund to diversify our portfolio.
2. You already read my earlier recommendation about Mirae Asset China Advantage Fund - Regular Plan (Dividend) which is a fund of fund.
3. Most of international mutual funds are fund of fund ( fund of fund means a mutual fund which hold units of another funds), but Reliance Japan Equity Fund is directly invest in Japanese stocks here is the situation of Reliance Japan Equity Fund portfolio as on 30 Sept 2015
| Stocks | % |
| SEVEN & I HLDG ORD | 3.61 |
| MITSUI FUDOSAN ORD | 3.49 |
| NTT DATA ORD | 3.47 |
| NTT ORD | 3.39 |
| BRIDGESTONE CORP | 3.35 |
| SUNTORY BEVERAGE AND FOOD LTD | 3.33 |
| ORIX ORD | 3.31 |
| TOYOTA MOTOR CORP | 3.28 |
| DAIWA HOUSE ORD | 3.27 |
| DENTSU ORD | 3.27 |
| JX HOLDINGS ORD | 3.24 |
| EAST JAPAN RY ORD | 3.22 |
| HITACHI ORD | 3.21 |
| MITSUB UFJ FG ORD | 3.2 |
| MITSUBISHI HEAVY ORD | 3.19 |
| CANON INC | 3.17 |
| Kubota Corp | 3.15 |
| MS&AD INSURANCE ORD | 3.14 |
| NOMURA HOLDINGS ORD | 3.13 |
| SUMITOMO ELEC ORD | 3.13 |
| DENSO CORP | 3.12 |
| Fast Retailing Co Ltd | 3.11 |
| PANASONIC CORPORATION | 3.09 |
| TOKYO GAS ORD | 3.09 |
| MITSUBISHI ORD | 3.09 |
| MITSUB CHEM HLDG ORD | 3.09 |
| Omron Corporation Ord | 3.06 |
| NP STL & SMTM ML ORD | 3.01 |
| JAPAN TOBACCO ORD | 3 |
| NSK Limited | 2.98 |
4. Generally I like to invest in international funds because in Indian market I directly hold Indian securities and if I hold international mutual funds then it make my investment more diversified and more safe because if Indian market fall then I get liquidity from my international holdings.
5. This is the reason that I am also continue a INR 500 per month SIP in Reliance Japan Equity Fund (D) and a INR 1000 per month SIP in Mirae Asset China Advantage Fund - Regular Plan (Dividend)
6. Choose Dividend plan and dividend reinvestment option for getting a long term worth,New readers please read this link for more understanding about this concept here
7. If any reader like to invest in growth fund (not recommended) then do not forget to book profit in my method read details here
10. Discloser:- Author is not a registered mutual fund adviser but I Mahesh Chander Kaushik author of this research report is an existing research analyst and passed NISM certification for research analysts. I am also registered under SEBI(RESEARCH ANALYSTS) REGULATIONS, 2014 ( SEBI Registration Number INH 100000908 ) hereby disclose about my financial interest in the subject company and the nature of such financial interest:- 1 I am personally hold units of reliance japan fund and Mirae Asset China Advantage Fund and continue SIP in these funds so my personal interest is included in both of fund. 2. Me and my associates or relatives have not any actual/beneficial ownership of one percent or more securities of the subject company ( reliance japan fund and Mirae Asset China Advantage Fund ). 3. Me and my associates or relatives have not any other material conflict of interest at the time of publication of the research report. 4. Me and my associates or relatives have not not received any type of compensation from the subject company( reliance japan fund and Mirae Asset China Advantage Fund ) in the past twelve months. 5. I am not served as an officer, director or employee of the subject company(reliance japan fund and Mirae Asset China Advantage Fund ). 6. I have been not engaged in market making activity for the subject company( reliance japan fund and Mirae Asset China Advantage Fund )
10 comments:
Hi Mahesh,
Which dividend reinvestment is best whether direct plan or regular plan? please clarify.
Hi Mahesh,
Direct dividend reinvestment or regular dividend reinvestment, which one is better?
Respected man
Direct plan mean if you invest directly without any broker or AMC
and regular plan mean if you invest through AMC
So both plans are same if you invest direct then choose direct plan and if you invest through other AMC then choose regular plan
Regards
Hi Mahesh,
Thank you for quick reply. I heard dividend paying frequency is less in direct plan. Thats why have a confusion regarding which dividend reinvestment to select.please clarify.which will give more profit in long term.
Hi,
When I see your recommendation, U mentioned Regular plan in all your suggestions.So got confused which one select before investing.
Select Regular plan.
regards
Hello Sir
Plz give 2 or 3 example of book profit of MF SIP.
please wait when I have some spare time I make a sheet of such example
HI Mahesh,
Can I invest lumpsum amount like 10000 in this fund now. Need your advice on this.
If you daily check NAV and worried on every fall then No
If you make a dividend reinvestment and not check NAV for years then Yes
SIP is always win over lumsum amount
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