Name : Niranjan Avasthi | City : Mumbai |
ARN NO : Edelweiss AMC | Date : 26 Jan 2018 |
Comments : |
...2
3. In past couple of funds were launch on IPO theme, these fund had to be closed as the strategy was to invest in IPOs for listing gains and when IPO market dried up the fund had to be closed. Edelweiss Maiden Opportunities is not playing on this strategy. The universe in which the fund will be investing is already ready (recently listed companies).
4. There are few companies which have got listed and are trading at extreme valuations, such companies will be filtered as the FM will follow a bottom up approach in which valuation (PE to Growth) is one of the key factor. |
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Name : Niranjan Avasthi | City : Mumbai |
ARN NO : Edelweiss AMC | Date : 26 Jan 2018 |
Comments : |
Thank You all for watching the video and coming up with some interesting questions. Have tried to address and answer few of them.
1. Edelweiss Maiden Opportunities Fund is not a fund which will invest in IPOs for listing gains. The fund will invest in companies which have got listed in last 3 years and new listing which will happen during the tenure of the fund. The FM will select unique ideas and quality companies from this universe with an aim to capture upside in next 2 to 3 years.
2. The main strategy is to invest in unique sectors that have got introduced in the market in recent past amidst robust IPO activity. For eq. Diagnostic, Insurance, Asset Management, Retailing, Staffing solution, etc.. This fund will have sizeable exposure to such unique stocks and sectors. Many investors exit IPOs immediately after listing and miss out on the real potential, which this fund will aim to capture by staying invested for longer period.
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Name : Sanjay Mittal | City : Ahmedabad |
ARN NO : Sanjay Mittal | Date : 25 Jan 2018 |
Comments : |
Tata came out in past with same sort of fund, I believe.
I am not sure whether it exists or not even!!!!!
Subscribe???? I doubt...... |
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Name : ABHIJIT PARIK | City : AURANGABAD |
ARN NO : 149745 | Date : 25 Jan 2018 |
Comments : |
In an IPO every company tries to price its equity at Heavy Premium. So Investors investing in such NFOs will be loaded with Heavy Valued Equities, in all Creating Bad Investor Experience. Seasoned AMCs avoid such mishap, hope Good AMCs dont join drunk and Invest Theory !!!!! |
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Name : pandharinath prabhurajivadekar | City : kolhapur |
ARN NO : 12746 | Date : 25 Jan 2018 |
Comments : |
Its nothing new . UTI had fund called Primary Equity fund 25 years back investing only in IPO equity. It was open ended fund. and they had to merge it in other scheme once IPO euphoria had died down. This is opportunistic marketing |
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Name : Alagappan | City : Chennai |
ARN NO : Alagappan | Date : 25 Jan 2018 |
Comments : |
I saw the video it was good but I feel this kind of IPO has come previously one from Stan C Mf called enterprise Equity fund but did not do well with the same concept, and those days IPO was fruitful to the investors applied got allotment sold on listing still made money now those days are gone today’s date we are not getting allotment even Incase the allotment is done for only 1 min lot as a retail the hni quota is still worse the over subscription is more than 100 times for a good issue not worthwhile for the interest and allotment ratio so coming to the Mf side for applying ipo they will get allotment in anchor investors quota only after allotment they need to pay and they can sell after 1 months time applying for this time of market 11000 + nifty is too risk with a 3 yr time frame since most co want to utilize this Mkt condition to take more money from the investors also be cousitius before suggesting or investing |
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