SMS EQUITY MASTER

  It’s April 2025, and you are probably glancing at your investments, wondering if they still fit the plan. Markets have been jumping around - Nifty’s near 23,500 after a rollercoaster 2024 - and with talk of U.S. tariff  in the air, things feel a bit unsteady. Maybe you’re asking yourself if your portfolio’s still on the right path. This is where portfolio rebalancing  becomes useful. Let’s break down what portfolio rebalancing is, why it’s worth considering now, and some portfolio rebalancing strategies you might try to keep things steady this year.

09th April 2025 -RBI’s MPC  The RBI’s MPC(Monetary Policy Committee) opted to reduce the repo rate by 25 bps for the second consecutive time to 6.0% and changed the stance from neutral to accommodative with a 6:0 majority. Sustainable economic growth along with stable prices occupied top priority for the central bank amid uncertainty resulting from recent tariff-related measures.  ➢ Key highlights of RBI policy outcome:- Repo rate reduced by 25 bps to 6.0% The MPC (voted 6:0) has reduced the repo rate to 6.0% from 6.25%. Marginal Standing Facility (MSF) and SDF (Standing Deposit Facility) are also changed to 6.25% and 5.75% respectively. FY26 Real GDP growth forecast revised to 6.5% The RBI has lowered the real GDP growth forecast for FY26 to 6.5% from the previous 6.7%. Real GDP growth in 1QFY26/2QFY26/3QFY26/4QFY26 is projected at 6.5%/6.7%/6.6%/6.3% respectively. Agricultural yields are expected to remain strong with expectations of healthy rainfall and reservoir levels. In...

 Blog3 Title: Why did I choose ETF not Mutual fund ... What is ETF ? ETF is called EXCHANGE TRADED FUND where first developed in 1990’s. It is the fund that trade on exchanges, generally tracking a specific Index. We can get a bundle of assets. For buying ETF’s we need DEMAT ACCOUNT. It indirectly means buying a stock. We find more liquidity and during market hours we can buy and sell ETF’s. For example Nifty 50 ETF tracks the composition of the Nifty50 Index. ETFs are popular with investors for a number of reasons, but investors often find the lower operating expenses most appealing. Most ETFs have low expenses compared to actively managed mutual funds. ETF expenses are usually stated in terms of a fund’s OER. With ETF Keep in mind, the smaller your investment and the more frequently you trade, the more impact these commissions will have on your bottom line. The fund company doesn’t have to process your order; doesn’t have to mail you the same documents; and doesn’t have to go int...

 Blog2 Title: My first step towards my stock market journey My Demat account has been opened for trading... My investment portfolio was empty. I was completely blank but excited though ... One thing I was very strong. I am an investor, that may be a long term or short term goal. Yes I take very reasonable risk. This gave me a clear mind set to step forward towards my successful journey. I searched for companies to invest with no fundamental and technical knowledge. Google advised me to check PE, ROCE, ROE along with primary support and resistance before buying a stock. what are these!!!, I wondered and became tired within few days. I was like walking in a beach wishing to swim in an ocean without knowing how to swim. Just started enjoying the breeze of the market . Three whole months passed, I didn’t find any business /company/stock. I came across ETF and Mutual fund The bell rang behind my head saying go lady go search about ETF and mutual fund. My first step into the water, made ...

 Title: Be your own stock broker I am fully  into stock market since 2020.  I watch news everyday that’s my biggest plus. Market reacts for news and will be calm in reality , I find so hard understanding bull and bear rally ...I started reading lot of stock market based books every day . My mind was full of charts and analysis .I started running behind charts ... chasing the charts I found lot of break out stocks and started earning but I am not happy with that money. I myself asked why do I chase numbers . what did I understand behind those numbers . Earning money without understanding the basics of something doesn’t work for me . I again started from the beginning... understanding the companies instead of stocks, this made me explore lot of companies around me . I stared noticing simple products around me, The notebook I write is ITC , the pen I use is Doms, the car I drive is TATA , the stove I use is Prestige .. I found my market around me .I started reading about my ...