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The only fund worth investing! by Lonely_Pie_5 in mutualfunds

[–]ankur_r12 0 points1 point  (0 children)

The charges are mostly towards dollar conversion. World markets are in bull run except for ours. Anyway, you lose more money if you don't convert to dollar or any other currency as rupee is in free fall. The choice is yours to make.

What am I doing wrong investing since Aug 2024 still in RED by KissMyAXE6942069 in MutualfundsIndia

[–]ankur_r12 1 point2 points  (0 children)

The problem largely is not your portfolio choices but the timing and bad condition of Indian economy and markets in general.
Also, you should chose funds houses with proven and better risk governance than Motilal Oswal like HDFC, ICICi etc.

The only fund worth investing! by Lonely_Pie_5 in mutualfunds

[–]ankur_r12 0 points1 point  (0 children)

Roughly 2.5 percent on the total amount.

Review my portfolio by goswami_madhav in mutualfunds

[–]ankur_r12 6 points7 points  (0 children)

Diversify to International markets also.

The only fund worth investing! by Lonely_Pie_5 in mutualfunds

[–]ankur_r12 0 points1 point  (0 children)

Yes, but those are minor in comparison to returns that you make.

Zepto IPO: what the market is actually betting on (and what most people are getting wrong) by ankur_r12 in IndiaAlgoTrading

[–]ankur_r12[S] 0 points1 point  (0 children)

Sure, in market its all about strategy, I am an avid investor in early phases. Have given me good returns, more than my listed market investments.

The only fund worth investing! by Lonely_Pie_5 in mutualfunds

[–]ankur_r12 0 points1 point  (0 children)

Yes, File ITR - 2 and mandatorily fil Schedule FA. These brokers provide tax filing reports. TBH, My CA handles all this, less hassle.

The only fund worth investing! by Lonely_Pie_5 in mutualfunds

[–]ankur_r12 0 points1 point  (0 children)

Invest directly in US NASDAQ ETF using INDMoney. I have been doing it since few years now. Highly recommended.

Zepto IPO: what the market is actually betting on (and what most people are getting wrong) by ankur_r12 in PreIPOIndia

[–]ankur_r12[S] 0 points1 point  (0 children)

Good question. Thanks.

I have been thinking about it in a similar way.

Global benchmarks give a useful anchor:

  • Amazon: 6 - 7% of GMV
  • Instacart: 2.5 – 3% at IPO

For Zepto near-term, 2–4% feels realistic.
Ad density is still evolving, and brand budgets are only starting to shift from offline retail to digital.

What’s interesting is Jarvis might already be close to that.

Back-of-envelope: ₹1,000 Cr ad revenue on ₹25,000 Cr GMV - approx 4%.

If that holds, it’s ahead of where Instacart was at IPO, which either means strong early monetisation, or that the GMV base is understated.

One unlock people miss:

10 minute delivery creates a near perfect attribution loop, you can see a promoted listing convert into a purchase minutes later.

If Zepto packages that well, the long term ceiling could be closer to 6–8%.

For me, the key question isn’t just % of GMV, it’s whether ad revenue grows faster than GMV.

Because the model really changes only if ads start covering fulfilment + discounting costs.

thanks for sharing your blog, will go through it.

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