Tuesday, December 18, 2012

Prajna Capital

Prajna Capital


Review of DWS Tax Saving Fund

Posted: 18 Dec 2012 03:55 AM PST

Aim: Without no market cap or sector bias, investment will be in companies that have a superior growth potential and sound business model

Performance Driver: Aggressive stance, though now more diversified with a higher large-cap exposure

Why Invest? It has bouts of chart-topping performances and at other times does beat the category average

Flipside: The fund has seen a turnaround in performance only from 2007 and doesn't protect the downside well

Invest if: You are willing to get aggressive on equity while taking the tax benefit  

 

LnT Tax Saver Fund

Posted: 18 Dec 2012 03:40 AM PST

 
 
 
Investment Details
Basics
Min Investment (Rs) 500
Subsequent Investment (Rs) 500
Min Withdrawal (Rs) 500
Min Balance --
Pricing Method Forward
Purchase Cut-off Time (hrs) 15
Redemption Cut-off Time (hrs) 15
Redemption Time (days) 3
Lock-in --
Cheque Writing --
Systematic Investment Plan
SIP Yes
Initial Investment (Rs) --
Additional Investment (Rs) 500
No of Cheques 5
Note
--

Review of Union KBC Taxsaver

Posted: 18 Dec 2012 02:11 AM PST

 
 
 

Aim:
Invest in medium and large sized high growth companies with competitive advantages and financial strength

Performance Driver:
Concentrated exposure to fewer sectors; large-cap orientation has achieved growth during rallies and checked on downside during falls

Why Invest?
The buy-and-hold strategy and low portfolio turnover is a good long-term investment with tax benefits

Flipside:
The fund's few contrarian bets may impact short-term performance

Invest if:
You are looking for tax deductions on investments with equity exposure but low risk tolerance

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