Prajna Capital |
- Aviva Life new scheme - Aviva Dhan Samruddhi
- Overseas focused Mutual Fund plans
- EQUITY LINKED SAVINGS SCHEME (ELSS) - Tax Saving
| Aviva Life new scheme - Aviva Dhan Samruddhi Posted: 01 Dec 2012 11:02 PM PST Aviva Life Insurance on Tuesday announced the launch of a traditional money back plan with guaranteed returns christened as Aviva Dhan Samruddhi. Happy Investing!! We can help. Call 0 94 8300 8300 (India) Leave your comment with mail ID and we will answer them OR You can write back to us at PrajnaCapital [at] Gmail [dot] Com
--------------------------------------------- Invest in Tax Saving Mutual Funds ( ELSS Mutual Funds ) to upto Rs 1 lakh and Save tax under Section 80C.
Invest Tax Saving Mutual Funds Online Tax Saving Mutual Funds Online These links can be used to Purchase Mutual Funds Online that are regular also (Investment, non-tax saving)
Download Tax Saving Mutual Fund Application Forms from all AMCs Download Tax Saving Mutual Fund Applications
These Application Forms can be used for buying regular mutual funds also
Some of the best Tax Saving Mutual Funds available ( ELSS Mutual Funds )
Invest in Tax Saving Mutual Funds Download Any Application Forms Buy Mutual Funds Online Invest Online Buy Gold Mutual Funds Invest Now  |
| Overseas focused Mutual Fund plans Posted: 01 Dec 2012 05:38 PM PST 3-year CAGR higher than average domestic equity market return WITH the rise in domestic equity market indices, global schemes of domestic mutual funds have began lagging behind in short-term performance, in the one-year period, even as they continue to outperform in longer term, in the three-year period. An FC Research Bureau analysis of 16 global equity schemes with a minimum three-year track record, including global equity fund of fund (FoF) schemes, revealed the average of their compound annual growth rate (CAGR) of three-year returns, at 5.30 per cent to be higher than the corresponding CAGR of 4.04 per cent by domestic equity market benchmark index, S&P CNX Nifty. The median of the CAGR of the threeyear returns of the 14 analysed global schemes was even higher at 5.67 per cent. The analysis was based on their net asset values of November 15 and included only those global equity Pinaki Paul schemes of domestic mutual funds that were benchmarked to international indices but excluded a couple having MSCI (India) Index as their benchmark. The universe included two gold FoF schemes that were indirectly invested in the shares of gold and precious metal mining companies. On one-year performance, 26 global equity schemes with a minimum one-year track record were analysed, and the average of their one-year returns was a poor 5.01 per cent, which was lower than corresponding Nifty's 11.07 per cent return. The median of their one-year returns was higher at 7.53 per cent. But, given the investment challenges and widely-varying expense ratios of global schemes of domestic mutual funds, there was a wide variance not only between the best and the worst performers, but also among schemes having the same international index as their benchmark. For instance, four global schemes had MSCI World Index as their benchmark and the CAGR of their one year returns varied from Principal Global Opportunities Fund's 8.27 per cent to Birla Sun Life CEF-Global MCP's 1.43 per cent, with DWS Global Thematic Offshore Fund and ING Global Commodities Fund being in between with CAGRs of 5.28 per cent and 3.05 per cent, respectively. On their one-year returns, the variance was even worse with Principal GOF giving the highest return of 11.65 per cent and Birla SL CEF-GM giving the lowest at a negative 1.90 per cent. Interestingly, two differently benchmarked global schemes, but having the same theme, gave returns close to each other. DSP BR World Agriculture Fund, benchmarked to DAX Global Agribusiness Index, gave a one-year return of 7.28 per cent and Birla Sun Life CEF-Global Agri Plan, benchmarked to S&P Global Agribusiness Index, gave a one-year return of 7.53 per cent. Happy Investing!! We can help. Call 0 94 8300 8300 (India) Leave your comment with mail ID and we will answer them OR You can write back to us at PrajnaCapital [at] Gmail [dot] Com
--------------------------------------------- Invest in Tax Saving Mutual Funds ( ELSS Mutual Funds ) to upto Rs 1 lakh and Save tax under Section 80C.
Invest Tax Saving Mutual Funds Online Tax Saving Mutual Funds Online These links can be used to Purchase Mutual Funds Online that are regular also (Investment, non-tax saving)
Download Tax Saving Mutual Fund Application Forms from all AMCs Download Tax Saving Mutual Fund Applications
These Application Forms can be used for buying regular mutual funds also
Some of the best Tax Saving Mutual Funds available ( ELSS Mutual Funds )
Invest in Tax Saving Mutual Funds Download Any Application Forms Buy Mutual Funds Online Invest Online Buy Gold Mutual Funds Invest Now  |
| EQUITY LINKED SAVINGS SCHEME (ELSS) - Tax Saving Posted: 01 Dec 2012 07:49 AM PST These tax saving mutual fund schemes do carry an embedded market risk and calls for investor prudence before making an investment decision. However, their returns are equally rewarding and tax free in the hands of the investor. As ELSS has a mandatory lock-in period of three years, they are positioned as long-term equity assets and thus returns are taxfree in the hands of the investor. And though these schemes mandate a threeyear lock-in period, investors are likely to be better off if they continue to stay invested for a longer term as equities generate best returns over a longer time frame. For instance, on an average, ELSS category of funds has returned about 22% compounded (CAGR) returns per annum over the past 10 year period. Some of the better performing schemes in this category include Canara Robeco Equity Tax Saver, Fidelity Tax Advantage and HDFC Taxsaver for investors to choose from. Some of the best Tax Saving Mutual Funds available ( ELSS Mutual Funds )
---------------------------------------- Happy Investing!!
We can help. Call 0 94 8300 8300 (India)
Leave your comment with mail ID and we will answer them OR You can write back to us at PrajnaCapital [at] Gmail [dot] Com --------------------------------------------- Invest Mutual Funds Online Download Mutual Fund Application Forms from all AMCs Download Mutual Fund Application Forms Best Performing Mutual Funds
Invest in Tax Saving Mutual Funds Download Any Application Forms Buy Mutual Funds Online Invest Online Buy Gold Mutual Funds Invest Now  |
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