| Taurus Tax Shield Posted: 22 Dec 2012 11:14 PM PST |
| Sundaram Tax Saver Applcation Form Posted: 22 Dec 2012 10:44 PM PST | Investment Details | |  | | Basics | | | Min Investment (Rs) | | 500 | | | | Subsequent Investment (Rs) | | 500 | | | | Min Withdrawal (Rs) | | 500 | | | | Min Balance (Rs) | | 500 | | | | Pricing Method | | Forward | | | | Purchase Cut-off Time (hrs) | | 15 | | | | Redemption Cut-off Time (hrs) | | 15 | | | | Redemption Time (days) | | 3 | | | | Lock-in | | 1095 days | | | | Cheque Writing | | -- | | | | | | Systematic Investment Plan | | | SIP | | | Yes | | | Initial Investment (Rs) | | | 500 | | | Additional Investment (Rs) | | | 250 | | | No of Cheques | | | 6 | | | Note | | | | | | For Quarterly SIP, minimum amount of Rs. 750 is required. | | | | | | Systematic Withdrawal Plan | | | Initial Investment (Rs) | | -- | | | | Min SWP withdrawal (Rs) | | -- | |
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 | | | | | Transfers | | | Swap | | Yes | | | | Note | | | The inter-schmes transfers take place at the prevailing sale price. | | | Switch Over Cut-off Time | | 15 | | | | STP | | Yes | |  |
| Review of LIC NOMURA MF Tax Plan Posted: 22 Dec 2012 09:47 PM PST |
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