Prajna Capital |
- Tata Balanced Plan
- How Inflation Indexed Bonds (IIBs) work?
- Why should you invest through Mutual Funds?
| Posted: 07 Jun 2013 02:23 AM PDT Invest In Tax Saving Mutual Funds Online Call 0 94 8300 8300 (India)
This fund maintains a high equity allocation, which goes as high as 74 per cent on most occasions. The fund manager follows a multi-cap approach when investing in stocks, with mid- and small-cap exposure above 40 per cent. The blend of mid-cap stocks but non-concentrated holdings in sectors makes this fund aggressive. It also actively manages the equity-debt allocation and closely sticks to the allocation. The fund manager does not take concentrated exposure in stocks or sectors. Individual sectors rarely cross 12-13 per cent of the portfolio and in case of stocks the allocation is rarely above 5 per cent. The debt allocation is conservative, but is actively managed in quality papers and highly-rated securities.
Performance
This fund is the most disciplined in the category and sticks closest to its equity-debt ratio with an average 74 per cent equity exposure. In the past three years, the allocation has been between 72 and 76 per cent with just 3 per cent range, which was least in the category.
The fund was resilient during the market downturn of 2011 when it had a fall of 12.02 per cent compared to the 15.98 per cent fall in the category average returns. Currently, healthcare and FMCG have also been among its dominant sectors, which has aided the performance. Consistent investments in quality large-cap stocks such as L&T, Infosys, Reliance, SBI, BHEL, M&M, HUL, ICICI and Crompton Greaves reflects in the performance.
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 )
------------------ Best Performing Mutual Funds
|
| How Inflation Indexed Bonds (IIBs) work? Posted: 07 Jun 2013 01:55 AM PDT Invest In Tax Saving Mutual Funds Online Call 0 94 8300 8300 (India) For example, a Rs 100 bond carries a coupon rate of 8 percent. If annual inflation is pegged at 10%, the face value of the bond will increase to Rs.110. At the same time, the interest payment will also increase to 8.8 percent, providing investors protection against inflation on principal and interest both. 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 )
------------------ Best Performing Mutual Funds
|
| Why should you invest through Mutual Funds? Posted: 06 Jun 2013 11:24 PM PDT Invest In Tax Saving Mutual Funds Online Call 0 94 8300 8300 (India)
Firstly, we are not all investment professionals. We go to a doctor when we need medical advice or a lawyer for legal guidance, similarly mutual funds are investment vehicles managed by professional fund managers. And unless you rate highly on the Investment IQ Quiz, we recommend you use this option for investing. Mutual funds are like professional money managers, however a key factor in their favour is that they are more regulated and hence offer investors the ability to analyse and evaluate their track record. |
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