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- Mutual Fund STPs Help to Streamline Lump Sum Investments
- UTI Mastershare
- Reliance Regular Savings Balanced Fund Quarterly Dividend Payout option
| Mutual Fund STPs Help to Streamline Lump Sum Investments Posted: 01 Jul 2013 06:45 AM PDT Invest In Tax Saving Mutual Funds Online Call 0 94 8300 8300 (India)
Systematic transfer plans cut risks associated with deploying huge funds in one shot
STP is also used to reduce exposure to a risky asset. For example, an investor who is nearing retirement may want to reduce the equity part in the portfolio every year. In this case, he/she can start as STP and shift part of the portfolio every year to a debt fund. At times, mutual fund houses that offer this facility to investors also allow for a pre-determined trigger to be set by the investor for automatic transfer of funds. For example, you set a 15% return as a trigger in your equity fund portfolio. That would be the level at which all gains would be transferred to a debt fund, which is less volatile in nature than the equity fund.
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
|
| Posted: 01 Jul 2013 04:39 AM PDT Invest In Tax Saving Mutual Funds Online Call 0 94 8300 8300 (India)
Performance
This fund has the tendency to hold on to a higher proportion in cash at times, which could result in missed opportunities. The highest that it held to cash was in 2008, when 15 per cent of the portfolio was in cash.
The fund portfolio has 45 stocks, a little higher than the category average of 38. Quality stocks such as HPCL, ITC, Reliance, SBI, Infosys, Tata Global Beverages and BHEL have been in the portfolio for long periods. Along with investments in giant caps, it also has a fairly high allocation to mid caps like SKF India and Sanofi India. Around 30 stocks have been part of the top-5 holdings since its launch which account for 30 per cent of the portfolio which has come down from the earlier 40-45 per cent. Currently, it is overweight on healthcare and construction and underweight on FMCG and financial vis-a-vis the index.
Why invest?
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
|
| Reliance Regular Savings Balanced Fund Quarterly Dividend Payout option Posted: 01 Jul 2013 04:16 AM PDT Invest In Tax Saving Mutual Funds Online Call 0 94 8300 8300 (India)
Reliance Mutual Fund has announced the introduction of Quarterly Dividend Payout option and Quarterly Dividend Reinvestment option in its Regular Savings Balanced Fund's regular and direct plan. The change will be effective from June 19, 2013.
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
|
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