Prajna Capital |
- Change in fund manager of Tata Fixed Tenure Fund and Tata Capital Protection Oriented Fund
- How to invest in Debt Mutual Funds for a short period
- BNP Paribas Midcap Fund
| Change in fund manager of Tata Fixed Tenure Fund and Tata Capital Protection Oriented Fund Posted: 25 Sep 2013 06:45 AM PDT Invest In Tax Saving Mutual Funds Online Call 0 94 8300 8300 (India)
Tata Mutual Fund designated Rupesh Patel as the fund manager of Tata Fixed Tenure Fund Series- 2 Scheme A and B (equity portfolio), and Tata Capital Protection oriented Fund- 1 and 2 (equity portfolio). The Fixed tenure fund was earlier managed by Pradeep Gokhale, while the Capital Protection Oriented Fund was managed by Thomas Priju.
The change will be effective from September 1, 2013.
Patel also manages Tata Dividend Yield Fund and co-manages Tata Equity Opportunities Fund and Tata Offshore India Opportunities 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
|
| How to invest in Debt Mutual Funds for a short period Posted: 25 Sep 2013 04:43 AM PDT Invest In Tax Saving Mutual Funds Online Call 0 94 8300 8300 (India)
THERE has been a rise in the returns by liquid funds and ultra short-term funds in recent times as the interest rate on short-term borrowings have spiked. The question for investors is the manner in which they should be looking at this situation and how they can actually go about the process of investing for the short term, as there are various options that are available for them. A look at the conditions and the features that are present here would give a better picture as to how the entire situation is shaping up for investors.
Reason for investment:
When it comes to various debt mutual funds, the time period available for investment plays an important role. For money that has to be deployed for a very short period of time, which could just be a few weeks to a few months, then the choice has to be between liquid funds and ultra short-term funds. If the time period is very short then the preference should tilt towards liquid funds and vice versa. Once the nature of the fund is selected then investors have to look closely at the liquid funds and then see the kind of portfolio that they have. The idea behind a liquid fund is that they look at very short-term instruments so that investors can match their time horizon with the investment that they are choosing. Looking at performance: There are various ways in which investors look at the performance of funds and how they have fared in the past before they actually complete their investment. The usual way to consider past performances is to see the position over a longer time frame because this will give a better picture that will take a longer period into consideration when varying market conditions would be present on the ground. However, the situation has to change when it comes to liquid funds because a longer time frame here might not give the right picture. Since this is a very short-term investment route, it is the actual performances over short time periods that become important for the investor.
Short spikes: One of the main features of liquid funds is that the returns that are earned here need not be proportional. This is due to the fact that the short-term money market does not behave in a linear manner over a period of time and hence, there is a need for the individual to look at this specific condition. In case of adequate liquidity in these markets, then the rates could crash, leading to a short time when the overall returns for these funds are very low. On the other hand, the spike in the rates to very high levels for short time periods can also mean a sharp rise in the earnings, which is a good thing for investors who want to invest during this time period. Overall performance of these funds is difficult to predict because there can be sudden changes that are witnessed in the shortterm market. What individuals have to ensure is that they have the right reason for investing in these funds. There should not be any great expectation in terms of extremely high returns because the money here is just being kept for a short period of time. The other thing is that there has to be a clear understanding of the risk that is present in such investments which is that returns can drop significantly for a very short period of time. 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: 25 Sep 2013 03:38 AM PDT Invest In Tax Saving Mutual Funds Online Call 0 94 8300 8300 (India)
The fund aims to invest primarily in companies with high growth opportunities in the middle and small capitilisation segment, called 'future leaders'. These companies have been defined as those which have a market capitalisation below that of the 99th stock in the BSE 500 Index and which may or may not be a constituent of the index. The universe also includes IPOs conforming to the criteria.
Further, the fund takes cash calls only under special circumstances.
Performance
The small cap bets that have worked for the fund include Lupin, Federal Bank and South Indian Bank. But there have been more misses than hits in the small cap category. Though when it comes to mid caps most of the fund's convictions have been proved right. Castrol India, Oriental Bank of Commerce and Union Bank of India are some of the stocks in this space that have brought money for the fund. Previously, its investments in a single mid or small cap stock used to go as high as 13 per cent but in the last 3 years it has been capped at 7 per cent.
The fund in recent years has been upbeat on construction, engineering, financial and services sector which account for over 50 per cent of the portfolio.
Why invest? Its turnaround makes it a compelling pick despite being a small fund with less than R50 crore assets. It offers a blend of opportunity with a focus on profitable bets in each segment. 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
|
| You are subscribed to email updates from Prajna Capital - An Investment Guide To stop receiving these emails, you may unsubscribe now. | Email delivery powered by Google |
| Google Inc., 20 West Kinzie, Chicago IL USA 60610 | |
No comments:
Post a Comment