Prajna Capital |
- HDFC Capital Protection Fund - Series
- L&T India Special Situations Fund - Invest Online
- IDFC Arbitrage Fund Dividend, IDFC Arbitrage Plus Fund Dividend, IDFC Asset Allocation Dividend
| HDFC Capital Protection Fund - Series Posted: 24 Jun 2014 05:21 AM PDT Download Tax Saving Mutual Fund Application Forms Invest In Tax Saving Mutual Funds Online Leave a missed Call on 94 8300 8300
HDFC Capital Protection Fund - Series II - 36M June 2014"- NFO for your reference and consideration.
For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call
Leave a missed Call on 94 8300 8300
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 Any Fund Application Forms ---------------------------------------------
Best Performing Mutual Funds
B. Large and Midcap Funds Invest Online
C. Mid and SmallCap Funds Invest Online
D. Small and MicroCap Funds Invest Online
E. Sector Funds Invest Online
F. Tax Saver Mutual Funds Invest Online 1. ICICI Prudential Tax Plan 2. HDFC Taxsaver
G. Gold Mutual Funds Invest Online
H. International funds Invest Online 1. Birla Sun Life International Equity Plan A 2. DSP BlackRock US Flexible Equity 3. FT India Feeder Franklin US Opportunities 4. ICICI Prudential US Bluechip Equity 5. Motilal Oswal MOSt Shares NASDAQ-100 ETF | ||||||||||||
| L&T India Special Situations Fund - Invest Online Posted: 24 Jun 2014 04:10 AM PDT Download Tax Saving Mutual Fund Application Forms Invest In Tax Saving Mutual Funds Online Leave a missed Call on 94 8300 8300
L&T India Special Situations Fund
Investment Objective
The scheme aims to invest in undervalued companies for long term investment with key theme focus being 'Special Situations' - these are situations that are out-of-the-ordinary and which therefore present interesting stock picking opportunities.
Analysis
The stated idea behind this fund (which was launched as Fidelity Special Situations before it was acquired by L&T), as is indicated by its name, is that it will invest in funds that are "out-of-the-ordinary and which therefore present interesting stock picking opportunities." In practice, the name refers to potential turnaround situations, under valuations due to some unusual or less understood factors, possible M&A targets and such. However, in the portfolio it actually runs, it's hard to clearly link individual stocks to specific special situations.
In terms of capitalisation, this is a multi-cap fund, which is well-managed and has risen heads and shoulders above most of its peers. Since launch, it has failed to beat its benchmark in only two of the seven years and has built a healthy cumulative advantage of 22 per cent over it in this period. Not just that, since March 2009 (when the global financial crisis was coming to a close), it has steadily built up this advantage through good times and bad.
This constant improvement shows up nicely in its Value Research Star Rating. While its lifetime average rating is 3.26, it's two year average is 4.05 and one year average 4.34. While once the fund used to wander between 3 and 4 stars, it is now a definite part of the 4 and 5 star constellation.
In terms of portfolio strategy, large cap stays in the 50 per cents, mid cap in the 20s and 30s and the rest for small caps. However, during 2011 to early 2013, it was lower in midcaps, first as a result of bias to small-caps and then for large caps.
This corresponds to the period that it was surging against the benchmark. "While there is no style bias for managing this fund, typically one could expect to see a large portion of portfolio invested in undervalued or contra bets. There are no hard limits and allocation to different segments of the market is purely an outcome of bottom-up stock picking. However, from a risk management perspective, we typically look to restrict mid and small cap exposure within 50 per cent.
For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call
Leave a missed Call on 94 8300 8300
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 Any Fund Application Forms ---------------------------------------------
Best Performing Mutual Funds
B. Large and Midcap Funds Invest Online
C. Mid and SmallCap Funds Invest Online
D. Small and MicroCap Funds Invest Online
E. Sector Funds Invest Online
F. Tax Saver Mutual Funds Invest Online 1. ICICI Prudential Tax Plan 2. HDFC Taxsaver
G. Gold Mutual Funds Invest Online
H. International funds Invest Online 1. Birla Sun Life International Equity Plan A 2. DSP BlackRock US Flexible Equity 3. FT India Feeder Franklin US Opportunities 4. ICICI Prudential US Bluechip Equity 5. Motilal Oswal MOSt Shares NASDAQ-100 ETF | ||||||||||||
| IDFC Arbitrage Fund Dividend, IDFC Arbitrage Plus Fund Dividend, IDFC Asset Allocation Dividend Posted: 23 Jun 2014 08:37 PM PDT Download Tax Saving Mutual Fund Application Forms Invest In Tax Saving Mutual Funds Online Leave a missed Call on 94 8300 8300
Declaration of Dividend in IDFC Arbitrage Fund, IDFC Arbitrage Plus Fund & IDFC Asset Allocation Schemes.The Record Date as Friday, June 27, 2014
For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call
Leave a missed Call on 94 8300 8300
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 Any Fund Application Forms ---------------------------------------------
Best Performing Mutual Funds
B. Large and Midcap Funds Invest Online
C. Mid and SmallCap Funds Invest Online
D. Small and MicroCap Funds Invest Online
E. Sector Funds Invest Online
F. Tax Saver Mutual Funds Invest Online 1. ICICI Prudential Tax Plan 2. HDFC Taxsaver
G. Gold Mutual Funds Invest Online
H. International funds Invest Online 1. Birla Sun Life International Equity Plan A 2. DSP BlackRock US Flexible Equity 3. FT India Feeder Franklin US Opportunities 4. ICICI Prudential US Bluechip Equity 5. Motilal Oswal MOSt Shares NASDAQ-100 ETF |
| 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