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- Axis Midcap Fund - Invest Online
- ICICI Prudential MIP 25 - Invest Online
- Canara Robeco Monthly Income Plan - Invest Online
| Axis Midcap Fund - Invest Online Posted: 21 Jul 2014 07:16 AM PDT Download Tax Saving Mutual Fund Application Forms Invest In Tax Saving Mutual Funds Online Leave a missed Call on 94 8300 8300
Axis Midcap Fund
This mid-cap fund has stolen the show in its category after being late to arrive on the scene. Launched in the sideways market of early 2011, it is among the top ten funds in its category on a three-year ranking. Its Value Research rating started out at 3 and has recently improved to 5-star. It is however early days yet to gauge its ability to protect against downside risk.
This fund's stock selection strategy is all about finding emerging blue-chips; the mid-cap stocks that are likely to transform into large-caps from its investment universe of about 200 companies. The fund doesn't mind paying higher valuations for companies that have this quality of scalability. Apart from return on equity and return on capital, this fund hunts for companies that can grow at exceptional rates of 20-25 per cent CAGR.
The market cap allocations since launch show that the fund has focused most of its energies on mid-cap stocks, making up for 55-70 per cent of the portfolio. Small-caps too have been sizeable, at 28-34 per cent in the last two years, with positions in large-cap stocks being minuscule at sub-10 per cent levels.
Says Pankaj Murarka, fund manager; "We firmly believe that in a high growth cycle, companies moving from mid-cap to large-cap can create enough value to shareholders and that is what we look for while identifying mid-cap companies. As investing in mid-cap has its unique risks, we try to focus more on larger mid-cap companies."
The fund's trailing returns make for good reading, with a healthy out-performance of both the category and benchmark over 3-month, 6-month, 1-year and 3-year time frames. Cumulatively, over a three year period, the fund has outpaced its benchmark by a good 13.8 per cent on a CAGR basis. While this fund has been a top ranker since its launch, its one-year return of about 44 per cent places it at the middle of the mid-cap category. While this return is by no means low, the fund's steadfast growth focus seems to have led it to trail value-oriented funds in this market move.
For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call
Leave a missed Call on 94 8300 8300
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--------------------------------------------- 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 |
| ICICI Prudential MIP 25 - Invest Online Posted: 21 Jul 2014 05:07 AM PDT Download Tax Saving Mutual Fund Application Forms Invest In Tax Saving Mutual Funds Online Leave a missed Call on 94 8300 8300
ICICI Prudential MIP 25 (CRISIL Rank 2) This scheme was launched March 2004. Please see the chart below for the one, two, three and five years annualized returns from this scheme.
The minimum investment in the scheme is Rs 5,000. The asset allocation of the portfolio is 24% equity, 72% debt and 4% cash equivalent and others. Please see the chart below for the monthly dividends declared by the scheme, on a per unit basis, over the last 5 years.
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 |
| Canara Robeco Monthly Income Plan - Invest Online Posted: 21 Jul 2014 04:30 AM PDT Download Tax Saving Mutual Fund Application Forms Invest In Tax Saving Mutual Funds Online Leave a missed Call on 94 8300 8300
The minimum investment in the scheme is Rs 5,000. The asset allocation of the portfolio is 25% equity, 67% debt, and 8% cash equivalent and others. Please see the chart below for the monthly dividends declared by the scheme, on a per unit basis, over the last 5 years.
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 |
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