Prajna Capital |
- Types of STPs in Mutual Funds
- Systematic Withdrawal Plan (SWP)
- Birla Sun Life Enhanced Arbitrage Fund dividend
| Posted: 08 Oct 2014 07:22 AM PDT Download Tax Saving Mutual Fund Application Forms Invest In Tax Saving Mutual Funds Online Leave a missed Call on 94 8300 8300 Types of STP
A Systematic Transfer Plan is of three types; Fixed STP, Capital Appreciation STP and Flexi STP.
Fixed STP – In Fixed STP, the investor takes out a fixed sum of money from one investment to another.
Capital Appreciation STP – In Capital Appreciation STP, the investor takes the profit part out of one investment and invests in the other.
Flexi STP – In Flexi STP, the investor has a choice to transfer a variable amount. The fixed amount will be the minimum amount and the variable amount depends upon the volatility in the market.
Thus, STP is particularly suitable to investors who have lump sum money and wish to invest in equity funds but are wary of timing the market. They can then choose to park the lump sum money in a liquid or debt fund and use the STP option to systematically transfer a fixed amount of money at regular intervals into the target equity fund. 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 | ||||||||||||||||||||||||||||||||||||||||||||
| Systematic Withdrawal Plan (SWP) Posted: 08 Oct 2014 04:59 AM PDT Download Tax Saving Mutual Fund Application Forms Invest In Tax Saving Mutual Funds Online Leave a missed Call on 94 8300 8300
Systematic Withdrawal Plan (SWP)
An SWP allows an investor to withdraw a designated sum of money and units from the fund account at pre-defined regular intervals. It allows investors a certain level of independence from market instability and helps in avoiding market timing. The investor can reinvest the redeemed cash in another portfolio or use it as a source of regular income.
Advantages
Regular Income - SWP helps in creating a regular flow of money from investments on a periodic basis i.e. on a monthly or quarterly basis.
Tax Benefit - Instead of selling all the units at once, spanning the income across multiple intervals can lower the total tax. It is a tax efficient way of receiving regular income.
Avoid market fluctuations - It saves an investor from market fluctuations, as regular withdrawal averages out return value.
How does an SWP work?
An SWP allows you to withdraw a fixed sum of money every month or quarter depending on the option chosen and instructions given by you.
Let's say Ashish has 10,000 units in a mutual fund scheme on 1-Dec-11. He intends to withdraw 6,000 every month through SWP.
In this manner, units from mutual fund holdings will be redeemed in a systematic way to provide the investor with regular income.
Types of SWP
SWP is usually available in two options:
Fixed Withdrawal: In a fixed withdrawal option, the investor specifies the amount he wants to withdraw from his investment on a monthly/quarterly basis.
Appreciation Withdrawal: In an appreciation withdrawal option, the investor withdraws only the appreciated amount on a monthly/quarterly basis.
An SWP can help investors who require liquidity as it permits them to access their money precisely when they need it to meet their needs.
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 | ||||||||||||||||||||||||||||||||||||||||||||
| Birla Sun Life Enhanced Arbitrage Fund dividend Posted: 08 Oct 2014 03:01 AM PDT Download Tax Saving Mutual Fund Application Forms Invest In Tax Saving Mutual Funds Online Leave a missed Call on 94 8300 8300 Birla Sun Life Enhanced Arbitrage fund - Invest Online
Birla Sun Life Mutual Fund has announced dividend under the dividend option of Birla SL Enhanced Arbitrage -D and Birla SL Enhanced Arbitrage Direct-D.
The quantum of dividend shall be R0.06 per unit. The record date has been fixed as August 21, 2014.
The Fund House has announced dividend under the dividend option of Birla SL FTP Series HL Reg-D, Birla SL FTP Series HL Direct-D, Birla SL FTP Series HL Reg-DQ, Birla SL FTP Series HL Direct-DQ, Birla SL Interval Income Qtly Series I -D, Birla SL Interval Income Qtly Series I Direct-D and Birla SL Interval Income Qtly Series I Inst-D.
The quantum of dividend will be the entire distributable surplus as on the record date. The record date has been fixed as August 21, 2014.
The Fund House also announced dividend under the dividend option of Birla SL Interval Income Qtly Series I -D, Birla SL Interval Income Qtly Series I Direct-D and Birla SL Interval Income Qtly Series I Inst-D.
The quantum of dividend will be the entire distributable surplus as on the record date. The record date has been fixed as August 22, 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 |
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