Prajna Capital |
- HDFC Equity Fund - Invest Online
- Reliance Fixed Horizon Fund Series dividend
- Birla Sun Life Frontline Equity Fund - Invest Online
| HDFC Equity Fund - Invest Online Posted: 20 Dec 2014 11:51 PM PST Download Tax Saving Mutual Fund Application Forms Invest In Tax Saving Mutual Funds Online Leave a missed Call on 94 8300 8300
HDFC Equity Fund
The largest Indian equity fund is also the top-of-mind recall for most investors seeking managed equity exposure. The fund has made a strong comeback in the last one year, with a return of 60 per cent, after a sluggish show last year.
Strategy: Despite its big asset base of Rs 16,239 crore (Sep 2014), this is no index hugger. While 65-70 per cent of the portfolio has been in large-caps in the last year or two, a fourth of assets are devoted to mid-caps and 4-5 per cent is parked in small-caps too. The fund is aggressively managed and remains fully invested across market cycles. It is high on conviction with its top stocks making up a third of the portfolio. The fund does not get swayed by market fancies and usually sticks to stock and sector choices. The fund management team has been exceptionally stable with only three changes since 1994.
Performance: HDFC Equity has stood the test of time across four market cycles. Such is the popularity of this multicap fund that even a small drop in its ratings causes great anxiety. The fund has been through a difficult patch in the years from 2011 to 2013, lagging the category average in 2013. But the sharp improvement in the fund's returns in the ongoing rally has helped re-establish it as a bull market specialist. The fund's 5 year and 10-year records remain very strong with CAGRs of 14.8 per cent and 22.9 per cent respectively. Its ten year return surpasses the benchmark by 7.5 per cent and the category average by 4 per cent.
What we don't like: Its recent comeback proves that size isn't a barrier to its performance. But size does make it harder for this fund to play the best opportunities in the mid or small-cap space.
Why Invest? There are very few equity funds out there which have delivered the goods in every bull market over the last twenty years and have been steered by the same management team; this is one, so buy it.
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 |
| Reliance Fixed Horizon Fund Series dividend Posted: 20 Dec 2014 09:27 PM PST Download Tax Saving Mutual Fund Application Forms Invest In Tax Saving Mutual Funds Online Leave a missed Call on 94 8300 8300
Reliance Fixed Horizon Fund Series dividend
Reliance Mutual Fund has announced dividend under the dividend option of Reliance FHF XXV Series 9-D and Reliance FHF XXV Series 9 Direct-D. The quantum of dividend will be the entire distributable surplus as on the record date.
The record date has been fixed as December 23, 2014.
The fund house has also decided to roll over the above scheme for 737 days. Now, the scheme will mature on December 29, 2016.
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 Frontline Equity Fund - Invest Online Posted: 20 Dec 2014 10:26 AM PST 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 Frontline Equity Fund
A fund which has beaten its benchmark in each one of the last ten years, Birla Sun Life Frontline Equity has enjoyed an average.
Strategy: True to its name, the fund has consistently invested 70-80 per cent of its portfolio in large-cap stocks and the rest 20-25 per cent in midcaps. The fund does not invest in small caps. It has usually been overweight in large-caps compared to its peers, owning 7-11 per cent more large-cap exposure in the last one year. The fund's conservatism is evident from its rising exposures to large-caps as the markets have boomed. It has actually reduced its allocation to mid cap stocks despite a general rush to join in on the mid-cap stock rally.
The fund pegs its sector weights to those of the BSE 200 index, while sometimes selecting stocks outside the index. This discipline has helped ensure that the fund doesn't fall much more steeply than the market during bear phases. The fund's success has led to a steady increase in its assets with the latest AUM at R6866 crore by end-September. A steady management team has also led to continuity of style and market cap bias.
Performance: Whether up, down or sideways market, this fund has managed to stay a couple of steps ahead of its benchmark, cumulatively outdoing the index by 60 per cent till date. Its particularly good record at containing downside in the falling markets of 2008 and 2011 has ensured a smoother ride for investors too. While the 5 year return of 13.4 per cent is ahead of the category by 180 basis points and the 7 year return of 11.1 per cent is ahead by a good 300 basis points. Returns relative to category have been a little sluggish in the last one year, at 39.9 per cent but easily beat the benchmark.
What we don't like: The sector pegs to the BSE 200 index may prevent this fund from accessing good mid-cap opportunities outside the index.
Why Invest? The fund has been an easy winner over three different market cycles and is backed by a stable management team too.
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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