Prajna Capital |
- L&T India Special Situations Fund - Buy Online
- TATA Equity Opportunities Fund
- DHFL Fixed Deposit Schemes
| L&T India Special Situations Fund - Buy Online Posted: 28 Jan 2015 04:11 AM PST The objective of this fund is to discover undervalued companies. It figures in our multi-cap category. The fund has outperformed its peers in the last four years. Strategy: A contrarian strategy entails a long waiting period for stock picks to pay off, but this fund has managed it well. The fund invests in companies that offer stock-picking opportunities due to their being in a special situation--turnarounds, undervalued assets or acquisition/restructuring/merger candidates. As per the fund manager, there are no hard limits on the market cap or sector and the allocations are purely an the outcome of bottom-up stock picking. The fund's portfolio composition shows a consistent 50-60 per cent allocation to large-caps, with 25-40 per cent parked in mid-caps and the rest in small-caps in recent times. The steady large-cap exposure contains portfolio risk. The fund usually avoids high P/E stocks. A management change in 2010 seems to have contributed to the fund's good run. After starting out as a nearly R2,000 crore fund, the fund saw a fall in asset base during 2008-09, having since stabilised. The fund is currently mid-sized at R837 crore. Performance: The fund has outpaced its benchmark by nearly 20 per cent since January this year, with a one year return of 52.4 per cent. Three-year returns at 23.4 per cent place it a creditable 7 per cent ahead of the benchmark and 3 per cent ahead of its category. The re-rating of severely beaten-down industrial and cyclical stocks has obviously worked in the fund's favour in the recent rally. This has led to an improvement in ratings from 3 stars and below until 2010 to 4-5 stars in the last one year. What we don't like: The 'special situations' mandate may work best in depressed markets. Stock-picking opportunities for such a fund may shrink as valuations head higher. Why invest? Very few contrarian funds have managed to deliver good performance but this fund is an exception to safely bet on. Best Tax Saver Mutual Funds or ELSS Mutual Funds for 2015
1.ICICI Prudential Tax Plan 2.Reliance Tax Saver (ELSS) Fund 3.HDFC TaxSaver 4.DSP BlackRock Tax Saver Fund 5.Religare Tax Plan 6.Franklin India TaxShield 7.Canara Robeco Equity Tax Saver 8.IDFC Tax Advantage (ELSS) Fund 9.Axis Tax Saver Fund 10.BNP Paribas Long Term Equity Fund
You can invest Rs 1,50,000 and Save Tax under Section 80C by investing in Mutual Funds
Invest in Tax Saver Mutual Funds Online - For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call --------------------------------------------- Leave your comment with mail ID and we will answer them OR You can write to us at PrajnaCapital [at] Gmail [dot] Com OR Leave a missed Call on 94 8300 8300 --------------------------------------------- Invest Mutual Funds Online Download Mutual Fund Application Forms from all AMCs |
| TATA Equity Opportunities Fund Posted: 28 Jan 2015 02:52 AM PST TATA Equity Opportunities Fund   Best Tax Saver Mutual Funds or ELSS Mutual Funds for 2015
1.ICICI Prudential Tax Plan 2.Reliance Tax Saver (ELSS) Fund 3.HDFC TaxSaver 4.DSP BlackRock Tax Saver Fund 5.Religare Tax Plan 6.Franklin India TaxShield 7.Canara Robeco Equity Tax Saver 8.IDFC Tax Advantage (ELSS) Fund 9.Axis Tax Saver Fund 10.BNP Paribas Long Term Equity Fund
You can invest Rs 1,50,000 and Save Tax under Section 80C by investing in Mutual Funds
Invest in Tax Saver Mutual Funds Online - For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call --------------------------------------------- Leave your comment with mail ID and we will answer them OR You can write to us at PrajnaCapital [at] Gmail [dot] Com OR Leave a missed Call on 94 8300 8300 --------------------------------------------- Invest Mutual Funds Online Download Mutual Fund Application Forms from all AMCs |
| Posted: 28 Jan 2015 01:09 AM PST DHFL Fixed Deposit Schemes Best Tax Saver Mutual Funds or ELSS Mutual Funds for 2015
1.ICICI Prudential Tax Plan 2.Reliance Tax Saver (ELSS) Fund 3.HDFC TaxSaver 4.DSP BlackRock Tax Saver Fund 5.Religare Tax Plan 6.Franklin India TaxShield 7.Canara Robeco Equity Tax Saver 8.IDFC Tax Advantage (ELSS) Fund 9.Axis Tax Saver Fund 10.BNP Paribas Long Term Equity Fund
You can invest Rs 1,50,000 and Save Tax under Section 80C by investing in Mutual Funds
Invest in Tax Saver Mutual Funds Online - For further information contact Prajna Capital on 94 8300 8300 by leaving a missed call --------------------------------------------- Leave your comment with mail ID and we will answer them OR You can write to us at PrajnaCapital [at] Gmail [dot] Com OR Leave a missed Call on 94 8300 8300 --------------------------------------------- Invest Mutual Funds Online Download Mutual Fund Application Forms from all AMCs |
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